Accounting & Bookkeeping
Close the books while you sleep
For practices juggling dozens of client files, the agent turns daily transaction data into manager-ready reporting and procurement actions.
This is a guided demo, not a live agent.
The interface is the real product and the workflows are real, but the replies are pre-built so you can explore without an account. The live product runs an actual agent on your own systems and data. Please don't paste anything confidential.
How this agent works for accounting & bookkeeping
- 1
A cron trigger fires at 6:00 AM and pulls the previous day's customer orders and invoices straight from Xero.
- 2
Line items are reconciled against bank feeds; anything unmatched is flagged for a human instead of guessed.
- 3
A sales-by-client digest is drafted and emailed to each account manager before standup.
- 4
Every Monday, low-stock and reorder signals become draft purchase orders, queued for supplier approval.
Cadence
Daily 6:00 AM digest · Monday PO run
Works across
Outcome
Month-end close cut from 6 days to 2, and purchase-order errors down 80%.
Want to see this run on your real Xero?
We'll set up a live agent against your own systems so you can watch it do the actual work, not a simulation of it.