Accounting Agent

What it does

The Accounting Agent watches your bank feed, card charges, and invoices, and keeps the books current without you or your office manager living in a spreadsheet. Every transaction gets categorized against your chart of accounts, anything unusual gets flagged for a human, and you get a plain-English money summary on the schedule you set.

- Categorizes and reconciles transactions daily
- Flags duplicates, unusual charges, and miscategorized spend
- Chases unpaid invoices on a schedule
- Delivers a weekly P&L and cash position in plain language
- Hands your CPA clean books at month end

How it works

1. Connect — we link your bank, card, and invoicing accounts and load your chart of accounts.
2. Learn — the agent reads 90 days of history to learn how you categorize, who your recurring vendors are, and what normal spend looks like.
3. Run — every day it categorizes new transactions, reconciles what it can, and queues anything ambiguous.
4. Approve — you or your office manager clear the queue in a few minutes. Every correction teaches it.
5. Report — a weekly summary lands in your inbox, and month-end books go to your CPA already clean.

What it replaces

- Hours of manual categorizing in QuickBooks
- The Sunday-night reconciliation spreadsheet
- Chasing your bookkeeper for numbers that are three weeks old
- Invoice follow-up that never actually gets sent
- The month-end scramble to get your CPA what they need