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.

9 agents in the pack~144h / month of repeated work1 credit per build

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
~27hBuild this one
02
Supplier Reconciliation
Matches statements to bills and finds the money
Back officeXeroQuickBooksGmail
~12hBuild this one
03
Inbox Triage Agent
Sorts, drafts and files so you only read what matters
Back officeGmailGoogle DriveHubSpot
~22hBuild this one
04
Client Onboarding Agent
New client to fully set up without a single reminder
Back officeGmailGoogle DriveXeroHubSpot
~13hBuild this one
05
Compliance & Certs Agent
Never let an insurance or licence lapse again
Back officeGoogle DriveGmailTwilio
~14hBuild this one
06
Debtors Chaser
Polite, relentless follow-up until the invoice clears
SMSXeroTwilioGmail
~18hBuild this one
07
Timesheet & Payroll Prep
Chases hours, checks them, hands payroll a clean file
SMSXeroGoogle SheetsTwilio
~12hBuild this one
08
Owner's Morning Report
One page: money in, work out, what needs you
Back officeXeroGoogle SheetsHubSpotGmail
~9hBuild this one
09
Company Knowledge Agent
Answers staff questions from your own documents
Back officeGoogle DriveNotionSlack
~17hBuild this one

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.