The Transaction Categorization Agent codes routine transactions by client rules and asks clients about the odd ones, so bookkeepers review instead of key.
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The Month-End Close Preparation Agent runs the close checklist, drafts standard entries and flags variances, so your team reviews instead of keying.
The Bank Reconciliation Agent matches cleared items, chases unexplained deposits and stale checks, and pinpoints differences, so staff review, not hunt.
The Revenue Reporting Agent reconciles Shopify and Amazon payouts to orders, refunds and fees and sends reports that balance, freeing your bookkeeper.
The Accounts Payable Agent answers vendor payment questions, chases approvals and sends remittance confirmations, so your staff can advise clients.
The Client Onboarding Agent secures ledger access, verifies bank feeds and gets the prior accountant's release, so staff start the first close clean.
The Expense Agent captures receipts from photos, email and card feeds, codes them by client rules and chases what's missing, so bookkeepers review.