AI-Agents for Document Controllers in Operations in Accounting and Bookkeeping
Agents help accounting and bookkeeping firms keep clients' books current as their workload grows.
Archive Email Attachments
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 with
5 tools
5 tools
Extract and Summarize Documents
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
1–2 of 2
