Finance and legal agents
Agents for bookkeeping, expenses, contracts and compliance work that a professional signs off.
13 agents, each with its inputs, outputs and review level checked by a person.
Finance and legal agents do the reading and preparation that professionals then sign off: categorising transactions and reconciling accounts, chasing receipts and closing the books, reviewing contracts for risky clauses, drafting redlines, and answering questions from a body of documents. They are built for work where a mistake is expensive, so the better ones show their reasoning and keep a person in the loop. The listings record what each agent needs (an accounting system, a document set, a playbook of clauses), what it returns, and whether a professional reviews the output.
Choose by the professional who will own the result. Bookkeeping agents suit a founder or a small finance team with a connected accounting system. Contract agents suit a legal team with a clause playbook to enforce. In both cases pricing is often on request, and the listing says so rather than guessing.
The agents
- Harveyby HarveyRuns legal research, document review and drafting tasks over a firm's own files for lawyers to check.Pricing not publishedNeeds configurationHuman reviewDetails
- Brex Agentsby BrexFiles employee expenses, audits every transaction against policy and approves the low-risk ones.Freemium, from $12 per user/moNeeds configurationOptional reviewDetails
- CoCounsel Legalby Thomson ReutersPlans and carries out legal research and drafting from a plain-language request, grounded in Westlaw.Pricing not publishedNeeds configurationHuman reviewDetails
- Digitsby DigitsKeeps the books current from connected bank feeds and flags the transactions a person should check.Subscription, from $65/moNeeds configurationOptional reviewDetails
- DraftWiseby DraftWiseDrafts and redlines contracts from a firm's own precedent and compares positions with past deals.Pricing not publishedNeeds configurationHuman reviewDetails
- Ironclad Juristby IroncladDrafts, reviews and negotiates contracts inside Ironclad's contract lifecycle platform for legal teams.Pricing not publishedNeeds configurationHuman reviewDetails
- Kickby KickCategorises business transactions as they arrive and produces tax-ready statements for a CPA.Freemium, from $40/moNeeds configurationOptional reviewDetails
- Legoraby LegoraPlans and executes review, research and drafting tasks for lawyers, then hands back the result for judgment.Pricing not publishedNeeds configurationHuman reviewDetails
- Puzzleby PuzzleCategorises and reconciles startup transactions through the month and drafts the financial statements.Subscription, from $30/moNeeds configurationHuman reviewDetails
- Ramp Agentsby RampCodes expenses, checks invoices and approves routine spend, escalating anything that needs a person.Freemium, from $15/mo per userNeeds configurationOptional reviewDetails
- Spellbookby SpellbookReviews and redlines contracts against a team's playbook inside Word, with an agent for multi-document work.Quote on requestNeeds configurationHuman reviewDetails
- Vic.aiby Vic.aiReads incoming invoices, matches them to purchase orders and routes approvals and payments.Pricing not publishedNeeds configurationOptional reviewDetails
- Zeniby ZeniRuns startup bookkeeping, bills and reimbursements with AI agents checked by a finance team.Subscription, from $494/mo billed annuallyNeeds configurationOptional reviewDetails
No agent matches. Clear the search or choose another filter.
Questions
Can a legal agent give legal advice?
The vendors here position their agents as tools for lawyers and legal teams, not as advice. The review level on each listing shows that a professional reviews the output.
Do bookkeeping agents file taxes or move money?
The listings record what each vendor documents. Most categorise, reconcile and prepare; filing and payments, where offered, are separate services the listing names if the vendor states them.
Is pricing published?
Often not in this category. Where a vendor publishes a starting price the listing shows it with the date it was checked; otherwise the listing states that pricing is on request or not published.