AI-Agents for Document Controllers in Accounting

Store the original email beside each named attachment.

Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.

Works with6 tools

Place flagged project attachments in the right folder and flag conflicts.

Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.

Works with5 tools

Recover emailed project files without overwriting existing copies.

Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.

Works with5 tools

Merge linked project files into one ordered PDF for handoff.

Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.

Works with

Link project files to summaries and flag uncertain details.

Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.

Works with