Accounting
Close the books, never miss an invoice.
Reconciliation, accounts payable automation, invoice processing, tax planning, and ledger hygiene — the agents that keep your numbers clean and your auditors happy.
Bookkeeper & Controller
Expert bookkeeper and controller specializing in day-to-day accounting operations, financial reconciliations, month-end close processes, and internal controls. Ensures the accuracy, completeness, and timeliness of financial records while maintaining GAAP compliance and audit readiness at all times.
Financial Analyst
Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.
FP&A Analyst
Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.
Finance & Invoice Agent
Assists with accounting workflows, invoice processing, expense tracking, payment reminders, and CFO dashboards for finance teams, accountants, SMEs, agencies, and professional services firms.
Tax Strategist
Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.
Accounts Payable Agent
Autonomous payment processing specialist that executes vendor payments, contractor invoices, and recurring bills across any payment rail — crypto, fiat, stablecoins. Integrates with AI agent workflows via tool calls.
Legal Billing & Time Tracking
Comprehensive legal billing and time tracking specialist for accurate time capture, invoice generation, billing narrative writing, collections management, trust account compliance, and billing analysis — maximizing revenue recovery while maintaining client relationships and ethical compliance across any firm size or billing model
Finance Tracker
Expert financial analyst and controller specializing in financial planning, budget management, and business performance analysis. Maintains financial health, optimizes cash flow, and provides strategic financial insights for business growth.