AI-Agents for Accountants working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Reply to client emails and brief the backup on deadlines before return.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsPrepare transaction CSVs with balance differences called out.
Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.
7 toolsTotal current invoice balances by customer and currency.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsPrepare customer balance write-off requests for the designated approver.
Your accounts receivable write-off requests reach the approver you choose, with supporting files attached and a handoff update for the requester.
12 toolsCategorize bank transactions and flag balances that need review.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
5 toolsExport reconciled transactions and flag rows needing review.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
4 tools
