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.
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.
Month-end & CPA handoff
Packaged workpapers, exception lists, and export formats your CPA expects—so close cycles shorten without sacrificing audit trail.
Swift Chat visibility
Optional summaries and alerts post to your client room so owners see what changed and what needs sign-off without opening the ledger.