Automate and augment your impact with an intelligent platform of adaptable AI agents

Outfit your finance function with a suite of AI agents and capabilities that connect with QuickBooks data to analyze, adapt, and complete tasks across your finance and accounting workflows.

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Automate context-rich analysis with AI agents

Converse directly with your QuickBooks data

MD&A and BvA analysis with detailed insights

Emails drafted and formatted for you

How it Works

An agentic intelligent platform with a team of adaptable, secure AI agents to complete multi-step finance and accounting tasks for you. Maintain a human in the loop and augment your strategic value.

Engage

Engage agents to complete FP&A tasks like analyze last month's P&L compared to the previous month and year with context based on our business and financial data.

Refine

Confirm analysis, add additional context, and send email to management team.

Automate

Agents generate a summary of the P&L with key observations and takeaways. They also drafted an email for you to review and send.

How it works

An intelligent platform with a team of adaptable, secure AI agents to complete tasks for you

Inquire

Analyze last month's P&L compared to the previous month and year. Create an email draft including the P&L as a table and your analysis.

Refine

Confirm analysis, add additional context, and send email to management team.

Analyze

Here's a summary of the P&L with key observations and takeaways. The email is in your drafts folder for review.

Assist You Across Systems

Uncover insights via AI agents with finance expertise to analyze data, infer, and make recommendations

Automate Processes

Integrate directly with your general ledger, Excel, and email to automate multi-step processes with confidence

Augment Your Impact

Outfit your current FTE with the tools and capabilities to drive strategy and multiply value efficiently

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QuickBooks Analyst Agent

Analyzes company performance and financial statements based on QuickBooks Online data, provides insights, strategic recommendation, plus agents draft MD&A and BvA analysis and other emails for you to send to stakeholders.

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BvA Analysis – Q1 2025

Revenue increased by +12%
OpEx increased by +4%
Net Income increased by 18%

Show BvA for Q1 and highlight key variances & recommend actions

Okay sure, Email draft has been added to your “Executive Reports” folder in QuickBooks

Draft an email summary for the executive team

Why did revenue drop in cell L14

Cell L14 shows a 17% decline in revenue vs. last quarter.

Insights:

Revenue increased by +12%
Fewer repeat purchases from top-tier customers
Decrease in average order value from mobile users

Intelligent Excel Add-in

Generate analysis and offers insights from reprots and metrics directly in excel spreadsheets. Inquire about cell - specific metrics, offer recommendations, and create email draft based on report results

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Personalized Large Language Model

Personalized large language model (LLM) to ask about any general topic in a secure environment.

Secure - Your data, prompts, and engagements are never shared amongst the model and always confidential

Comprehensive - Ask any range of questions pertaining to metric calculations, industry benchmarks, and anything else of interest

Effective - Save time fiddling through invoices, reports, and systems. Upload files and generate the insights you need instantly

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Summarize the terms of the contract our sales team just signed.

This contract is for recurring services totaling $30,000 per year for a period of 3 years. There is an annual 5% price escalator after the initial period and a 90-day termination notice period. Invoices are payable within 30 days of receipt.

A Team of AI Agents

Empowering your business with intelligent automation solutions that streamline operations, enhance productivity, and multiply your value.

Data Quality Agents

Ensure data accuracy and reliability with reconciliation, anomaly and error detection capabilities.

AR/AP Agents

Automate invoice processing, track status, and enable agents to manage vendor and customer communication.

Custom Agents

Request a custom finance and accounting agent tailored to your specific workflows and business needs.

Enhance your strategic impact with an AI-infused Finance Platform

Augment your work and have a more profound impact as a value multiplier for your business.

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