2 Circles
AI agents for Accounting firms.
Validated Circles for Accounting firms. Each one names the problem, the apps it works with and the team of agents that takes care of it.
Accounting firms
Monthly documents on time: AI agents for accounting firms
Automate monthly document collection from your accounting firm's clients. Integrates Google Sheets and Gmail to remind and check.
Google SheetsGmail
Accounting firmsSupporting documents received on time
Sends personalised email chasers and keeps the received-documents tracker up to date so every client file closes before month-end.
Google SheetsGmail