Reimagine your business model, one automation at a time.
· Trial Balance (TB) · General Ledger (GL) · Financial Statement (FS) · 1099 Worksheet, NEC and MISC (WS) · Data Extraction · Quality Control · File Updates · Cash Distributions and Receipts · Big Ticket Items · Audit Testing · Emailed Payrolls · Prevailing Wage · WH-347 Forms · Section 3 Certification Forms
· Trial Balance (TB) · General Ledger (GL) · Financial Statement (FS) · 1099 Worksheet, NEC and MISC (WS) · Data Extraction · Quality Control · File Updates · Cash Distributions and Receipts · Big Ticket Items · Audit Testing · Emailed Payrolls · Prevailing Wage · WH-347 Forms · Section 3 Certification Forms
Email your agent. That’s it.
No implementation day. Everyone at your company is already using email.
Our Coffeehouse of Agents.
Accounting Agents
Fully integrates with your current platform, including CCH Axcess and Pfx Engagement
Trial Balance (TB)
Raw data from clients is extracted, transformed and loaded onto your platform as a platform-ready trial balance. This agent can handle raw data, ranging from holding company documents to general ledgers and bank statements that span thousands of pages.
Raw data from clients is extracted, transformed and loaded onto your platform as a searchable and platform-ready general ledger. This agent can handle everything from holding companies to GLs that are thousands of pages long.
A formatted financial statement, including all requested financial information derived from the Trial Balance and existing client data, is generated and provided for review. All data can be traced back to source documents and is ready to load onto your platform with all links preserved.
Vendor data from clients is extracted, transformed and loaded as an editable worksheet that identifies which vendors should receive which 1099 form. For vendors that do not qualify, a justification is given. Output from the 1099 Worksheet is merged with client data to provide the input necessary for CCH Engagement to produce both NEC and MISC 1099s.
Specific data based on the type of entry, account number, or data source is extracted from the General Ledger and/or Trial Balance and provided directly to the user.
Quality Control
This agent checks all final audit documents so you can rest assured your work is compliant with the applicable quality standards . A summary report is provided directly to the user. It includes data tracebacks to source documents.
File Updates
Specific outputs and client data within CCH ProSystem fx Engagement and CCH Axcess Engagement upload upon request. We integrate across platforms, offering functionality similar to what APIs allow.
Cash Distributions and Receipts
Transactions for cash disbursement and cash receipts are extracted from the Trial Balance output and provided directly to the user.
Big Ticket Items
Big ticket items are extracted from the Trial Balance output and provided directly to the user. All limits are defined by the user.
Audit Testing
This growing set of agents perform Completeness Testing, Reconciliation, and Benford’s Law Analysis, providing the results directly to the user.
Payroll Agents
From data entry directly to data that is ready for payroll
Emailed Payrolls
This agent allows clients to continue submitting payroll as they wish by extracting, transforming and loading all payroll data directly from email. It will extract payroll data from inline text, attached Excel sheets, or PDFs. Employee nicknames, client by client formats and your inhouse practices are all learned, embedded and automated.
Prevailing Wage
This agent allows field staff to submit hours either through an app interface or on paper. It will find the appropriate rates for defined jobs, extract the necessary data, perform the required calculations, and provide you with the data needed to run payroll.
Compliance Agents
From forms to reportable data
WH-347 Forms
This agent automatically finds WH-347 data in various formats within predefined folders, extracts the necessary data for reporting and uploads it to your preferred reporting source.
Section 3 Certification Forms
This agent automatically finds Section 3 Certification data in various formats within predefined folders, extracts the necessary data for reporting and uploads it to your preferred reporting source.
Your client data stays yours.
A full stack solution
No LLMs
No third party LLMs are used for processing. All models are fully trained on your data and practices and applied only to your firm. Our models are proprietary, fully backed up and remain on-premises.
No 3rd party storage
Your client relationships remain trusted and intact. All data remains on your servers or within your cloud environment. We do not use any third party, cloud storage solutions. It ends with you and us.
No cloud infrastructure
We are full stack on our end; no third party solution providers are involved in our infrastructure. All data processing remains between you and us; your infrastructure remains intact.
No long term storage
We do not want your data. It is cached for processing and fully cleared afterwards. No third parties are involved in data processing, storage or across our infrastructure, and we do not store your data.
Your files? Yeah we handle those too
We can handle them all… need something else, just let us know.
