Three accounting agents. Real work. Human authority.
Three narrow workflows reduce document chasing, ledger review and filing-readiness work while the accountant keeps every consequential decision.
Client Document Chase Agent
Finds missing client records and prepares one deadline-aware follow-up.
1 for review · complete workflowTransaction Review Agent
Surfaces ledger exceptions and prepares evidence-backed coding suggestions.
1 for review · complete workflowFiling Readiness Agent
Checks filing gates, ranks blockers and prepares the final review handoff.
1 for review · complete workflowThree specialists. One standard of control.
Run a scenario, inspect the result, open the trace and make the final decision yourself.
Client Document Chase Agent
Finds missing client records and prepares one deadline-aware follow-up.
Bounded operational records
Review-ready action
A person confirms the request, client communication and any filing decision.
Transaction Review Agent
Surfaces ledger exceptions and prepares evidence-backed coding suggestions.
Bounded operational records
Review-ready action
A person confirms the vendor, accounting treatment and any ledger posting.
Filing Readiness Agent
Checks filing gates, ranks blockers and prepares the final review handoff.
Bounded operational records
Review-ready action
A licensed professional confirms the return, authorization, payment and filing.
Every demo runs from records to a saved human decision.
ELI5: records go in, rules find the issue, the agent prepares the work, and a person decides what happens.
- 01
Read
Load one bounded set of business records.
- 02
Check
Apply written operating rules to the records.
- 03
Prepare
Build a compact result and suggested next step.
- 04
Explain
Save the evidence and the full run trace.
- 05
Decide
Stop for a human approval, edit or rejection.