AI-Agents for Accounting working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Keep client correspondence beside its attachments for bookkeeping review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 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 toolsPrepare bank transactions for import and flag entries needing review.
Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.
7 toolsSubtotal open invoices by customer for the weekly review.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsLabel client document requests for attention and notices by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.
11 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 toolsSave flagged client records to the right folder without overwriting files.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsRetrieve older emailed receipts for the shared archive.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 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 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 toolsCreate categorized transaction records and flag balance differences.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
5 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.
4 tools
