AI Admin Agent for Accounting Firms 🤖

This is what I like to call an AI employee for a very specific vertical meaning an AI agent that will be focused on doing a very specific job.

Almost like you're hiring someone with a very specific job description as you should.

So this one is what I call admin hire, AI employee or AI agent and he's handling documentation for in this particular case an accounting firm that handles a lot of documents for a lot of clients.

So The admin hire is AI, assistant AI agent that will check documents, flag what is missing, if anything is missing, prepare follow ups and handle that to the human.

And that's living in.

have, we do have a dashboard that's what I'm showing here but also the slack agent where you can communicate with the agent on demand or also on schedule and go back and forth and that agent will actually perform actions to you, not just reply on what you should do.

So let's start with make the problem recognizable for everybody.

Let's say a client tells you everything is attached, right?

but the bank statement covers the wrong month and the credit card statement is actually missing.

Someone still has to open the files, checks everything.

And that if you account and if you take into consideration that you have lots of clients, that's a perfect job for an AI agent to do for you.

So this is one question that we can ask the admin hire here.

Asking about which clients still need documents and just for information we have a situation here in the dashboard that we have five clients that still need documentation and five that are ready like the documents matched what it needs to.

So if you go back to the slack it's going to flag us five clients and you're going to see in a few moments that it's going to match what is here.

because I already run of course a first example.

So if we have in the dashboard here all it's going to show all 10 clients you can already see that some are flagged.

And here you can filter whenever you think the client sends you a new document that you requested you can check the inbox or you can also schedule the agent to check every 30 minutes, every one hour.

So you see for those that are in need for something, every one of them we have a specific situation of what is missing, what is matching and the follow up proposal here.

So if we check here, Seder Street Coffee, they sent us the operation for this particular period.

If we open the PDF it's going to show us this for the July of 2026 and this information for this credit card was not provided.

So this is wrong period and this is not provided.

And if you see if you want to open this draft to send this client the follow up it's going to be showing here both the corrections we need from the client.

Other of course clients have other situations wrong period.

But this credit card was a match so it's accounting for that.

We can also click here of course.

And for the ready ones of course everything is a match so there is no follow up and the agent did everything by itself.

We didn't do anything.

Now we can even check something in real time.

I have prepared here two documents that are the ones that are missing or that are wrong.

For the Cedar Street Coffee example, the wrong period one now has a right period and the one that was not provided this was the wrong one.

And this is the correct one.

Just like this as well.

So by attaching those sending this email.

We can maybe wait a few seconds and if I check inbox here, this is refreshing the Gmail that we have connected here because this agent is connected both to the Gmail of this client and the Slack as you saw.

But it also triggers the agent on Slack.

so this should refresh the CIDR situation here.

So if we check reviewing the inbox, this should be updated at any moment.

And again we can have that running on schedule.

So of course whenever you know that the client has sent something updated, something new, you can click on here or when you don't know the agent will be running on schedule anyway.

And of course this is Dashboard that I have created.

We can use the client's own dashboard CRM system, whatever that is.

So it's not here anymore because it's on ready.

See there's sweet coffee.

Both are a match.

There is no follow up needed anymore.

That took about maybe one minute, one minute and a half.

So now if we go back to Slack and answer here on this thread, let's see if it already picks up the correct situation or status for the Cedar result as it should, It's ready for human review because we are assuming we want a human in the loop here.

of course this is, we can customize it for the need of the client, Whatever that is.

So to recap this AI admin is a AI agent that handles the document, the document Chase and your team will handle the books.

you check what arrived, prepare the next step, follow ups, check again, keep the queue, update.

This is one example that we have been through.

When the client says everything is attached and it's not really, things are missing, the agent picks that up, flags, prepare a follow up, it checks again for you on schedule or on demand.

For each of your current clients can connect to every single one of your system and you can focus your communication on Slack, whatever Telegram, whatever it is that you use for that and also on the dashboard that you saw.

So this is one example, of course we can customize that for everything and this is only using for the technical part we are deploying that on a vps.

We are using Hermes agent on my, GPT subscription, actually, for the client.

We can also do that with, an API for other models and connecting with a Slack app and with your Gmail as well.

So if your team is handling this kind of work every month, you can definitely benefit from this type of agent.

and if you make it, in a very specific job description, it's not going to waste tokens, money, quite the contrary.

It's going to save you time and even, reduce errors, speed up your process, allow you to deal with more clients, make more out of your time, and that's it.

Thank you for watching.

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Cheers.