Every accountant gets an agent that works in QuickBooks, Xero, Tally and the inbox, learns how your firm reconciles, codes and closes, and shares what it learns with your firm brain.
Razorpay payouts land net of the fee. Customer receipts match invoices by amount and name. Rent goes to 6100. The agent writes down every rule.
Every morning the agent reconciles yesterday's bank feed against the books. Meera only sees the 18 lines that need a person, each with a reason.
A supplier emails a bill. Meera's agent reads it, drafts the entry with the right accounts and tax code, and waits for her approval.
The bill is posted with the PDF attached. The next time Brightline sends a bill, the agent already knows how to code it.
Arjun's agent compares GSTR-2B with the purchase register in Tally Prime, finds the invoices that don't match and drafts an email to each supplier.
Once suppliers reply, the agent drafts GSTR-3B. Ravi, the partner, reviews the numbers and files it himself.
Arjun's agent reads every invoice that reaches accounts@, matches it to the purchase order and goods receipt, and codes it. No retyping.
Bills are grouped by due date, with early-payment discounts flagged. Arjun approves; nothing is paid without him.
Sara's agent chases overdue invoices in her tone. It has learned that Northwind pays after a call, while Acme Retail only needs a statement. Each client gets what works.
Client habits go into your firm brain, so anyone who picks up the account chases it the right way from day one.
The agent does the gathering, checking and first drafts. Your team reviews and signs.
The agent keeps a checklist per client, requests what's missing in the client's own channel, and prepares the workpapers for review.
Accruals drafted, balances reconciled, and every big movement explained. When the auditors arrive, the PBC list is already filled in.
Payment habits, filing calendars, contacts and coding rules live in your firm brain, so no client has to explain themselves twice.
His work memory moves to Zoya's agent: clients, suppliers, open bills and coding rules. Personal notes stay private.
Entries, payment runs and returns are drafts until a person approves them.
Each firm's agents and firm brain are separate. Personal notes are never shared.
Who asked, what the agent did, and who approved it, ready for review and audit.
Yes. The agent reads the bank feed and the ledger, matches lines using the rules your accountant showed it, and leaves only the exceptions for a person, each with a reason. Entries are only posted after approval.
Yes. The agent compares GSTR-2B with the purchase register in Tally Prime, finds mismatches, drafts emails to suppliers and prepares GSTR-3B for a partner to review and file.
No. Agents draft entries, payment runs and returns. A person approves before anything is posted, paid or filed, and every action is recorded.
No. Each firm's agents and firm brain are separate. Only what your people choose to share goes into your firm brain, and personal notes stay private.
No. Agents take over the repetitive matching, coding, chasing and preparation, so accountants spend their time on review, advice and the clients who need them. Accountants stay responsible for the books.
An agent for every accountant.