Financial Services / Accounting
AI agents for accounting firms, tax preparers, bookkeepers, and financial advisors. Handle client onboarding, document collection, tax season workflows, accounts receivable, and follow-ups.
5 specialists available
Client Onboarding
Client Acquisition
Collects documents, sends checklists, and follows up on missing items — new clients are ready before their first meeting.
Tax Season Coordinator
Tax
Manages the tax prep workflow from January to April — document collection, reminders, and extension tracking.
Bookkeeper
Accounting
Categorizes transactions, reconciles accounts, flags anomalies, and prepares reports — your always-on bookkeeper.
Accounts Receivable
Collections
Sends invoices, tracks payments, and escalates overdue accounts — you get paid faster.
Financial Advisor Follow-Up
Advisory
Post-meeting summaries, action item tracking, quarterly review scheduling, and market updates — your advisor's admin.
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