Is it safe and auditable for regulated work?

The audit trail is part of the build: every action the agent takes is logged, it operates inside the approval limits you set, and it escalates rather than guesses when it's unsure. It answers from your own data with citations and starts behind a human review before anything runs unattended. We treat 'show your working' as a requirement, not a feature.

Which systems do they connect to?

Your practice-management and ledger systems — Xero, QuickBooks, Sage and the like — plus document sources, email and your client portal. Anything with an API or webhook can be wired in; the agent joins your stack rather than asking you to migrate to ours.

Will it replace our accountants?

No — it absorbs the data entry, chasing and routine queries so your people spend time on advisory and judgement, which is the billable work. The agent routes anything that needs an accountant with the full context attached. The honest framing is fewer repetitive hours, the same people on the decisions.

How long to launch, and how is it priced?

Two to four weeks for the first agent on one workflow — often invoice processing or onboarding — at a fixed price, proven against your real documents and launched behind a review step. No per-seat licence and no lock-in; your only variable cost is the model tokens.

03 / Solutions / Financial & Accounting Services

AI agents for accounting and finance that process the work, with an audit trail.

Q: What are AI agents for accounting and finance?

AI agents for accounting and finance are autonomous software agents that handle the repetitive, rules-shaped admin in a finance or accounting firm — invoice and document processing, KYC onboarding, routine client queries, reconciliation chasing — end to end, with every action logged for audit and anything needing judgement routed to an accountant. They reason over the client's live ledger data rather than returning a generic reply.

AI agents for accounting and finance take the repetitive, rules-shaped work — invoice and document processing, client queries, KYC onboarding, reconciliation chasing — and run it end to end inside your controls, logging every step for audit. We build them around your practice-management and ledger systems, not a closed product.

Book assessment See the agents→

01KYC onboarding drags for days

02Invoice data entry drains hours

03Drifted portfolios risk Reg-BI penalties

01 / AI agents for accounting & finance

What are AI agents for accounting and finance?

AI agents for accounting and finance are software agents that handle the high-volume admin a firm runs on: reading and coding invoices and receipts, answering routine client questions, collecting and checking KYC and onboarding documents, and chasing the missing pieces for a reconciliation or a filing — end to end, every action logged, with anything that needs judgement routed to an accountant. They work against your live data, so the answer is grounded in the client's actual ledger, not a generic reply.

It's custom agent work for a regulated workflow — the same engineering behind our wider AI agent work and customer-service agents, built so the audit trail and the guardrails are part of the system, not bolted on after.

Invoice & document processing

Reads invoices, receipts and statements, extracts and codes the line items to the right account, and posts them to your ledger for review — turning hours of data entry into a check-and-approve step.

KYC & client onboarding

Collects ID, proof of address and the onboarding documents, validates them, flags mismatches, and assembles a complete client file — instead of an onboarding that drags on for days waiting on email.

Client query handling

Answers routine client questions — 'where's my invoice', 'what do you need for year-end', deadline reminders — from the client's own record, escalating anything that needs an accountant.

Reconciliation & chasing

Matches transactions, flags the exceptions a human should see, and chases the missing documents or approvals so month-end stops stalling on follow-up.

Compliance & deadline tracking

Tracks filing and reporting deadlines, prepares the recurring report from your data, and surfaces what needs sign-off — with every step logged for the audit.

Reporting & summaries

Drafts the recurring management report or client summary from your ledger, so the accountant edits and signs rather than building it from scratch.

02 / Build vs buy

Vertical SaaS, custom agent, or manual data entry?

Off-the-shelf finance tools automate one fixed step. A custom agent runs the workflow across your systems with an audit trail and your controls — and unlike manual entry, it scales with client count without scaling headcount.

	Vertical SaaS Single feature	Custom AI agent Workflow-wide	Manual today Staff data entry
Reads & codes invoices/documents	Templated	✓	✓
Runs the full workflow, not one step	—	✓	✓
Logs an audit trail of every action	Partial	✓	Manual notes
Works inside your approval limits	Fixed	✓	✓
Connects to your ledger & PM system	If supported	✓	N/A
Keeps a human on judgement calls	N/A	✓	✓
Cost as client count grows	Per-seat	Flat	More headcount