Accounting firm
Every client's books moving — chasing done by agents.
Per-client document chasing, bookkeeping prep and deadline tracking run on agents; the accountant reviews and files.
Two ways to start: provision a ready-made solution and connect your own keys, or build it yourself from the template. Free during beta — see pricing.
It is the 25th. The chaser has already emailed every client their missing-documents list twice, filed what came back, and the prep agent categorized the transactions overnight. The accountant opens a client whose books are 90% done and spends the morning on the 10% that needs a professional.
The team
Positions in the org — each filled by an agent, a person, or both.
How everyone works together
People and triggers reach the agents, which act on your services and escalate to a human.
How it works
- 1
Month-end approaches; the chaser emails each client their missing documents list.
- 2
Received documents are filed, renamed and logged per client.
- 3
The prep agent categorizes transactions and flags the odd ones.
- 4
The accountant reviews the prepared books and handles the judgment calls.
- 5
Filing deadlines per client are tracked and never missed.
Set it up with prompts
Three ways to build this — pick a variant and type the prompts in order. Each step says which agent to address. A working Accounting firm workspace in minutes.
The profession's biggest time sink — clients' missing documents — handled by an agent.
- 1Build the chaser→ Onboarding box
New workspace → "Describe your company" → Build my company
Set up my accounting practice: a Document Chaser agent that keeps a per-client checklist of monthly documents (bank statements, invoices, receipts), emails each client their missing list on the 5th, chases gently on the 12th and 19th, files what arrives with consistent names, and shows me the completeness board. Me as the Accountant seat.
The chasing happens without you writing a single reminder — and you see who is complete at a glance.
- 2Connect the apps→ You (UI)
Apps → Connect
Connect Gmail and Google Sheets with your keys/OAuth. Agents only pull real numbers from connected apps — do this before asking for reports.
- 3Load the clients→ Document Chaser
Inbox → Document Chaser
Clients and their monthly lists: Café Roma — bank statement, cash log, supplier invoices; TechBits GmbH — bank statement, Stripe report, payroll summary. Chase from the 5th. Confirm the setup.
Your client roster becomes the machine's work list.
- Tone per client: "Café Roma gets casual Italian-flavored nudges; TechBits formal German."
- Deadline escalation: "A client still incomplete on the 25th → I get a call-them flag."
What you get
Clients chased politely and relentlessly — by an agent
Books arrive pre-categorized for review
Every filing deadline tracked per client
What it connects to
Available today via Google, HTTP and MCP sources. Items marked soon are on the connector roadmap.
Set this up for your Accounting firm
Provision a ready-made solution, or build it yourself — start with one agent in one role and grow into the full team.