AI operations for accounting firms
The close is slow because context is scattered across email, spreadsheets, and your ledger. An agent keeps them in sync and proposes the entries — a human approves.
The manual work we take off your team
Every accounting firm does the same repetitive work by hand. That’s where an agent starts.
A slow month-end close
Reconciliation is manual, and the review queue is a spreadsheet nobody trusts.
Unbilled work slipping
Time and expenses done but never invoiced — revenue quietly leaking.
Shared-inbox chaos
Client questions pile up; who owns what is unclear until something is late.
What an agent does here
Reconciliation, proposed
The agent matches transactions and proposes entries; you approve or reject with the reasoning in front of you.
Unbilled-work detection
Work with no matching invoice is surfaced before it’s written off.
Inbox triage
Client emails are categorised, drafted, and routed to an owner — never dropped.
What it looks like for a staff accountant
Brief: 12 transactions need coding, $4,200 of unbilled work detected, 3 client emails drafted.
You approve 10 of the 12 proposed entries; the 2 uncertain ones wait for you, flagged with why.
The unbilled work becomes a draft invoice. You send it. Revenue recovered.
Audit trail shows every entry, who approved it, and the source it came from.
Connects to the tools accounting firms already run on
Further reading
AI Agents for Accounting and Tax Firms: Filing Checks to Billing Reconciliation
Accounting firms run on deadlines and reconciliation — exactly what AI agents do best. Filing checks, billing gaps, client chasing: a practical deployment guide.
Revenue Leak Detection: How AI Finds Work You Never Billed
Unbilled work is the quietest leak in professional services. How an AI agent cross-references tasks, email, and invoices to find money that was earned but never billed.
Audit Trails for AI Agents: Compliance by Design
In regulated industries, an AI agent without an audit trail is unshippable. What to log, how to structure it, and how audit data becomes a product feature.
Tell us what your accounting firm does by hand.
We’ll show you what an agent can take over — in weeks, not quarters.
Book an Intro Call