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AI finance agents reduce manual entry by 70% and speed reconciliation 3x (G2, vendor studies). Accountants review and approve; AI handles the volume.
Close takes 8–10 business days with late nights spent matching Stripe payouts to invoices and chasing receipts.
Close completes in 3–4 days; your time shifts from data entry to variance analysis and actual advisory conversations.
The same automations, installed by us in the accounts you already pay for. A kit from $49 if you want to import it yourself, an install from $249, the full package at $490. Three questions tell you which.
60 seconds
No tools to learn and nothing to install. Copy this prompt, paste it into ChatGPT, and see what AI can do for accountants today.
Act as my accounting assistant. Here are transactions: [paste]. Categorize each into the right expense account, flag anything that looks like a duplicate, personal expense, or missing receipt, and summarize total spend by category.
How AI agents help
Apply the correct GL account, department, and class to thousands of transactions using learned patterns from your history.
Match transactions, flag discrepancies, and prepare adjusting journal entries for human review.
Extract header and line-item data from PDFs, match to POs, route for approval, and post to the GL.
Generate the close checklist, gather supporting documents, draft accruals, and flag unusual variances for review.
Respond to 'where does this expense go?' and 'when is my tax filing due?' via chat, grounded in your firm's policies.
Deeper guides: AI Finance Agent · AI Support Agent · AI Legal Agent
Free tools, guides & training
FAQ
Well-trained tools reach 85%+ accuracy. Set confidence thresholds and require human review for low-confidence or high-value items. The AI learns from your corrections.
No. AI handles high-volume categorization and matching. Accountants and controllers review, approve, and own the books. Human oversight remains central.
Choose your path