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Agentic AI for accounting
Agentic AI for accounting

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TRUSTED BY LEADING ENTERPRISES
Ready to put AI to work in your close, but unsure how agents actually fit into your accounting workflows? In this 30-minute live demo, you’ll watch Max prepare real accounting work across your close, from journal entries to transaction matching and reconciliations.
Learn how agents can:
Prepare accounting work end to end: Agents draft journal entries, accruals, and reconciliations with the right support attached, ready for your team to review.
Match transactions automatically: Agents create matching rules and reconcile high-volume activity, from Navan spend to payroll and payment processing, with full lineage back to source.
Keep accountants in control: Agents attach evidence, route every output through your approvals, and escalate exceptions to a person. Nothing posts without sign-off.
Join us live for a walkthrough. The session will not be recorded.
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Ready to put AI to work in your close, but unsure how agents actually fit into your accounting workflows? In this 30-minute live demo, you’ll watch Max prepare real accounting work across your close, from journal entries to transaction matching and reconciliations.
Learn how agents can:
Prepare accounting work end to end: Agents draft journal entries, accruals, and reconciliations with the right support attached, ready for your team to review.
Match transactions automatically: Agents create matching rules and reconcile high-volume activity, from Navan spend to payroll and payment processing, with full lineage back to source.
Keep accountants in control: Agents attach evidence, route every output through your approvals, and escalate exceptions to a person. Nothing posts without sign-off.
Join us live for a walkthrough. The session will not be recorded.
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