AI-Agents for Accounting and Bookkeeping
Agents help accounting and bookkeeping firms keep clients' books current as their workload grows.
Put text from scanned client receipts in one labeled review document.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
4 toolsCombine linked 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 toolsSend client engagement letters for signature and file signed copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
6 toolsPrepare client statement transactions and flag reconciliation gaps.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
5 toolsFlag missing receipts on clients' bills nearing their due dates.
Your payables lead sees missing receipts before bills come due, with the next owner named on the bill task.
6 toolsMatch client card charges to receipts for bookkeeping review.
Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.
6 toolsMark client bill tasks with received-versus-invoiced quantity gaps.
Your bill reviewer sees the quantity gap or missing receipt ID on the task, so they can decide what to do with the supplier bill.
6 toolsExtract client statement transactions for review against source pages.
Your bank statement PDFs and screenshots become a review table. Your bookkeeper can trace flagged figures to the source page.
Send approved engagement letters to clients for signature.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsConvert client workbooks to CSV for accounting handoffs.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
4 toolsSave tables from recurring client reports as CSV files.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
Export reconciled close transactions to CSV for review.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
4 tools
