AI Agent for Accounting: Policy Q&A & Doc Search
Give your accounting team instant answers from policies, procedures, and spreadsheets. AI searches your documentation, supports onboarding, and keeps everyone aligned.
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Great for
Includes
Faster answers
from your documents
Ground answers in the materials your team maintains.
Docs and spreadsheets
Use PDFs, XLSX, CSV, and other formats as sources.
Knowledge base
Connect websites, docs, and structured sources.
Scope control
Keep sources scoped per workspace and agent.
Freshness
Refresh sources so answers stay aligned.
Keep it controlled
as you scale
Use roles and visibility to maintain quality over time.
Roles
Assign access so the right people manage the right agents.
Visibility
See what people ask and improve coverage.
Agent controls
Tune prompts and tools per agent for consistent outcomes.
Multi-model
Choose models per chat in one workspace.
What you get
in production
Outcome-focused benefits you can measure in support, sales, and operations.
- Fewer repetitive questions across channels
- Faster answers grounded in your sources
- Cleaner handoffs when humans take over
- Visibility into what people ask most