Automate Accountant Workflows with AI Agent
If you can use a spreadsheet, you can automate any repetitive task.
No code required. Build workflows in minutes.
If you can use a spreadsheet, you can automate any repetitive task.
No code required. Build workflows in minutes.
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How it works
Easily automate tasks with AI spreadsheets in three simple steps.
Save time, reduce effort, and focus on what matters — no coding needed!
Start by creating a column in your AI spreadsheet. This column can hold important information like client financial data or tax filing details. This is a key step because it forms the foundation of your workflow. Just input the data you want to automate, and you’re all set! Think of each column as a tool that helps you organize your accounting tasks efficiently.
Next, you’ll need to give clear instructions for what you want your workflow to do. Decide what actions should happen for each piece of data. For example, you can set it to calculate taxes, generate invoices, or schedule client meetings. This step customizes the automation to fit your specific accounting needs, ensuring each task is done just as you want it.
Finally, you’re ready to activate your workflow. Simply click to run any cell or row, and watch the automation spring into action. It will complete the tasks you’ve set up in real-time, saving you time and effort. With the automation handling these repetitive tasks, you can focus more on providing valuable financial advice to your clients!
Integrations
Connect with over 100 popular tools and services, making it easy to incorporate into your existing workflow.
Workflow Templates
Automatically generate and send invoices to clients based on predefined billing cycles.
Track and categorize expenses automatically from bank statements or receipts.
Automate tax calculations for different clients based on their financial data.
Send automated reminder emails to clients for upcoming deadlines or meetings.
Generate detailed financial reports for clients or internal use with a single click.
Process payroll automatically, including deductions and direct deposits.
Automate compliance checks for financial regulations and standards.
Match Your Needs
Billed Yearly
Billed Monthly
Perfect for individuals or small teams.
/per month
Included Features
Unlimited users
500 credits
Concurrent 5 workflows
Daily Data Sync
Get Started for Free
Ideal for growing businesses.
/per month
Included Features
Unlimited users
2000 credits
Concurrent 25 workflows
Hourly Data Sync
Get Started For Free
Best for large organizations.
Included Features
Unlimited users
100,000+ credits
Unlimited Concurrent workflows
Realtime Data Sync
Contact Us
Streamline your accounting tasks effortlessly. Automate repetitive workflows and focus on what truly matters—providing exceptional financial services to your clients.
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