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Financial

Accounting CRM

⚡ Hero Feature: Continuous Close

24/7 reconciliation of bank feeds vs. tax returns. SMS-chases missing receipts until clients submit.

See Accounting CRM in Action

Product Demo — 3 min

AI AGENTS

5 Specialized Agents

Each agent is an AI specialist that handles a specific part of your workflow autonomously.

Agent 1 of 5

RN

Receipt Nagger

SMS-chases clients for missing receipts with escalating urgency as deadlines approach.

Uses:

Agent 2 of 5

CC

Continuous Close

Reconciles bank feeds against tax entries 24/7, ensuring books are always audit-ready.

Uses:

Agent 3 of 5

WF

Write-Off Finder

Identifies potential tax write-offs by analyzing transaction patterns and categories.

Uses:

Agent 4 of 5

BM

Bank Matcher

Matches bank transactions to accounting entries automatically with 98% accuracy.

Uses:

Agent 5 of 5

TA

Tax Alerter

Sends proactive alerts about upcoming tax deadlines and filing requirements.

Uses:

WORKFLOW

How Your Agents Collaborate

Each agent handles its specialty, then passes results to the next — forming an autonomous pipeline.

RN

Receipt Nagger

Agent 1

→

CC

Continuous Close

Agent 2

→

WF

Write-Off Finder

Agent 3

→

BM

Bank Matcher

Agent 4

→

TA

Tax Alerter

Agent 5

INTEGRATIONS

Connected Tools

Accounting CRM agents connect to these tools your team already uses.

QuickBooks

Plaid

Twilio

Google Sheets

Gmail

Ready to deploy Accounting CRM?

5 AI agents ready to start working for your business today.