agentclaw

ai agents for accounting firms

Your firm's hours go to chasing documents, not advising clients

Every engagement starts the same way: a request list goes out, half of it comes back, and someone senior spends the evening keying transactions and re-sending reminders. We install AI agents that do the chasing, the keying, and the deadline-watching. Your people keep the judgment work.

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the manual reality

The work between the actual accounting

Think about what one tax return or one monthly close actually involves before any accounting happens. Request the bank statements. Remind the client. Remind them again. Download whatever lands in the portal, rename it, file it in the right folder. Key the transactions into QuickBooks or Xero. Check the coding against last year. Watch the deadline creep closer for the clients who still haven't sent anything.

None of that is why anyone joined your firm, and none of it needs a person anymore. It needs a system that never forgets which client owes which document and never gets tired of asking.

  • Request lists tracked in spreadsheets that go stale by week two
  • Bank statements, receipts, and payroll reports arriving by email, portal, and photo of a shoebox
  • Transaction coding done by hand, client by client, chart of accounts by chart of accounts
  • Filing deadlines living in someone's head, a wall calendar, and three different tools
agentclaw · workflow run

$ claw run invoice-intake

→ 47 documents queued

→ extracted · matched · posted

✓ done in 3m 12s · 0 exceptions escalated

where agents earn their keep

What we install inside accounting firms

Every one of these runs inside the tools you already use — your practice management system, your ledger software, your email. Nothing here requires your clients to learn anything new.

client documents

The chase, run by software

An agent tracks every outstanding item on every request list — bank statements, W-2s, 1099s, receipts. It sends reminders from your firm's email in your tone, checks the portal for uploads, marks items received, and flags the clients who are about to blow a deadline.

bookkeeping

Transactions coded, exceptions escalated

Bank feed lines and receipts coded into QuickBooks Online or Xero using each client's own chart of accounts and history. Anything ambiguous goes into a review queue with the agent's best guess attached, instead of interrupting a bookkeeper mid-flow.

deadlines

A compliance calendar that acts

Every client's filing obligations tracked in one place: income tax, sales tax, payroll filings, extensions. The agent works backward from each date — is the work started, are the documents in, does someone need to be nudged three weeks out instead of three days.

email triage

The tax-season inbox, sorted on arrival

Client emails classified and routed as they land. Attachments filed to the right client folder, routine questions answered with a draft for approval, and the message that says "I got an IRS letter" surfaced to a partner immediately instead of on Friday.

onboarding

New clients set up without the scramble

Engagement letter sent, portal access created, prior-year returns requested, the initial document checklist issued and tracked — kicked off the moment a new client says yes, so the first impression is organized instead of improvised.

reporting

Month-end packs drafted before you sit down

For your monthly clients, the agent pulls the closed numbers from the ledger, drafts the management report in your template, and notes anything unusual against prior months. Your accountant reviews and sends instead of assembling from scratch.

how it works

Installed in the off-season, ready before the crunch

We do not drop new systems on a firm in March. The build happens when you have room to breathe, so the agents are proven before the season tests them.

  1. 01

    Audit

    We sit with your workflow and map where the hours actually go: which clients generate the most chasing, which engagements eat the most data entry, which deadlines cause the scrambles. You get a ranked list of what to automate first, whether you hire us or not.

  2. 02

    Install

    We build the first agent on one workflow, usually document chasing or transaction coding for one service line, and wire it into your ledger, your portal, and your email. It starts narrow, with a human approving its output.

  3. 03

    Run

    We operate and tune the agents as your team's workload shifts through the year. As an agent proves itself on one client segment, its scope widens. Before each deadline season, we pressure-test everything against your real client list.

Straight answers

Client financial data is confidential. What actually happens to it?+

It stays in systems you control. The agents work inside your QuickBooks or Xero account, your email, and your portal — we don't copy your client files into some third-party database. Where an AI model reads a document, it runs on business-tier APIs whose contracts prohibit training on your data, and every action the agent takes is logged and reviewable. We'll be honest: no system handling client data is zero-risk, including your current one. During the audit we walk through the exact data path, in writing, before anything touches a client file.

Will clients notice a machine is emailing them?+

Reminders go out from your firm's address, written in your tone, on a cadence you set. Routine and polite, the way your best admin would do it on their best day. If a client pushes back, asks a technical question, or sounds upset, the message goes to the account owner instead of being answered automatically. You choose which messages need human approval before sending; we recommend starting with everything reviewed and loosening from there.

We're buried from January to April. When would we even do this?+

Not then. The right time to install is your quietest stretch, which is exactly when this kind of project always gets postponed. If you want working agents in February, build them in the summer. If you're reading this mid-crunch, book the audit now and schedule the build for the week after your last deadline.

What does it cost?+

Engagements start at $5,000 per month, which covers building the agents and running them — monitoring, fixes, and tuning included, since an unmaintained agent quietly breaks the first time a bank changes its statement format. The math is yours to run: count the hours your team spends chasing, keying, and checking each week, multiply by what those hours bill at. The AI opportunity audit is free and tells you exactly what an agent would take over before you commit to anything. If $5,000 a month doesn't fit your firm yet, our free resources are the honest place to start.

Keep going

Data entry automation

How agents move numbers from documents into ledgers without a person retyping them.

Invoice processing

Client bills and receipts extracted, coded, and filed the day they arrive.

Email triage

The seasonal inbox flood, classified and routed before your team opens it.

Custom AI agents

What we build, how agents earn wider scope, and where humans stay in the loop.

Find out where your firm's hours are going

The free AI opportunity audit maps your document chasing, data entry, and deadline tracking — and shows you which pieces an agent should own first. Same team. Double the output.

Book your free audit

We take on companies ready to invest $5,000+/month. Not there yet? Our free resources are genuinely free.