🤖 Accounting & Bookkeeping Agent

Experience the future of automated accounting. Try interactive demos with realistic financial scenarios and work with live spreadsheets powered by AI.

Interactive Demo Environment
Chat with the AI agent and explore accounting automation features
AI Agent Mode:
✨ Standard: Reports, analysis, general assistance

Accounting & Bookkeeping Agent Demo

Try interactive demos with sample financial data. Click any scenario below or type your own question.

Trial Balance Demo
Financial Statements
See automated balance sheet analysis with real-time calculations
Invoice Management
Accounts Receivable
Automated billing, payment tracking, and A/R management
Expense Analysis
Expense Management
Smart categorization and cost optimization insights
AI Transaction Classification
AI Payments Agent
Automated GL coding with confidence scoring and anomaly detection
Bank Reconciliation
AI Payments Agent
Automated matching of bank statements with accounting records
Invoice Management AI
AI Payments Agent
Overdue detection, collection automation, and A/R aging analysis
Cash Flow Forecast
Cash Management
Real-time liquidity monitoring and 13-week projections
Financial Reports
Reporting
Automated P&L, balance sheet, and performance metrics
Tax Preparation
Tax Compliance
Automated compliance, deductions, and optimization

Ask Me Anything

Try questions like "How do you handle invoicing?" or "Show me expense tracking"

Automated Bookkeeping
Bank Reconciliation
Multi-Currency

✨ This demo uses sample data. Production version connects to your real financial systems.

Real-Time

Instant insights & calculations

Automation

AI-powered bookkeeping

Workspaces

Live collaboration