The Accounts Payable Agent captures vendor invoices, runs the three-way match and routes each bill to its approver, so bookkeepers stay with clients.
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The Transaction Categorization Agent codes routine transactions from vendor history and client rules, and sends bookkeepers only splits and odd items.
The Month-End Close Preparation Agent chases client items, drafts recurring entries, flags variances and shows close status so accountants serve clients.
The Bank Reconciliation Agent matches cleared items, chases stale checks and deposits in transit, and pinpoints differences so bookkeepers serve clients.
The Month-End Close Preparation Agent chases client paperwork, drafts routine entries and tracks the close checklist, so bookkeepers stay with clients.
The Accounts Payable Agent captures invoices, runs the three-way match, routes approvals and confirms payments, so bookkeepers stay with client businesses.
The Client Onboarding Agent sends engagement letters, requests prior-year files, sets up ledger access and watches bank feeds so staff can meet the client.
The Bank Reconciliation Agent matches bank activity, asks clients about unknown items and stale checks, and hands the bookkeeper a rec ready for review.
The Expense Agent captures receipts from photos, email and card feeds, codes them, chases missing ones and routes reimbursements for your bookkeeper.