AI Agents

Meet your new teammates

Each agent is purpose-built for a specific business function — plugging into your existing tools and handling the work that doesn't need a human.

Invoices processed, ledgers updated, humans unbothered.

The Accounting Agent handles the transactional grind — processing purchase orders, generating invoices, matching receipts, and updating the general ledger. It enforces your chart of accounts and catches errors before they compound.

90%

Invoices auto-processed

0

Duplicate payments

50%

Less time on reconciliation

Capabilities

What this agent does

Invoice Processing

Reads incoming invoices (PDF, email, or portal), extracts line items, matches to POs, and queues for payment — with exception handling for mismatches.

PO-to-Invoice Matching

Three-way matching between purchase orders, goods receipts, and invoices. Flags discrepancies and routes exceptions for review.

Ledger Updates

Posts journal entries to the correct accounts following your chart of accounts. Handles accruals, prepayments, and intercompany transactions.

Audit Trail

Maintains a complete, searchable log of every transaction, approval, and modification. Makes audit prep painless.

Workflow

How it works

End-to-end automation with human oversight at the moments that matter.

01

Invoice received

Via email, upload, or vendor portal — the agent extracts all relevant data.

02

Match & validate

Matches to POs and receipts, checks for duplicates, and validates amounts.

03

Post & schedule

Updates the ledger, schedules payment, and notifies the relevant approver.

04

Reconcile & report

Reconciles accounts on a rolling basis and flags items needing human attention.

Integrations

Plugs into your stack

XeroQuickBooksSAPMYOBStripeWiseGoogle Drive

Ready to deploy your Accounting Agent?

Every agent is custom-built for your workflows and tools. Let's talk about what yours should do.

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