Sector
AI agents for Accounting & Finance
Chase-ups, coding and month-end prep handled quietly.
Month-end is a scramble of missing receipts and unanswered emails. Chasing clients is nobody's favourite job.
Watch the agent work
A scripted run for Accounting & Finance: what set it off, how it reasoned, which systems it touched, and where it stops to ask a person. Demo environment — sample data.
Operations Agent · sample run
A new client file arrives for onboarding
Step 1 of 7 · Demo environment — sample data
- Trigger
Sample client file opened
Identity document, ownership declaration and three months of transactions.
Where teams start
Document chasing
Missing receipts and statements requested politely, then followed up once.
Transaction coding
Routine entries coded by pattern, with anything unusual left for you.
Client questions
Common questions answered from your own notes, with a handoff when it is advice.
What it gives you back
- Fewer chase-up emails to write
- Cleaner books before month-end starts
- Judgement calls still land on your desk
- Every automated action logged
Book a consultation
See what this would look like in your accounting & finance team
A 45-minute call. We look at where your time goes, show the demo closest to your work, and tell you plainly what is worth automating and what is not.
Prefer to message? Reach us on WhatsApp at +1 416-388-1724.