AI for Finance & Accounting Firms
Replace bookkeeping busywork with AI agents that integrate directly into QuickBooks, Xero, NetSuite, Sage, and custom ERPs.
Invoice Processing
OCR, line-item extraction, vendor matching, GL coding, ERP sync.
Vendor Markup Logic
Per-vendor, per-property, per-project markup rules with overrides.
Payment Workflows
Approval routing, batch payment runs, exception handling, audit trails.
Bank Reconciliation
Auto-match transactions, surface unmatched items, learn from corrections.
Financial Reporting
Generate, distribute, and explain monthly/quarterly reports automatically.
Tax Prep Workflows
Document collection, categorization, K-1/1099 generation, prep handoff.
Volume
The more invoices/transactions you process, the more an agent saves.
Rules-heavy
Finance is full of policy that's hard to maintain in code but easy to teach an agent.
Audit-friendly
AI agents log every decision with reasoning — better trail than spreadsheets.
Reduces
Consistent application of rules vs. fatigue-driven mistakes.
Click a platform to see what we integrate
Each circle is an accounting/ERP platform we ship integrations for. Click to see scope.
Are AI accounting agents auditable?
What about SOC 2 / SOX compliance?
Will AI replace our CPAs?
How do you handle errors and exceptions?
Ready to automate your finance ops?
We'll map your workflows, identify the highest-ROI agents, and ship a working pilot within weeks — not quarters.