AI Accounting Team for Firms & Practices
Deploy a full AI accounting team — one lead agent and four specialists — backed by 22 purpose-built playbooks. Same-day setup, white-glove onboarding.
Your 5-agent accounting team
A lead agent routes every request to the right specialist — tax, bookkeeping, audit & compliance, or financial analysis.
Accounting Lead
Routes incoming work to the right specialist, handles quick accounting and client Q&A, and keeps every engagement moving. Your firm's AI front desk.
Tax Specialist
Sub-AgentRuns annual tax planning strategies, manages quarterly estimated taxes and safe harbor calculations, processes 1099/W-9 workflows, reviews returns before filing, and monitors sales tax compliance across jurisdictions.
Bookkeeper
Sub-AgentMaintains charts of accounts, records and reviews journal entries, reconciles bank statements, runs month-end close procedures, and manages the full AP/AR cycle including aging analysis and collections.
Audit & Compliance Analyst
Sub-AgentPrepares PBC lists and audit documentation, evaluates internal controls using the COSO framework, handles ASC 606 revenue recognition, manages MACRS and Section 179 depreciation schedules, and ensures payroll compliance across FICA, FUTA, and W-2/W-4 requirements.
Financial Analyst
Sub-AgentAnalyzes balance sheets, income statements, and cash flow statements including 13-week forecasting. Runs financial ratio analysis with DuPont decomposition, and guides new businesses through cash-to-accrual conversion.
22 accounting playbooks, ready to run
Each playbook is a step-by-step workflow the agents follow — built from real accounting practice and compliance standards.
Tax & Compliance
- Tax Planning
- Quarterly Estimated Taxes
- 1099/W-9 Management
- Tax Return Review
- Sales Tax Compliance
Core Bookkeeping
- Chart of Accounts
- Journal Entries
- Bank Reconciliation
- Month-End Close
Accounts Payable & Receivable
- AP Workflow
- AR Management
- Aging Analysis
Audit & Internal Controls
- Audit Preparation
- Internal Controls
- Revenue Recognition
- Depreciation & Fixed Assets
- Payroll Compliance
Financial Reporting & Analysis
- Balance Sheet Analysis
- Income Statement Analysis
- Cash Flow Statement
- Financial Ratio Analysis
- Startup Accounting
Live in hours, not months
White-glove deployment from first call to fully operational AI team.
Book a discovery call
30-minute call to understand your practice areas, client volume, and operational pain points.
We assess your firm
We map your workflows to our playbooks and configure the agent team for your practice type and compliance requirements.
Same-day deployment
Your dedicated VM is provisioned, agents are configured, and your team is live within hours.
14-day hypercare
We monitor every interaction, tune agent behavior, and train your staff until the team runs itself.
Marketing Team for Accounting
Pair your accounting AI team with a dedicated Marketing Team — thought leadership content, SEO, and client acquisition campaigns built for accounting firms.
Ready to deploy your accounting AI team?
Book a 30-minute discovery call. We'll assess your firm and have your AI team live the same day.