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Client task template
A payment does not match an invoice
AI Invoice-Bank Reconciliation Agent
Match supplied payments and invoices, explain differences, and keep partial payments separate from settled balances.
For accounting firms
AI agents for accounting firms
Give clients an AI agent that helps reconcile records, clarify transactions, or understand their financial reports. Choose a template for the part of your accounting service they need to complete.
Overview
Accounting firms can use customer-facing AI agents to turn client records and questions into useful accounting work. The agent opens through its own page and URL. Clients explain entries by text or voice and inspect the worksheet or report as it changes.
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The experience you can offer
Help a client reconcile payments and understand outstanding financial records.
The agent asks for the relevant details, applies your knowledge, and presents the result on its page. A changed answer updates the work in that same session. You choose whether clients pay for the digital service or continue to a booking, your team, or a connected system.
Your knowledge makes it yours
Client records, service-specific questions, calculation methods, document requirements, and permission boundaries.
Create my AI agentFind your use case
Explore the tasks you can offer.
Each link opens the full example with its client result, required knowledge, and setup. Starting points show a reusable task and need to be adapted to your business.
02
Client task template
Your team needs the purpose of a transaction
AI Bookkeeping Clarification Agent
Ask the client what a purchase was for and collect the missing evidence.
03
Client task template
The client needs to understand the monthly results
AI Financial Report Agent for Accounting Firms
Let the client explore the prepared report and ask what contributed to a change.
How to choose
Choose reconciliation when records need matching. Choose clarification when the missing input is the client explanation. Choose report guidance once the report is ready and the client wants to understand it.
Start with one result you can explain and test. Ask the builder to help define that result before adding more tasks or connections.
How it works
From your process to a client-facing AI agent.
Choose the task
Choose an example or describe the work your clients should be able to complete. Keep its scope tied to a service you can explain and test.
Add your knowledge and tools
Give the agent your questions, rules, examples, and approved materials. Connect the records or workflow needed to complete that particular task.
Test and share the link
Try a complete client session, including a changed answer and missing information. Publish the agent and share its URL when the result and configured actions work as intended.
Common questions
What do these AI agents do for accounting firms?
Accounting firms can use customer-facing AI agents to turn client records and questions into useful accounting work. The agent opens through its own page and URL. Clients explain entries by text or voice and inspect the worksheet or report as it changes.
How do I choose a template?
Choose reconciliation when records need matching. Choose clarification when the missing input is the client explanation. Choose report guidance once the report is ready and the client wants to understand it.
Can I keep the systems my team already uses?
Yes. Choose the template for the client task, add your business materials, and configure the tools that receive the result. Test access and data transfer before using real client records. The agent remains the client-facing experience while your connected systems continue their work.
By Vlad Yanch
Updated
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