Our Accounting AI Agent takes the headache out of day-to-day finance tasks by automating bookkeeping, invoicing, expense tracking and reconciliation. It learns your chart of accounts and transaction rules so that every entry lands in the right place and every invoice goes out on time. You’ll spend less time on data entry and more time on strategic decision making.
Designed to plug into your existing accounting software and ERP, this intelligent assistant synchronizes in real time with systems like QuickBooks, Xero, SAP and Oracle. It flags anomalies as they occur, suggests corrective actions and delivers on-demand financial summaries. Whether you need a cash flow forecast or a month-end close checklist, your Accounting AI Agent is ready to go.
What You’ll Get with Our Accounting AI Agent
Automated Bookkeeping
Automated bookkeeping that categorizes transactions, matches bank feeds and posts journal entries with no manual work.
Smart Invoicing
Smart invoicing that generates, sends and chases payments according to your terms.
Real-Time Expense Tracking
Real-time expense tracking that captures receipts, enforces policy rules and notifies you of outliers.
Instant Reconciliation
Instant reconciliation that compares ledgers, bank statements and ERP records in seconds.
Seamless Integration
Seamless integration with leading accounting platforms and ERPs for a unified financial ecosystem.
Technologies we use
At the core of our solution is a combination of robotic process automation and machine learning. Natural language understanding powered by OpenAI GPT and custom financial classifiers interprets transaction descriptions and enforces your chart of accounts. API connectors tie directly into QuickBooks, Xero, SAP, Oracle and other ERPs to synchronize data bi-directionally.
A microservices backend built on Node.js and Python runs in Docker containers or serverless functions for scalable performance. All data is stored securely in PostgreSQL with Elasticsearch indexing for instant search and reporting. Role-based access control, OAuth 2.0 authentication and full encryption at rest and in transit ensure your financial information stays protected and compliant.
100%
We can connect to a wide range of systems.
Our approach focuses on delivering end-to-end AI solutions that optimize.
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Frequently asked question
Most clients are up and running within one week. Initial setup includes connecting your accounting system, configuring your chart of accounts and validating a small batch of transactions.
Yes. We support bi-directional integration with all major ERPs including SAP, Oracle, Microsoft Dynamics and NetSuite through secure API connectors.
Our AI classifier achieves over 95% accuracy after a brief training period. You can review and correct any misclassifications via an intuitive dashboard.
Absolutely. The agent supports multi-currency transactions, real-time exchange rates and configurable country-specific tax treatment.
No. Once configured, the agent runs automatically. An admin portal lets you adjust rules, review logs and manage integrations without writing any code.