Work items
Know what needs doing
Bring the next piece of accounting work into focus, with the right context close at hand.
AI agents for accounting
Give accounting work the context, tools, and attention it needs, from the first signal to the final review.
Book a demoBuilt for accounting firms and bookkeepers
Illustrative firm logos for this design study
[01] PRODUCT/ ACCOUNTING WORK, END TO END
Understand the work.
Carry it through.
Book a demo Connected systems
Work across your tools
Let agents use the accounting, email, and document systems your firm already relies on.
Review
See what happened
Follow the work from source evidence through each step and into review.
[02] AGENTS/ BUILT FOR REAL WORK
The foundations for reliable work
Everything an agent needs to work within your firm.
Firm context
Firm procedure
Invoice review
Confirm the source document
Match to the transaction
Record the treatment
Firm policy
Available to agent
Available to agent
Make relevant firm knowledge available when work begins.
Connected tools
Connected systems
AAccounting platform
MEmail and calendar
DDocuments
RSource records
Use the systems your team already works in.
Agent activity
Agent activity
Invoice review Activity trail
Evidence gatheredSource records attached
Procedure followedRequired steps recorded
Ready for reviewAwaiting a human decision
Inspect the steps an agent took and the information it used.
Repeatable procedures
Procedure builder
Invoice reviewDraft
Work item arrivesStart procedure
Gather evidenceSource records
Human reviewDecision required
Give recurring work a clear process to follow.
Quality review
Quality review
Review progress Invoice reviewIn review
EvidenceChecksReview
Keep checks and human judgement in the loop.
Scoped access
Agent permissions
Allowed actions Firm policy
01Read source recordsAllowed
02Prepare review draftAllowed
03Final approvalHuman only
Actions stay within assigned authority
Keep actions within defined permissions and authority.
[03] WORKFLOW
Set the procedures
Victoria follows
Bring firm knowledge, clear steps, and review into the work itself.
Book a demo[04] WORK/ FROM START TO REVIEW
See the work
come together
Explore the workflow Bookkeeping work
From the first signal to a reviewable result.
WORKFLOWSource evidence
The records behind each step stay in view.
WORKFLOWFirm procedures
Use the same standards across repeated work.
WORKFLOWHuman review
Make room for judgement where it matters.
WORKFLOWConnected tools
Work inside the systems the firm already uses.
WORKFLOWQuality checks
Keep the result ready for inspection.
WORKFLOW[05] TRUST/ CONTROL AND VISIBILITY
Built around control
and review
Scoped access
Set boundaries for the tools and actions available to agents.
Evidence in view
Keep the information behind each step available for inspection.
Human judgement
Bring review and approval into the work where they matter.