THE AGENTS
Ten specialised AI agents. One coordinated back office.
Each agent owns a module a CA office runs — and they share one ledger, hand off to each other, and never post without your sign-off.
Reconciliation Agent
AGENT
Matches every transaction across bank feeds, ledgers and statements so you review only what needs a human.
✓Auto-match bank, ledger & statement lines
✓Exception-only review queue
✓Multi-account, multi-currency
Audit & Workpapers Agent
AGENT
Assembles audit-ready workpapers with a complete evidence trail behind every figure.
✓Auto-built tie-outs & lead schedules
✓Full evidence trail per figure
✓One-click PDF / Excel export
Tax, GST & VAT Agent
AGENT
Prepares returns and reconciles liabilities across regional tax regimes, flagging issues early.
✓Return prep & liability reconciliation
✓GST, VAT & regional regimes
✓Mismatch & due-date flags
Accounts Payable Agent
AGENT
Captures and codes bills, matches them to purchase orders, and readies payment runs.
✓Bill capture & auto-coding
✓PO & GRN matching
✓Approval-ready payment runs
Accounts Receivable Agent
AGENT
Raises invoices, chases collections and keeps the aging clean without manual follow-up.
✓Automated invoicing
✓Collections & reminders
✓Live aging & DSO tracking
Financial Reporting Agent
AGENT
Generates client-ready financial packs on schedule, with drill-down to the source.
✓MIS, P&L, balance sheet, cash flow
✓Scheduled client-ready packs
✓Drill-down to source entries
Payroll Agent
AGENT
Runs salaries and statutory deductions, files on time and reconciles to the ledger.
✓Salary & statutory processing
✓Filings & compliance
✓Ledger reconciliation
Compliance Agent
AGENT
Tracks statutory deadlines and regulatory change across every jurisdiction you operate in.
✓Statutory deadline tracking
✓Filing & regulatory-change alerts
✓Jurisdiction-aware checklists
Advisory & Insights Agent
AGENT
Surfaces anomalies, forecasts cash and turns the numbers into client conversations.
✓Anomaly detection
✓Cash-flow forecasting
✓Client-ready insights
CFO Agent
AGENT
Rolls every module into a CFO-level view of the numbers that need a decision.
✓Firm-wide KPI dashboard
✓Scenario & cash forecasting
✓Decision-ready summaries
ONE WORKSPACE
The agents don’t work in silos — they hand off to each other.
01
Connect
Link Xero, QuickBooks, Tally and bank feeds. Every agent reads from the same ledger, read-only.
02
Coordinate
Agents pass work between each other — reconciliation feeds audit, payables feeds reporting, and so on.
03
Confirm
You approve the exceptions and sign off. Nothing is posted or filed without a human in the loop.
Put all ten agents to work — first month free.
Early-access members get priority onboarding and a free migration of their first three clients.
Request early accessDebits = Credits, always.