Accounting Agent
Your 24/7 virtual accounting assistant
Automated management of invoices, payments and financial reports – without omissions, delays and unnecessary manual work.
What does an Accounting agent do?
Automatically receives
and recognizes invoices (email, scanned, PDF).
Generates and sends
invoices to customers with an electronic signature.
Classify
income and expenses in the relevant categories.
Calculates
VAT, fees and tax liabilities
Traces
payments, overdue invoices and sends reminders.
Creates
monthly and annual financial reports in real time.
Uses AI
to detect errors or duplicate transactions.
Synchronize
data with CRM, ERP and banking systems.
Integrations
Connect to 500+ systems – OpenAI, QuickBooks, Xero, Wave, SAP, Microsoft Dynamics, Google Sheets, banking APIs, CRM (HubSpot, Zoho, Pipedrive), ERP, e-signature platforms (DocuSign, PandaDoc). Access to full financial history, transactions and documents.
Security & Control:
- GDPR and accounting-compliant document storage.
- Full log and audit of all transactions and actions.
- Two-factor authentication and data encryption.
Brief real-life examples
B2B services
Automatically generates monthly invoices to customers and tracks payments.
E-commerce
Synchronizes sales with accounting software and calculates VAT.
Logistics
Automatically processes incoming and outgoing invoices from partners.
Hotels
Track reservations, revenue, and fees in real time.
SaaS
Automate recurring subscription payments and invoicing.
KPI & Reporting:
- Invoice processing time: –70–90%
- Reducing accounting errors: –80–95%
- Faster financial reports: up to 10 times
- Improved collection of receivables: +20–40%
- Full automation of routine operations: up to 95%
Compatible with 500+ integrations (OpenAI, QuickBooks, Xero, ERP, banking APIs, etc.).
Audit and maintenance are included.