Automates comprehensive accounting workflows including bookkeeping, tax planning, payroll processing, sales tax compliance, and client management. Integrates with QuickBooks and processes financial documents with AI-powered transaction categorization and compliance monitoring.
An intelligent bookkeeping MCP server for QuickBooks Online that enables natural language control over categorization, reconciliation, monthly close, and anomaly detection.
Automates ingestion, normalization, validation, review, and posting of insurance carrier statements to Applied Epic, with safety features like trial mode and human review queues.
An accounting-ops agent that reconciles payments against open orders, auto-books provably safe payments through a deterministic policy gate, and escalates exceptions to a human queue with audit trails.
Parse and query bank statements — turn PDF statements into structured transactions, accounts, and balances, with balance-reconciliation checks. A deterministic financial memory for AI agents, served as a hosted streamable-HTTP endpoint (API key or OAuth).