A virtual team that works while you sleep.
Specialist agents for bookkeeping, payables, receivables, audit and advisory work across every client overnight. Your team starts the day reviewing finished work instead of doing it.
Request a demoBookkeeper
184 transactions categorized, 9 held for review
Accounts Receivable
12 overdue invoices, follow-ups drafted
Cleanup
3 duplicate bills found, fixes proposed
Controller
2 entries flagged by your approval rules
How it works
01
Connect
Link each client's accounting system, bank feeds and business apps once.
02
Assign
Turn on the agents each client needs and tune their instructions to how your firm works.
03
Review
Approve, adjust or reject proposed changes in the morning. Every run is traced step by step.
Meet the team
Start with twelve specialists, each with its own instructions, tools and responsibilities, and add agents of your own.
Bookkeeper
Categorizes transactions and keeps accounts reconciled.
Accounts Payable
Processes incoming bills and schedules payments.
Accounts Receivable
Follows up on open invoices and tracks collections.
Cleanup
Finds and fixes bookkeeping errors across client books.
Controller
Enforces financial controls and your governance rules.
Audit
Checks expenses and contracts for compliance issues.
Payroll
Turns payroll files into draft journal entries for approval.
Fractional CFO
Analyzes KPIs, cash flow and revenue projections.
Advisory
Tracks business goals and turns the numbers into recommendations.
Meeting
Pulls summaries and action items from recorded client calls.
Onboarding
Guides new clients through setup and data connections.
Research
Gathers industry and regulatory updates that affect your clients.
Build your own agent
Need a specialist that is not on the list? Create a custom agent from any core template, give it your firm's instructions and tools, and run it for the clients that need it, just like the built-in team.
Built for how firms work
Your firm sets the rules. The agents follow them for every client.
Finn, your assistant
Ask about any client in plain English, from balances to open tasks, and get answers grounded in their books.
Per-client activation
Enable only the agents each client needs, and change them as the engagement changes.
Custom instructions
Edit any agent's instructions for your firm or for a single client, so it works the way your team does.
Full run traces
Open any run to see each step, tool call and result, so nothing an agent does is a black box.
Your books, your approval
Agents propose changes to a client's accounting system as change sets with before and after values. They follow your approval settings, and any applied change can be undone. How we protect your data