AI agents for bookkeeping
Categorise transactions, reconcile accounts and chase receipts.
9 agents, each with its inputs, outputs and review level checked by a person.
Bookkeeping agents categorise transactions, reconcile accounts, chase receipts, and prepare the books for a close or a filing, working from a connected accounting system and bank feeds. They return categorised ledgers, reconciliations and reports for an accountant or a founder to approve. The listings record what each agent connects to, what it does on its own, what it prepares for review and how it is priced, which is often on request.
Choose by who owns the books. A founder with a small company wants an agent that keeps the books current and flags questions; a finance team wants an agent that speeds the close inside its existing system. Check the accounting system integrations first.
The agents
- Beam AIby Beam AITurns a standard operating procedure into an agent that runs the process with approvals on critical steps.Pricing not publishedNeeds configurationOptional 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
- Digitsby DigitsKeeps the books current from connected bank feeds and flags the transactions a person should check.Subscription, from $65/moNeeds configurationOptional reviewDetails
- Kickby KickCategorises business transactions as they arrive and produces tax-ready statements for a CPA.Freemium, from $40/moNeeds configurationOptional reviewDetails
- Nanonetsby NanonetsTurns policies and procedures into agents that process invoices, orders and claims and route exceptions to people.Pricing not publishedNeeds configurationOptional 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
- 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
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Related
Groups that share agents with this one.
Questions
Does a bookkeeping agent file taxes?
Only where the vendor offers that as a separate service, and the listing names it if documented. Most categorise, reconcile and prepare.
Can it move money?
The agents listed here do not initiate payments unless the listing says so under outputs and review level.