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Practical guide · Accounting · Free PDF
5 essential
AI agentsfor accounting teams
Practical use cases and a method to turn ideas into action.
Accounting: explore agents for entries, reconciliations and month-end close. Start with a useful output and keep human approvals in place.
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Five AI agents · Accounting
Find the right agent
for your team.
Each one-page use case covers the problem, AI opportunity, data and connections, methods, deliverables and performance indicators.
Accounting documents: Journal entry preparation agent
Prepare entries with their supporting documents.
Proposed journal entryReconciliation: Accounting reconciliation agent
Match accounting items and explain unmatched balances.
Reconciliation recordAccounting controls: Accounting exception agent
Prepare exceptions for a focused accounting review.
Exception reviewMonth-end close: Close pack preparation agent
Prepare the close pack and its explanations.
Close packAccounts receivable: Overdue invoice follow-up agent
Follow up unpaid invoices with verified context.
Receivables follow-upReal pages from the guide · Click to enlarge
From ideas to implementation
A practical method
to start building.
Choose a useful task, scope your first pilot and measure what it delivers.
Prioritise your use cases
Compare impact, feasibility and viability, then place your use cases on the matrix.
Follow the AIDATE method
Analyse, identify, design, automate, test and enhance.
Choose how to build
No-code, hybrid or code: choose an approach and use a clear instruction template.
Measure the value delivered
Measure quality, processing time, build costs and ongoing operating costs.
Your free guide
Get your free
practical guide.
Get the use cases and tools to start the discussion with your team.
- Five detailed use cases with data, deliverables and metrics.
- A method to prioritise and implement.
- A blank worksheet you can complete inside the PDF.
- Six more use cases to explore.
Your questions
Before you start.
Who is this guide for?
Managers and business teams working in accounting who want to choose a useful AI task, gather the right data and prepare a measurable pilot.
Do I need to code?
No. The guide explains no-code, hybrid and code approaches, with pointers for choosing according to your integrations, skills and maintenance needs.
What is included?
A 17-page English PDF: five detailed use cases, prioritisation, AIDATE, build approaches, clear instructions, performance measurement, six further examples and a fillable worksheet.
Who approves the result?
The business owner keeps decision authority. Each use case identifies sources and human approval; missing or uncertain information remains visible.
The five use cases and fillable worksheet in one PDF.
Download the free guide