AI-Agents for Accounting and Bookkeeping
Agents help accounting and bookkeeping firms keep clients' books current as their workload grows.
File client correspondence beside its original supporting files.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsTurn labeled client emails into shared tasks and clear finished threads.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsKeep client emails about the books and explain what gets trashed.
Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.
16 toolsTell clients when their accountant returns and flag urgent filing requests.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsSend approved absence replies and route urgent client deadlines to a backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsShare signed engagement terms so client teams can check fees and scope.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 toolsConvert client bank statement PDFs into CSVs for accounting imports.
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 toolsFile signed client engagement letters with their signing records.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsArchive emailed client invoices under their original filenames.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
12 toolsWelcome new clients with agreed services and a link to share records.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsBook prospective clients with an available accountant.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsEmail a dated breakdown of unpaid invoices from client books.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 tools
