Books that close themselves. You just review.
Document collection, transaction categorization, reconciliation prep, invoice chasing, and review queues — the agent does the chasing and the matching, the accountant does the judging.
The monthly close, un-stuck.
Built by people who run bookkeeping workflows — every role maps to a real seat on a finance team.
Bookkeeping Ops Agent
Collects client documents from email and portals, checks transaction context, flags missing items, and prepares the review queue before a human posts anything.
Accounts-Receivable Chaser
Tracks open invoices, drafts polite reminder sequences, matches incoming payments, and escalates anything unusual — like a partial payment on a big account.
Accounts-Payable Agent
Extracts bills from email, matches them to POs, queues them for approval, and schedules payment runs — with duplicate detection on every bill.
Reconciliation Preparer
Matches bank feeds to books, lists unmatched items with likely explanations, and prepares the reconciliation for a human to confirm.
Document Collector
Chases missing receipts, statements, and W-9s with scheduled follow-ups — so the close isn't waiting on someone's inbox.
Reporting Assistant
Drafts the monthly reporting pack — P&L, balance sheet, cash summary, exceptions list — for the accountant to review and send.
How a finance agent runs the month.
Everything is drafted and matched. A human reviews and posts.
Collect
Gather documents from inboxes, portals, and drives; chase what's missing.
Categorize
Propose coding for every transaction against your chart of accounts and rules.
Match
Reconcile feeds to books; list exceptions with likely explanations.
Review
Queue everything uncertain for a human — nothing posts without approval.
Report
Draft the month-end pack with an exceptions summary for sign-off.
Works inside your stack.
Financial data gets the strictest controls we build.
Where it fits
COMPANY-SIZE FIT — Every company size. Bookkeeping and AR/AP accumulate at every size. Small businesses start with document collection and invoice chasing; larger finance teams add reconciliation prep and reporting support.
Tools it uses
QuickBooks Online, Xero, NetSuite, Stripe, Bill.com, Ramp, bank feeds, Gmail, Outlook, Google Drive, SharePoint, Slack.
Guardrails
Prepare-only permissions in the ledger. No payment released without approval. Segregation of duties enforced. Full audit trail on every touch.
Human checkpoints
Posting, payments, unusual transactions, and client-facing messages all require a human — the agent prepares, you approve.
Finance agent questions.
Can it post transactions to the ledger?
Only with your approval. The agent prepares and queues; a human reviews and posts. If you later want auto-posting for a narrow class of routine transactions, that's a policy you set — not a default.
How does it handle ambiguous transactions?
It proposes a categorization with its reasoning and confidence, and routes anything uncertain to the review queue with context attached. Over time it learns from your corrections.
Is our financial data secure?
Access is least-privilege and read-prepare-only by default. Everything is logged. Data handling follows your retention policy, and we never train shared models on your books.
Does it work for multi-client bookkeeping firms?
Yes — that's a core use case. One agent can run document chase and review-prep across a client portfolio, with per-client rules and queues.
Close the month without the chase.
Tell us your ledger, your volume, and where the close gets stuck. We'll scope a finance agent around your exact process.