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ai automation for accounting firms

AI automation for accounting firms that stays human-gated on filings.

Gaper builds and deploys supervised AI agents that run reconciliation, document processing, and reporting for accounting firms. Every filing-grade action stops for a human to approve, and your firm owns the code, evals, and runbook.

Book a free AI assessmentWhat is an AI agent?
Map the workflowBuild the supervised agentSandbox, verify, go live
gaper · opportunity map
Support triage92
Invoice processing84
Lead enrichment71
Report drafting58
ranked by ROI × feasibilityship #1 first
In one sentence

AI automation for accounting firms is supervised AI agents that handle high-volume bookkeeping work, transaction reconciliation, document and statement processing, and reporting, inside the firm's own systems. The agents draft and prepare, while every filing-grade action waits for a human to review and approve.

ProductionNot another demo
Model-agnostic
In your cloudYour auth, your data
You own itCode, evals, runbook
Why this matters

Reconciliation, statement coding, and report prep eat senior hours that should go to advisory work, but no firm can let an unsupervised model touch a return, a ledger close, or a client filing.

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, SOPs, portals, inboxes, and spreadsheets your team already uses, then turn the repeatable path into an agent workflow map.

  2. 02

    Build the supervised agent

    We build on OpenAI, Claude, Gemini, or the right model for the job, with evals, guardrails, citations, and human approval gates where risk matters.

  3. 03

    Connect the stack

    The agent gets the data layer, APIs, MCP tools, auth, and write-backs it needs to finish work inside your systems, 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.

Transaction reconciliation

Agents match transactions across bank feeds, the ledger, and source documents, then flag the exceptions a human needs to resolve instead of forcing manual tie-outs on every line.

Document & statement processing

Read invoices, receipts, bank statements, and W-9s, extract the fields, and code entries, with low-confidence items routed for review rather than guessed.

Reporting & close prep

Draft management reports, close packages, and variance commentary grounded in your numbers, ready for a preparer to check, not auto-sent.

Human gates on filings

Returns, submissions, and client-facing filings stop for explicit sign-off. The agent prepares the work; a licensed human approves before anything goes out.

Ledger & workpaper integration

Wired into QuickBooks, Xero, NetSuite, and your document store via APIs, so the agent finishes work in your systems and leaves a workpaper trail.

Audit trail & evals

Every run is traced and citable, with accuracy evals before launch and PII redaction, so partners can see exactly what the agent did and why.

Filing-grade work always stops for a human

Reconciliation and document processing run unattended, but anything that lands on a return, a filing, or a client deliverable waits for explicit approval. The agent prepares and proposes; a licensed professional decides.

  • Approval gates on returns and submissions
  • Low-confidence items routed to a preparer
  • Nothing client-facing sent without sign-off
Control room
approval queue3 cases need human sign-off

Low confidence, policy exception, or protected data.

01Source checked02Risk scored03Human approved04Audit trail saved

Deployed inside your firm's systems

We deploy where your client data already lives: your cloud, your auth, your ledger and document stack. The agent inherits your security posture and leaves a full audit trail instead of moving data to a black box.

  • Runs in your environment with SSO and RBAC
  • PII redaction and full audit logging
  • Connected to QuickBooks, Xero, NetSuite, and your DMS
Deploy target
OpenAIOpenAIClaudeClaudeGeminiGeminiSalesforceSalesforceSnowflakeSnowflakePostgresPostgres
SSORBACAudit logCloud

You own the system, code and runbook

A forward-deployed team builds alongside your firm and hands over a system you control. No per-seat lock-in, no vendor-only workflow trapped outside your stack. You get the code, the evals, and the runbook.

  • Clean, documented codebase your team can extend
  • Evals and runbook delivered with the build
  • Live in as little as 24 hours for a scoped workflow
Handover state
handoff packageCode, runbook, evals, dashboard
owned by your team
Source repoRunbookEval suiteOwner training

Access your auth

Data your environment

Ops monitor or handoff

Model and stack agnostic
OpenAIClaudeGeminiMCPYour APIsSnowflakeSalesforcePostgres
FAQ

Questions buyers ask us.

What accounting work can the agents actually automate?+
High-volume, repeatable work: transaction reconciliation, invoice and statement processing, entry coding, and report and close-package prep. The agent drafts and prepares; judgment-heavy and filing-grade steps stay with your team behind approval gates.
Does the AI file returns or send client work on its own?+
No. Filings, returns, and client-facing deliverables are human-gated by design. The agent prepares the work and routes low-confidence items for review, but a licensed professional approves before anything is filed or sent.
Does Gaper build this, and do we own it?+
Yes. Gaper builds and deploys the agent into your firm's existing systems, then hands over the code, evals, and runbook. Your firm owns and can extend it. We do not place or staff out accountants or developers; we deliver the working system.
How does it keep client data secure and compliant?+
We deploy inside your cloud with your auth, SSO, RBAC, PII redaction, and full audit logging, so client data never leaves your boundary. Every agent run is traced and citable for review and audit.
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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