Agentic operations for accounting firms

Chases missing client docs without your team writing reminder emails.

Maintains a per-client required-document list, sends graduated reminders for missing items (W-2s, 1099s, receipts, bank statements), accepts uploads through a client portal, and flags partials. Staff stops being a collections agency.

Daily/weekly reconciliation runs across client books.

Pulls bank/credit feeds into the client's books, categorizes transactions against historical patterns, flags anomalies or uncategorized items for human review. Bookkeeper reviews exceptions instead of every transaction.

Pre-builds year-end forms from vendor and payroll data.

Pulls vendor payments and contractor data across the year, identifies who needs a 1099, validates W-9 info on file, drafts the forms in your tax software ready for review and e-file.

Pre-flights returns before partner review.

Runs a first-pass review of each prepared return — checks against prior year, flags large deltas, missing schedules, common errors, or items that warrant a second look. Partner reviews flagged returns first, signs off on clean ones faster.

Watches every filing deadline per client.

Tracks federal, state, and local deadlines per entity per client. Sends graduated reminders to staff and partners as deadlines approach, with status of each return rolled up in a daily digest.

New client → engagement letter → portal access → first request list.

When a new client signs an engagement, the agent creates the client in your systems, drafts and sends the engagement letter, provisions portal access, and sends the first document request list. Day-one client experience without a partner touching it.

Monthly advisory talking points per client, from their own books.

Reviews each client's monthly close, drafts 3-5 advisory talking points (margin shifts, cash position, unusual expenses) the partner can use in the next meeting. Turns close into upsell-ready conversation.