AI Solutions for Accounting Teams
Automate AP/AR processing, reconciliation, month-end close, and audit prep so your accounting team closes faster and with fewer errors.
No technical team neededERP and banking integrationsBuilt by CPAs
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Accounting AI Capabilities
Six workflows your team stops doing manually
Each agent connects directly to your ERP, general ledger and banking systems. No manual data entry, no duplicate processing.
AP Processing Agent
- Captures invoices via email, portal or document scanning
- Matches each invoice to the purchase order in your ERP
- Routes exceptions and non-PO items to the correct approver
- Posts approved invoices to the general ledger without manual keying
- Eliminates duplicate payment risk entirely
AR Management Agent
- Generates and sends customer invoices on schedule
- Monitors payment status across your receivables ledger
- Triggers payment reminders at defined intervals automatically
- Matches and applies incoming payments to open items
- Flags overdue balances with a full aging summary
Bank Reconciliation Agent
- Connects to bank feeds and general ledger simultaneously
- Matches transactions daily using your configured matching rules
- Posts reconciled items automatically
- Surfaces unmatched items immediately for review
- Turns month-end reconciliation into a daily process
Month-End Close Agent
- Automates reconciliations, accruals and journal entry posting
- Works through your close checklist step by step
- Attaches supporting workpapers to every completed item
- Controller reviews progress in real time, not after the fact
- Reduces close timeline by 40 to 60 percent
Audit Preparation Agent
- Maintains a continuously updated evidence file year-round
- Organizes documents by account and transaction automatically
- Maps every journal entry to its source data
- Generates workpapers aligned to your audit requirements
- Auditors arrive to a complete, organized file
Expense Management Agent
- Validates each expense line against your policy automatically
- Flags out-of-policy submissions and routes them for approval
- Posts approved expenses to the correct cost center
- Full category coding on every item without manual input
- Runs continuously without batch processing
Our Process
How we deploy your accounting AI agent
Five structured steps. No disruption to your current close cycle or ERP configuration.
01
Discovery & Workflow Audit
We map your current AP, AR, close, and reconciliation workflows to identify where automation eliminates the most manual effort and error risk.
02
Agent Design & Scoping
We define the agent’s rules, exception handling logic, approval workflows, and integration points aligned to your accounting standards.
03
Build & Integration
We connect to your ERP and banking systems, build the agent logic, and validate against a full period of historical transactions.
04
Pilot & Validation
A full close cycle run in parallel with your existing process so your team can verify accuracy and completeness before going live.
05
Go-Live & Handoff
Agent goes live with full documentation, user access controls, and a 30-day hypercare period to ensure a smooth transition.
01
Discovery & Workflow Audit
We map your current AP, AR, close, and reconciliation workflows to identify where automation eliminates the most manual effort and error risk.
Workflow map with effort quantified per step
Automation opportunity scorecard
Recommended agent architecture
Built Around Your Workflow
Your agent connects to every tool you run
WorkAgentic builds each AI agent around how your team actually works. Your chart of accounts, your close calendar and your ERP and banking setup. We connect it to every system you already use.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
100+
systems we connect to
Any API
if it exports data, we connect
See how the AI agent deployment process works.
NetSuite
ERP
QuickBooks
Accounting
Xero
Accounting
SAP
ERP
Oracle
ERP
Sage
Accounting
Dynamics
ERP
100+
more systems
QuickBooks Online, Xero, Sage Intacct, Workday and any banking portal with a structured data export
Case Studies
AI agents we have already built and deployed
Real deployments. Real outcomes. Each agent was built from scratch around the client's exact workflow.
Frozen Foods / CPGHow a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
Read case study
CPG / Consumer Packaged GoodsHow a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis.
The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
Read case study
Frozen Foods / CPGHow a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management.
However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
Read case study
CPG / Business Process OutsourcingHow a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms.
As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
Read case study
Watch the Agent Work
Your close data flows. Your team acts.
Every reconciliation, journal entry and close step your team runs manually operates automatically inside the agent, from data ingestion to posted entry and completed workpaper.
80%
average time saved per workflow
98.7%
close accuracy rate
HOURS PER WEEK: BEFORE VS AFTER AI AGENT
AP Processing
Bank Reconciliation
Month-End Close
Invoice Matching
Expense Processing
Before
After
01
Document
Ingestion
02
Data
Extraction
03
Matching
and Logic
04
Exception
Routing
05
Entry
Generation
06
Posted to
General Ledger
All AI Solutions
AI agents for every business department
WorkAgentic builds purpose-built agents for five departments. Each one connects to your existing systems and goes live in weeks.
Solution
Finance Teams
Reporting, variance analysis, forecasting and board packs, automated inside your ERP.
FP&ACFOBoard Reporting
Current Page
Accounting Teams
AP, AR, reconciliation and month-end close running without manual input.
AP / ARReconciliationClose
Solution
Supply Chain Teams
Demand forecasting, inventory optimization and procurement automation.
ForecastingInventoryProcurement
Solution
Marketing Teams
Lead scoring, campaign reporting and customer segmentation inside your CRM.
Lead ScoringCRMPipeline
Solution
IT Teams
Helpdesk triage, infrastructure monitoring and patch management automated.
HelpdeskMonitoringITSM
FAQ
Questions about AI agents for accounting teams
Everything your controller, accounting manager or CPA needs to know before booking a call.
Book a free AI workflow auditWe integrate with QuickBooks, Xero, Sage, NetSuite, SAP, Oracle, and Microsoft Dynamics. For AP automation, we also connect to invoice capture tools like Tipalti and Bill.com.
Non-PO invoices are routed to the appropriate approver based on configurable rules, including amount thresholds, cost center, and vendor category, and tracked through to payment.
Most accounting agents are live within 2–4 weeks. Deployments involving multi-entity consolidation or complex ERP configurations may extend to 6–8 weeks.
Yes. The audit preparation agent is designed to supplement your existing process not replace it. It organizes and maintains documentation so your team can focus on judgment-intensive review.
Get Started
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Book a free 30-minute discovery call. No commitment required.