Auto-categorisation
Every bank and card transaction coded to your chart of accounts.
AI Accounting, Bookkeeping & Tax Filing
Books closed.
Books closed.
Taxes prepared.
An accounting agent that categorises transactions, reconciles banks, chases invoices and prepares tax-ready workpapers and filings for your accountant to review and submit.
DailyReconciliation
AuditTrail on every entry
CPAReview step
accounts-tax-agent — sessiondemo
CapabilitiesWhat the Accounts & Tax Agent
What the Accounts & Tax Agent
handles for you.
Bank reconciliation
Daily matching across accounts with exceptions flagged for review.
Receipts & bills
Receipts read from email/WhatsApp, matched and attached automatically.
Invoicing & collections
Invoices issued and polite follow-ups sent until paid.
Tax preparation
VAT/sales-tax and income-tax workpapers prepared from clean books.
Month-end close
P&L, balance sheet and cash-flow reports with plain-English commentary.
WorkflowFrom kickoff
From kickoff
to autopilot.
step 01
Connect
Banks, cards, QuickBooks/Xero and inboxes.
step 02
Book
Agent categorises and reconciles daily.
step 03
Review
Exceptions and filings go to your accountant.
step 04
File
Approved returns submitted on schedule.
IntegrationsPlugs into the tools
Plugs into the tools
you already use.
Don’t see yours? If it has an API, export or inbox, our agents can work with it.
The agent prepares books and filings; a qualified accountant or tax professional reviews and approves before anything is submitted. It is not tax advice.
QuickBooksXeroZoho BooksStripePlaidWiseGmailWhatsAppGoogle Sheets
Pairs well with
All agents →Related agents
Let’s build
Put the Accounts & Tax Agent to work.
Tell us about your workflow — we’ll come back with a blueprint, timeline and fixed quote.