Gather the records
The Finance Operations Agent collects bank lines, ledger entries, invoices, and statements from the systems you already use.
Accounting Firms
AI agents that give your accountants their month-end back.
Reconcile client bank and accounting data, read invoices and statements, prepare payment follow-ups, and draft month-end packs for review, inside the tools your firm already uses.
Reply within 24 hours. First agent, price, and timeline. No obligation.
Sound familiar?
“Close takes ten days because we tick and tie everything in Excel.”
“Half my team's week goes into keying invoices and statements.”
“We chase the same clients for the same documents every month.”
How the first agent works
One workflow, live in a week.
Match and flag
Matching items are reconciled; mismatches, duplicates, and missing documents go to an exception list with the reason attached.
Draft the follow-ups
Document requests and payment reminders are drafted for approval, never sent without your sign-off.
Prepare the pack
A month-end summary and exception report is ready for the accountant to review, adjust, and sign off.
Where to start
Agents and systems for this industry.
Proof
Work built around the same problem.
Ledgerline
603 tests passed in a dated financial-control verification
SAR 760Kcash reconciled end to end
603tests passed
14control findings fixed
3finance sources in one ledger
BookSmart
Separate processing paths for invoices, statements, and SIE exports
3document types read
GPT-4oextraction model
2OCR engines
QuickBooks MCP
Invoice and payment context ready before the follow-up
5QuickBooks record types read
6step review sequence
0autonomous money movements
Common questions
Before you start.
Does the agent make accounting judgments?
No. It matches, flags, and drafts. Accountants approve every adjustment, posting, and client message.
Which accounting systems does it work with?
QuickBooks and Xero are the most common starting points. We confirm access and permissions during the free Agent Audit.
How do you check the financial logic?
Our Ledgerline financial-control work was verified with 603 tests across 122 files, and the same discipline of test cases and exception queues applies to client agents.
Is client data kept separate?
Yes. Each client's data stays in its own workspace with its own permissions, and we agree retention rules before real data is used.
Keep exploring
Tools we connect.
Integrations
The Agent Audit
Get my free Agent AuditKnow which agent to start with.
Show us one workflow. Within 24 hours you get the agent we would start with, what it costs, and what should wait.