AI agents in Finance & Accounting
Finance agents categorise, reconcile and chase. Accuracy matters more than speed, so start where a person already reviews the output.
Start with these jobs
1. Bookkeeping
Transaction categorisation has clear right answers and a review step.
See agents for this2. Invoicing
Creating and chasing invoices is routine and easy to audit.
See agents for this3. Data Analysis
Monthly variance explanations are a good first draft task.
See agents for this
Watch out for
- Keep a person on approvals and payments.
- Check where financial data is stored and for how long.
How to start
Use agents built into your accounting software first (QuickBooks, Xero), then add specialist tools with read-only access.