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AI agentLive AISample data
Bookkeeping agent
Finds uncategorized transactions, fixes them with your approval, and sends a client dashboard.
books.yourfirm.com/clients/coastline/agent
Sample data
Coastline Coffee Roasters, its bank statement, its vendors, and the firm are fictional. The books here are a copy for your visit: approve a write and the panel on the left changes, reset when you want a clean June.
What this mirrors
The bookkeeping and reporting agents built for an accounting firm.
- The real bookkeeping agent recategorizes single-line transactions in QuickBooks. It is admin-only, and every write is restated and confirmed before it runs.
- The reports agent generates self-contained HTML dashboards that render inline; one click delivers a dashboard to the client's portal under Reports, with viewed tracking.
- The bookkeeping platform's agent has 59 tools and gates finalize, reopen, send email, and send invoice behind Approve and Reject cards.
- A prompt-injection screener runs before every message and blocks instruction overrides, cross-tenant access, and prompt extraction.
- Every session has a cost cap and a time limit, and each model turn is metered as a billable request.
- Every tool call is audit-logged with the user, the client, and what changed.
Everything on this page runs on fictional sample data. No client names, no client numbers.
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