AI-Agents for Accounting in File Sharing

Email requested spreadsheet tabs as CSVs for accounting reviews.

Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.

Works with5 tools

Combine invoice and report PDFs into one ordered handoff file.

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

Works with

Combine submitted invoice PDFs into one file for review.

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 tools

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.

Works with4 tools