AI-Agents for Accounting in Handoffs
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Show supplier bill variances before the team decides on them.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
10 toolsReply to client email and flag accounting deadlines for coverage.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsForward balance write-off packets with supporting records for review.
Your accounts receivable write-off requests reach the approver you choose, with supporting files attached and a handoff update for the requester.
12 toolsEmail 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.
5 toolsCombine 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.
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.
6 toolsExport 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.
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