Accounting Agent
Less manual bookkeeping, same accountability. The Accounting Agent assists with classification, matching, and checklists—it doesn't replace your judgment or your accountant. You define sign-off; the agent reduces grunt work and mistakes.
Day-to-day
Suggested categories with confidence scores, bank-feed alignment to invoices and receipts, and flags when something doesn't fit your chart of accounts. Your team approves or corrects; the agent learns from those decisions within your policy.
Typical capabilities
- ● Chart-of-accounts-aware categorization
- ● Bank-feed matching to invoices and receipts
- ● AP/AR nudges and statement checks
- ● Outlier and anomaly flagging
- ● Audit trail and export for your CPA
- ● Month-end checklists and workpaper packaging
Month-end & CPA handoff
Packaged workpapers, exception lists, and export formats your CPA expects—so close cycles shorten without sacrificing audit trail. The agent prepares and triages; your team keeps approval on anything that matters.
Swift Chat visibility
Optional summaries and alerts post to your Swift Chat room so owners see what changed and what needs sign-off—without opening the ledger. Everything lives in the same interface you use for your Website and Marketing agents.
Context engineering for your books
Your AI Account Manager builds the agent's understanding of your specific chart of accounts, vendor patterns, recurring transactions, and approval rules. As your business changes—new revenue lines, new vendors, restructured accounts—the context is updated so the agent stays accurate. The intelligence compounds over time, and categorization confidence improves as the agent learns from your corrections.
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