Use cases · Accounting firms
Accounting firms:every client, the same way.
Client document intake, month-end close for many clients at once, engagement reporting by hand. We take the intake queue or the close checklist live in seven days, run the same way for every client, with the partner’s sign-off kept.
20 minutes. No deck.
We name one build worth doing—or say no.
No email app set up? Write hello@agentsautonomous.com
Client document intake, the close for many clients at once, and engagement reporting assembled by hand.
The client intake queue or the close checklist, run the same way for every client, with the partner’s sign-off kept.
Scoped credentials per client, nothing retained beyond the record you approve, and a team trained to change the workflow without calling us.
Thomson Reuters Institute: organization-wide AI use in professional services nearly doubled, 22% to 40%, in a year (1,500+ surveyed). 2026. Source
Where we usually start.
Three builds · one at a time
The two exit gates. Day 2: if the source data isn’t there, we stop and you pay for the map only. Day 7: the tests pass, or the final payment waits. The full offer.
Straight answers.
Three questions · asked on most first calls
Does this touch client data?
Only the sources named in the statement of work, with scoped credentials per client. Nothing is retained beyond the record you approve; the full data boundary is on the security page.
Which practice systems?
Your practice management tool, the client accounting systems and the document portal. QuickBooks, Xero and NetSuite are the usual first connections.
Can we run it ourselves after?
Yes. We train the people who own the workflow until they can change it without calling us, and stay one call away.
Related: All use cases · How we compare · Security
20 minutes. A straight answer.
Bring the client workflow you repeat sixty times a month. We name the seven-day build on the call—or tell you not to automate it.
Security first? Ask for the packet: data boundary, access, approvals, logs.
No email app set up? Write hello@agentsautonomous.com