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ai automation for accounting firms

AI automation for accounting firms, human-gated on every filing.

Gaper builds and deploys supervised AI agents that handle reconciliation, document processing, and reporting inside your accounting stack. We deploy on your data and auth, gate every filing on a human, and hand over the code, evals, and runbook your firm owns.

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 the use of supervised production AI agents to run repeatable finance work, bank reconciliation, document intake, and reporting, inside a firm's existing ledger and document systems. Every filing or client-facing submission stays gated on a human reviewer who approves before anything is sent.

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

A demo that reconciles one clean ledger is easy. An agent that survives messy bank feeds, mismatched invoices, and a partner's signature on a return is the hard part, and it is the only part that protects the firm.

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.

Bank & ledger reconciliation

Agents match transactions across bank feeds, ledgers, and statements, clear the routine matches, and surface only the exceptions a human needs to judge.

Document intake & extraction

Read invoices, receipts, bank statements, and W-forms, extract the fields, and post them into your ledger with citations back to the source page.

Reporting & close support

Draft trial balances, variance summaries, and management reports from your own numbers, with every figure traceable to its underlying entry.

Human-gated filings

Returns, statutory submissions, and client-facing reports stop at an approval gate. A reviewer signs off before anything leaves the firm.

Exception routing

Mismatches, missing documents, and low-confidence reads are escalated to the right person with the context attached, not silently guessed.

Audit trail & traceability

Every run leaves a trace: what the agent read, what it posted, what it flagged, and who approved it, ready for review and audit.

Deployed on your data and auth, not a third-party silo

Client financial data is sensitive and regulated. We deploy the agent inside your environment, on your ledger, document store, and auth, so it inherits your security posture instead of moving data somewhere new.

  • Runs in your cloud or ours
  • SSO, RBAC, and PII handling
  • No data retention you didn't ask for
Deploy target
OpenAIOpenAIClaudeClaudeGeminiGeminiSalesforceSalesforceSnowflakeSnowflakePostgresPostgres
SSORBACAudit logCloud

A human signs every filing

Automation moves the routine work; people keep authority over anything that goes to a client or a regulator. We build approval gates on filings, statutory submissions, and reports so a reviewer always confirms before it is sent.

  • Approval gate on every filing
  • Exceptions escalate with full context
  • Kill switch and rollback on any run
Control room
approval queue3 cases need human sign-off

Low confidence, policy exception, or protected data.

01Source checked02Risk scored03Human approved04Audit trail saved

From pilot to a production close, the part most firms miss

Plenty of tools demo a clean reconciliation. Production accounting work means messy feeds, edge cases, and a partner accountable for the result. We design for that: evals before users, gates on risky steps, and a named owner at go-live.

  • Evals that gate every release
  • Tested against your real edge cases
  • A runbook your team owns
Release gate
  1. 01Eval suiteknown + edge casespass
  2. 02Policy checkguardrails enforcedpass
  3. 03Human fallbacklow-confidence routedhold
  4. 04Releaseshipped to prodlive

p95 latency 1.2s

eval pass 12/12

rollback ready

Model and stack agnostic
OpenAIClaudeGeminiMCPYour APIsSnowflakeSalesforcePostgres
FAQ

Questions buyers ask us.

What accounting work can Gaper's agents automate?+
Repeatable, judgment-heavy finance work: bank and ledger reconciliation, invoice and receipt intake, document extraction, and reporting drafts. Anything that touches a filing or a client submission is built with a human approval gate, so a reviewer confirms before it is sent.
How do you keep client financial data secure?+
We deploy inside your cloud on your own data and auth, with SSO, RBAC, PII handling, and full audit logging. Data stays within your boundary, and we retain nothing you have not asked us to.
Does the agent file or submit anything on its own?+
No. Returns, statutory submissions, and client-facing reports stop at an approval gate. The agent prepares the work and shows its sources; a human reviews and signs off before anything leaves the firm.
Which models and systems do you build on?+
We are model-agnostic: OpenAI, Claude, or Gemini, chosen per task, deployed in your cloud and integrated with your ledger, document store, and APIs via MCP. You get the code, evals, and runbook, and your firm owns it.
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