AgentWorks for Accountancy and bookkeeping
Your clients send documents. The agents get them ready to book.
Receipts by email, invoices as photos, questions about VAT in between. A team of agents reads what comes in, asks clients for what is missing and checks the administration. The booking stays with your people.
Accountancy and bookkeeping firms of roughly 10 to 250 people, and the finance office of a group of companies.
The work that comes back every week.
Reading client documents
Invoices and receipts as PDF, photo or forwarded email. Every one is typed over or checked.
Chasing what is missing
A receipt without a VAT number, a bank line nobody can explain. The same request, written fresh each time.
Checking the administration
Old open items, customers who pay late, suppliers who were never paid. Found at year end instead of each month.
Year-end preparation
Lists of open invoices and questions per client, built by hand from the same reports.
Client questions by email
Short questions that need a lookup and a careful answer.
Your team
A team of agents, each with one job.
Each agent does one thing well, in your own apps, and asks before it sends or changes anything. You give them their rules. They share the board with your people.
Document reader
Called by the workflow
Reads invoices and receipts from email: supplier, number, dates, amounts and VAT lines.
Reads and extracts on its own. It doesn’t book anything.
Ready-madeMissing-documents chaser
Called by the workflow
Drafts a short, specific request to the client for what is missing or unclear.
Drafts on its own. Every email to a client asks first.
Bookkeeping checker
You ask in chat
Reads the Exact Online administration and lists what needs attention: old open items, late payers, unpaid suppliers.
Read-only. The Exact Online connection can’t change anything.
Ready-madeYear-end preparer
You ask in chat
Builds the year-end checklist from Exact Online: open sales and purchase invoices and the questions for the client.
Read-only. It prepares the list; the accountant works through it.
Ready-madeWorking together
Client documents in, ready to book
Starts when A new email arrives in the mailbox where clients send their documents, for example documents@.. One workflow hands the work from agent to agent, and stops where a person needs to decide.
- A bookkeeper books every document. AgentWorks prepares the lines, it doesn’t book in Exact Online.
- Every email to a client asks first.
- The accountant decides what goes on the year-end list and what is discussed with the client.
Start · Outlook
Client sends a document
New email with an invoice or receipt in documents@
Agent
Document reader extracts it
Supplier, number, dates, amounts, VAT lines
Check
Anything missing?
No VAT number, unreadable amount, unknown client
Agent
Missing-documents chaser drafts a request
One short question to the client, naming the document
Asks first
The bookkeeper checks the request
Edit, approve or answer it yourself
Action · Outlook
Request sent
To the client who sent the document
Board
Ready to book
Complete documents become a task with the extracted lines for whoever books
The apps it works in
OutlookGmailExact Online
Moneybird
SharePoint
Google DrivePractice and bookkeeping software such as Twinfield, SnelStart, Nmbrs or Silverfin has no ready connector. If the package has an API, the HTTP request step or an MCP server can read from it; a webhook can start a workflow.
All 40 appsWhat you need
On Free you can try this with up to 3 agents, 2 workflows and one email trigger checked every 10 minutes. The full team, more than one client mailbox and team boards for the whole office need Business.
PricingThe Exact Online connection is read-only: it reads receivables, payables, quotations, relations and a financial summary. AgentWorks doesn’t book entries today. The agent reads and prepares; a person books. Client administrations hold personal data, so check that your processing agreements cover the tools you add.
Start from a ready-made agent.
These are in the product today. Start one and it is waiting in your workspace after you sign up.
Invoice Reader
Drop in a PDF or a photo of an invoice and get supplier, invoice number, dates, amounts and VAT back as a clean table, with anything that looks off flagged. No connection needed.
Use this agentBookkeeping Health Check
Checks your Exact Online administration for what usually needs attention, customers who are late, supplier invoices still unpaid, and bank payments with no invoice behind them, and lists what to fix, most money first.
Use this agentYear-End Closing Checklist
Prepares the year-end close from Exact Online: sales and purchase invoices still open, bank payments with no invoice behind them, the year's result, and the questions your accountant will ask, one checklist before the annual accounts.
Use this agentStep by step
Check every supplier invoice
Invoices are read from the PDF, checked, and passed on for payment once a person approves.
AgentChase overdue invoices
Every Monday the agent lists what is overdue and drafts a polite reminder per customer.
WorkflowAn inbox that sorts itself
Every new email is read, labelled and filed out of the inbox. Urgent ones become a task for a person.
Questions
AgentWorks for Accountancy and bookkeeping
Runs in the EU. Every action that changes something asks first.
No. The Exact Online connection is read-only. The agent extracts the lines and puts them on a task; your bookkeeper books them.