Agent Packs for Every Workflow

Pre-configured bundles of agents designed for common fiduciary and accounting workflows

Accounting Document Validation Automation

Accountants handling invoices, receipts, and bank statements
Trigger

Client uploads financial documents

Agents

Intake Agent + Validation Agent + Extraction Agent

Output

Validated documents with extracted data ready for import

Key Benefits
  • • 70% reduction in manual validation time
  • • 95% accuracy in data extraction
  • • Instant flagging of incomplete documents

Tax Declaration Client Pack Agent

Tax advisors managing annual client tax filings
Trigger

Annual tax season begins

Agents

Intake + Validation + Missing Documents + Reminder + Compliance

Output

Complete tax document package with audit trail

Key Benefits
  • • 50% fewer follow-up emails per client
  • • 85% of clients complete checklist before deadline
  • • Ready-to-file packages with full compliance

KYC Refresh & Compliance Pack

Fiduciaries managing client onboarding and periodic KYC reviews
Trigger

Annual KYC refresh or new client onboarding

Agents

Intake + Validation + Compliance + Reminder

Output

Verified identity documents with expiry tracking

Key Benefits
  • • Automated expiry tracking and renewal reminders
  • • 100% audit-ready documentation
  • • 60% faster KYC completion

Client Onboarding Agent

Fiduciaries onboarding new corporate or individual clients
Trigger

New client engagement

Agents

Intake + Extraction + Missing Documents + Orchestrator

Output

Structured client record with all required documents

Key Benefits
  • • Onboarding time reduced from 2 weeks to 3 days
  • • Automated case creation in accounting system
  • • Zero documents lost in transition

Accounts Payable Agent Pack

Finance teams processing supplier invoices
Trigger

Supplier invoice received

Agents

Intake + Extraction + Validation + Orchestrator

Output

Structured invoice data exported to accounting system

Key Benefits
  • • 80% reduction in manual data entry
  • • Invoice processing time cut from 10 min to 30 sec
  • • Automatic GL coding and duplicate detection

Year-End Closing Agent Pack

Accountants managing annual closing processes
Trigger

Year-end closing period

Agents

Intake + Validation + Missing Documents + Compliance + Orchestrator

Output

Complete closing dossier with reconciliation reports

Key Benefits
  • • Closing cycle reduced by 40%
  • • Real-time visibility into document collection status
  • • Audit-ready closing files

Which Agent Pack Fits Your Needs?

Let us help you identify the right combination of agents for your specific workflows

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