Built for accounting firms
AI agents for accounting and bookkeeping firms
Every busy season the same bottleneck: chasing clients for documents, answering the same questions, and moving data between systems. Agents take the chase and the shuffle, so your staff reviews and advises instead of nagging and retyping.
Where accounting firms lose the most time
- PBC lists go out and the follow-up burns partner and senior time for weeks
- The same client questions arrive by email all day during filing season
- Data moves between bookkeeping, tax, and practice software by hand
- Advisory work — the high-margin offering — never gets staffed because compliance eats everyone
Agents we'd build for accounting firms
Every project starts with one high-volume workflow, shipped to production in weeks with monitoring and human handoffs — then expands once it proves itself.
Document request agent
Owns the PBC chase: personalized requests, polite persistence, automatic filing of what arrives, and a live status board of who still owes what.
Client question agent
Answers the recurring questions — extension status, payment instructions, what a notice means — from your firm's own answers, and escalates the judgment calls.
Data mover
Reconciles and transfers data between your bookkeeping, tax, and practice-management systems on schedule, with an exception report instead of silent errors.
Advisory prep agent
Drafts the quarterly client-facing summary — cash position, anomalies, talking points — so advisory meetings take 20 minutes of partner prep instead of three hours.
How working with us goes
- 1
Audit. Run the free AI audit (or book a call) — we map your three highest-impact automations before any commitment.
- 2
Scope. We pick ONE workflow with clear volume and clear rules, and define exactly what done means.
- 3
Ship. The agent goes to production in weeks — integrated with your tools, monitored, with human handoffs where judgment lives.
- 4
Expand. Once it proves itself in your numbers, we extend to the next workflow.
Common questions
Does it work with QuickBooks / Xero / our tax software?
QuickBooks and Xero, yes. Tax platforms vary in API access, so we scope those integrations case by case on the first call — email-based workflows are always feasible.
Is client financial data safe?
Agents run with least-privilege access inside infrastructure you control, and nothing trains on client data. You get the data-flow documentation for your own review.
Can it survive busy season load?
That's the point — agents scale with volume. The document chase that took three staff in March runs the same in January and April.
First thing to automate?
The PBC/document chase — it's the most-hated job in the firm and the most rule-shaped. Run the audit and we'll name the next two for your practice.
See what agents would do for your accounting firm first
The free AI Opportunity Audit reads your website and returns the three highest-impact automations for your operation — in about 30 seconds, no call required.