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AI agents for accounting

AI agents for accounting firms and finance teams.

Gaper builds and deploys supervised agents for accounting and finance, reconciliation, AP/AR exceptions, close prep, and document processing, wired into your ledger with approvals and a full audit trail.

Book a free AI assessmentWhat is an AI agent?
Map the workflowBuild the supervised agentSandbox, verify, go live
gaper · workflow
TriggerNew support ticket
↓
AgentClassify · look up order · decide
↓
ActionRefund issued · case closed
−42%handle timeauto-resolved
In one sentence

An AI agent for accounting is software that reads financial documents and systems, reconciles transactions, chases and resolves exceptions, and drafts the close, with human approval on anything that posts.

AuditableFull trail on every action
Human-gatedApproval before it posts
Model-agnostic
You own itIn your stack
Why this matters

Accounting is full of repeatable, exception-heavy work that still eats senior time. Rules-based automation breaks on the messy cases, and the judgment is exactly where the cost is.

Production filter
  • Does it touch real systems?
  • Can the outcome be measured?
  • Where does human approval stay?
  • Who owns it after launch?
Free AI assessment

Book a free assessment. We will identify one high-leverage workflow, make the build-vs-buy call, and scope the smallest production release.

Map your first production agent
How we work

From strategy to production, owned by your team.

  1. 01

    Map the workflow

    We start from the documents, systems, and edge cases your team handles today, then turn the repeatable path into an agent workflow map.

  2. 02

    Build the supervised agent

    We build on the right model for the job, with retrieval, evals, guardrails, and human approval gates where the work carries risk.

  3. 03

    Connect your systems

    The agent gets the data, APIs, and write-backs it needs to finish work inside your systems of record, not beside them.

  4. 04

    Sandbox, verify, go live

    We launch in a sandbox, verify every run, then move into supervised production with traces, rollback, and an owner.

What we build

Agents wired into the systems you already run.

Reconciliation

Match transactions across systems and surface the breaks that need a human.

AP / AR exceptions

Resolve mismatches, chase missing data, and route approvals to the right owner.

Invoice & receipt processing

Read messy documents, extract the fields, and post with a human gate.

Close prep

Assemble schedules, flag anomalies, and draft the entries for review.

Audit support

Pull samples, tie out documentation, and keep an evidence trail.

Categorization

Classify transactions consistently against your chart of accounts.

Client communication

Draft grounded, on-policy client requests and follow-ups.

Reporting

Generate the recurring reports and variance notes finance asks for.

Beyond rules: agents that handle the exceptions

Scripted automation breaks the moment a document is messy or a number does not tie out. Agents reason about the exception, gather what they need, and escalate the judgment call to a person.

  • Reads unstructured documents
  • Resolves, not just routes
  • Escalates the close calls
Exception flow
TriggerRetrieveDecideAct

p95 latency 1.2s

eval pass 12/12

rollback ready

Auditable by design

Every action the agent takes is logged, sourced, and reversible, and nothing posts without a human approval where it matters. The trail is built for your reviewers and your auditors.

  • Full audit trail
  • Approvals before posting
  • Evidence tied to every entry
Control room
approval queue3 cases need human sign-off

Low confidence, policy exception, or protected data.

01Source checked02Risk scored03Human approved04Audit trail saved

Where accounting SaaS stops

Practice-management and ledger products cover the standard path; the firm-specific workflows and integrations are where they leave you. We build custom where it pays off, and say so when a product wins.

  • Custom where products fall short
  • Wired into your ledger
  • Honest build-vs-buy call
Build vs. buy
Buy

Use a product when the workflow is standard and the data path is simple.

Fast startLess control
Build

Build when integration, compliance, or differentiation decide the outcome.

Your stackYour code
Model and stack agnostic
QuickBooksNetSuiteXeroSalesforceSnowflakePostgresOpenAIClaude
FAQ

Questions buyers ask us.

What is an AI agent for accounting?+
Software that reads financial documents and systems, reconciles transactions, resolves exceptions, and drafts the close, with human approval on anything that posts.
How is it different from rules-based automation?+
Rules break on exceptions and messy documents. An agent reasons about the unusual case, gathers what it needs, and escalates the judgment call, instead of failing silently.
What accounting workflows can you automate?+
Reconciliation, AP/AR exceptions, invoice and receipt processing, close prep, audit support, categorization, and recurring reporting.
Is the work auditable?+
Yes. Every action is logged and sourced, nothing posts without the approvals you set, and the evidence trail is built for reviewers and auditors.
Does it work with our accounting system?+
Yes. We integrate with QuickBooks, NetSuite, Xero, and your data warehouse via their APIs.
Who owns it after launch?+
You own the code and the audit trail. We can hand it to your team or run it under an SLA with monitoring and ongoing evals.
Keep exploring
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Production AI agents, shipped with an owner

Ready to deploy your first agent?

Book a free 30-minute assessment. We'll map the highest-leverage workflow and scope the smallest thing worth shipping, live in as little as 24 hours.

Build, deploy, runYour cloudYou own the code