AI agents for accounting and bookkeeping firms
Agents that read invoices and receipts, chase what's missing and build the monthly reports, so your team spends its time on the accounting.
Much of a bookkeeping month goes to collecting: asking clients for statements and receipts, reading them, typing the figures into the books, and chasing whatever didn't arrive. Before a tax deadline, the chasing takes over the week.
Agents can do the collecting, reading and chasing. Your accountants review the exceptions and do the work that needs a professional.
Where agents help
Invoices, receipts and statements. Reads them, pulls out the figures, matches them to your records and posts them, or flags what doesn't match. Document processing agent →
Client questions and reminders. Answers clients' routine questions about deadlines, what to send and where to upload it, and reminds them about documents that haven't arrived. Customer support agent →
Monthly reports. Pulls figures from the books into each client's standard report, ready for an accountant to review. Reporting agent →
New clients. Answers inquiries from prospective clients, asks about their business and what they need, and books a call. Lead qualification agent →
What stays with people
How to treat a transaction, anything filed with a tax authority, and advice to clients. The agent prepares; an accountant reviews and signs off.
Your clients’ information
Client information stays confidential. Each agent gets only the access it needs, and your information is not used to train public models. I can sign a mutual NDA before we look at anything in detail.
How we start
A 30-minute discovery call. Tell me where your team's month goes, and I'll tell you honestly whether an agent fits and what it would take. We can meet at your office anywhere in the five boroughs, at mine at 1412 Broadway, or by video.