AI-Agents for Accounting
Agents help Accounting teams keep ledger entries and payment decisions aligned.
Prepare bank statement rows and flag figures for reconciliation.
Your bank statement PDFs and screenshots become a review table. Your bookkeeper can trace flagged figures to the source page.
Export reconciled ledger rows and list close exceptions.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
4 toolsExtract invoice facts into a reviewable file.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
Capture receipt details in the expense log for verification.
Your expense log stays current as receipts arrive, with links to the originals and unclear details flagged for your review.
Show revised bill due dates and earlier dates during review.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
13 toolsBlock ACH requests that match bills already paid in your books.
See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.
10 toolsLink recorded payments to unresolved bill reviews.
Your bill review queue shows payments against open tasks, giving your team the details to close or correct the review.
9 toolsEmail weekly customer balance totals from open invoice reports.
Your bookkeeper gets a weekly customer open balance report, with supporting invoices and the overall amount due.
Keep each confirmed sales order linked to its matching invoice.
Your billed sales orders show invoice numbers and billing status, so your sales team can find the right invoice without checking by hand.
7 toolsTrack approval tasks for unpaid bills nearing their due dates.
Get clear follow-up tasks for bills nearing payment, so your payables person knows which approvals to chase.
9 toolsCheck supplier bill packets before review.
Your reviewer sees whether the current invoice is attached or which document still blocks a safe decision.
Call out bill review tasks nearing due dates without approval.
Your payables owner sees which bills need a decision before they are due, with a clear next step on the task.
