An AI agent for accountants.
Your agent reconciles ledgers, classifies transactions, prepares tax work papers, and drafts client reports — encoded with your firm's methodology.
The month-end close is the same 50 steps, every month. The AI agent does 45 of them the way you would — so close week feels like any other week.
The day it replaces: Month-end closes that eat a week, 2,000 transactions to classify by hand, clients asking for reports that take a full day to pull, tax season that breaks your life.
Transaction classification agent
Classifies every transaction against your chart of accounts. Flags ambiguous ones for one-click approval.
Reconciliation agent
Matches bank, credit card, and A/R against the ledger daily. Surfaces only what needs human judgment.
Month-end close automation
Runs the close checklist, generates journal entries, produces management reports in your template.
Tax work paper prep
Builds the work papers from GL data, tags substantiation, produces the return-ready package.
Client reporting agent
Drafts management letters, variance analyses, and board packets in your firm's format.
Your agent works inside the tools accountants already live in:
Things accountants ask before they try it.
Your AI agent, encoded to how you specifically work.
Encode your first workflow in a chat. See a working agent on your process in under an hour.