Made for growth-stage accounting firms
Agentic workflow automation is a type of automation that uses AI agents to perform different sorts of tasks. It’s great for accounting service providers looking to automate client-facing services or internal processes. This way, you can scale without adding too much overhead
These AI agents are able to:
- Gather and analyze data
- Adapt to new information
- Collaborate with each other and human users
- Break down complex tasks
Top accounting processes that you can automate using AI
Invoice Processing
Automate the entire workflow from receiving invoices to payment, reducing manual entry
Financial Reporting
Generate accurate financial reports in real-time by analyzing data through AI
Expense Management
Streamline tracking and categorizing expenses, ensuring compliance
OUR AGENTIC WORKFLOW AUTOMATION PLATFORM
Create automated business processes - no coding required
Combine the best of BPM, digital forms & records, process flows, integration, agentic automation, and reports in one place
Trusted By
Book A Demo Today
Find out how your company can benefit from automating business processes using AI