AI agents for accounting & bookkeeping
Accountants, bookkeepers, BAS agents
Chasing clients for information is the real workload. These agents chase, code, reconcile and report — you review and sign.
Hire them in this order
Each agent arrives pre-briefed with its connectors, scope limits and approval points. Rehearse it against your own history, then switch it on.
- 01
AI Bookkeeper
Codes bills, matches receipts, hands you a clean ledger
Back officeXeroQuickBooksGmailGoogle Drive - 02
Supplier Reconciliation
Matches statements to bills and finds the money
Back officeXeroQuickBooksGmail - 03
Inbox Triage Agent
Sorts, drafts and files so you only read what matters
Back officeGmailGoogle DriveHubSpot - 04
Client Onboarding Agent
New client to fully set up without a single reminder
Back officeGmailGoogle DriveXeroHubSpot - 05
Compliance & Certs Agent
Never let an insurance or licence lapse again
Back officeGoogle DriveGmailTwilio - 06
Debtors Chaser
Polite, relentless follow-up until the invoice clears
SMSXeroTwilioGmail - 07
Timesheet & Payroll Prep
Chases hours, checks them, hands payroll a clean file
SMSXeroGoogle SheetsTwilio - 08
Owner's Morning Report
One page: money in, work out, what needs you
Back officeXeroGoogle SheetsHubSpotGmail - 09
Company Knowledge Agent
Answers staff questions from your own documents
Back officeGoogle DriveNotionSlack
How it stays safe
Written scope limits
Each agent lists what it must never do — no pricing outside the rate card, no refunds, no advice.
Rehearsed on your history
Before it goes live it is scored against your own past jobs, calls and invoices.
One owner, one halt switch
Every live agent has a named human owner and can be stopped instantly from the console.