Questor integration with AI agents for accounting firms
Questor is a Brazilian accounting, tax and payroll management system, used mainly by accounting firms and accounting departments of companies operating in Brazil. The agent uses the integrations that Questor offers its customers, with the firm's credentials, plus the system's report exports. The scope is confirmed in the diagnosis.
What AI agents do with Questor
Monthly document collection
The agent tells each client of the firm which documents are missing for the close, such as bank statements and expense invoices, and receives the files on WhatsApp. The analyst sees what has already arrived.
Tax slips and deadlines
When the payment slips are generated, the agent sends them to the client with the due date and answers simple questions. Technical questions go to the accountant in charge.
Import checks
After statements and invoices are imported, the agent flags entries with no account, duplicated amounts and invoices outside the period. The analyst fixes them before closing.
Hirings and terminations
Hiring requests arrive on WhatsApp, and the agent checks that all documents came in before passing them to the payroll department.
Connect Questor once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Questor, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Questor and what it cost, all on record.
Ready-made AI teams that use Questor
Often used together with Questor
Questions about Questor and AI agents
Does iTeam integrate with Questor?
Yes, by combining the integrations Questor offers its customers with the system's report exports. What can be automated in your case is confirmed in the diagnosis.
Does the agent post accounting entries?
The focus is on preparing, checking and chasing. Entries and closing stay with the accounting team, which approves what the agent prepares.
What happens to the firm's client data?
Each client of the firm receives only its own information, and the agent's access is separated by client portfolio. Everything is recorded in the audit trail.
