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Accounting Firms

Bookkeeping, tax prep, close, and client workflow

Most accounting work is rule-based, repetitive, and brittle — exactly where agents shine. We put them on the grind so your CPAs spend their time on advisory, not reconciliation.

What's broken today

  • Bookkeeping reviews chase the same coding errors month after month
  • Tax season means scrambling for missing docs from clients you've emailed five times
  • Month-end close is a marathon of variance explanations nobody enjoys writing
  • Anomalies get caught at year-end — or by the auditor — not when they happened
  • Advisory work sits on the wishlist because compliance eats the calendar

What automates

  • Transaction-coding agent — categorizes every transaction against firm rules and chart of accounts, routes novel transactions for review, learns from corrections
  • Bank-rec agent — matches bank activity to the ledger, handles clearing items, flags anything unreconciled more than 7 days
  • Tax-document-chase agent — knows exactly which docs each client needs (W-2s, 1099s, K-1s, mortgage, donations), sends context-aware follow-ups calibrated to client history
  • Close-variance agent — generates plain-English explanations for every material variance at month-end ("Revenue down 12%, driven by…") ready for partner review
  • Anomaly-detection agent — duplicate vendor payments, round-number entries, unusual patterns caught during the month, not in the audit
  • Client-advisory agent — quarterly analysis of each client's financials with 3–5 actionable insights; moves the firm up-market from compliance to advisory without adding headcount

What you get back

  1. Month-end close compressed from 9 days to 4
  2. Two FTEs of reconciliation work eliminated per 40-person firm
  3. Tax-season scramble replaced with steady document flow
  4. Advisory revenue unlocked (capacity freed, 15–25% revenue lift)
  5. Audit-readiness improves — anomalies caught and resolved in-period

In practice

A 40-person regional CPA firm cut month-end close from 9 days to 4 and eliminated two FTE of reconciliation work entirely.

Talk to us about accounting firms

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