Six AI employees work inside your QuickBooks, Xero, and Dext — reconciling bank feeds daily, catching anomalies, preparing tax returns, and tracking every deadline. Then they send you one Slack message with [Approve] or [Review]. You make 8–12 decisions a day. They handle everything else.
A team of 6 specialized AI employees that handle the operational work accounting teams usually spread across junior staff — bookkeeping & reconciliation, tax prep & compliance, client advisory, document processing, and more. Each agent works inside your existing tools, escalates exceptions to a human, and is deployed in 8 to 12 weeks.
A 15-person accounting practice deployed AI agents for bank-feed reconciliation and client report generation, reducing monthly bookkeeping time by 55% across its whole client base.
Read the full case study →Each scenario below costs accounting firms thousands per month. Your AI employees catch them automatically and ask you what to do.
Your client Acme Corp paid Office Depot $4,800 on March 14 and again on March 21 for the same purchase order. Their bookkeeper reconciles monthly — by the time they see it, the vendor dispute window may have closed.
"Duplicate payment: $4,800 to Office Depot, same PO #2847. Likely processing error. [Dispute with Vendor]"
Client Baker has 3 unreconciled transactions totaling $4,200 from last week. One is an intercompany transfer needing an elimination entry. Your monthly reconciliation would catch this in 3-4 weeks — by then, the trial balance is stale.
"Client Baker: 3 unmatched items ($4,200). Item 1 appears to be an intercompany transfer to Baker Holdings. [Post elimination entry] [Flag for review]"
Client Chen's quarterly estimated payment (1040-ES) is due in 9 days. The payment amount should be $8,400 based on current income, but only $6,200 was paid last quarter, triggering potential underpayment penalties.
"Client Chen: 1040-ES due April 15. Recommended: $8,400 (up from $6,200 last quarter). Underpayment penalty risk if unchanged. [Send payment reminder to client]"
Client Davis's 1120S is due March 15. Bookkeeping is 5 days overdue, compressing the review window from 7 days to 2. If the CPA does not start today, the firm will need to file an extension (Form 7004).
"Client Davis 1120S: bookkeeping 5 days overdue. Review window compressed to 2 days. Filing at risk. [Prioritize bookkeeping] [File extension Form 7004]"
QuickBooks, Xero, Dext, TaxAct, Slack. No new software to learn.
Approve this reconciliation? Dispute this charge? File this extension? Review this deduction?
Full context and buttons. Each decision takes 5–15 seconds.
Journal entry posted, dispute filed, deadline tracked. You move on.
Each one replaces a hire you cannot afford yet — or a role nobody at your firm is doing at all.
By mid-morning, six employees have reconciled the books, scanned for anomalies, and left you a short list of decisions across your whole client base.
Botkeeper, Bench, Pilot — they do categorization. That is one function. Bookkeeping is 30% of the problem; tax prep, advisory, anomaly detection, and deadlines are the other 70%.
Karbon and Canopy manage workflows. They show you what needs doing. Your team still does all of it.
Six employees, six roles, six sets of daily deliverables. They reconcile, detect, prepare, process, track, and advise. You review and approve.
Financial data security is a foundational requirement — isolated client data, encrypted vaults, complete audit trails, and jurisdiction-aware filing rules.
Every 100xforce AI employee for accounting firms is built with financial data security as a foundational requirement. Client financial data is encrypted at rest (AES-256) and in transit (TLS 1.3). No data is shared across firm clients — each client’s financial information is logically isolated within the system.
All employee actions produce complete audit trails. Every transaction categorized by Nathan, every anomaly flagged by Felix, every deadline notification sent by Iris is logged with timestamps, employee identity, and the accountant who reviewed the output — retained per your jurisdiction’s record-keeping requirements and available for regulatory inspection.
For firms serving clients subject to ATO (Australia), HMRC (UK), or IRS (US) reporting requirements, employees are configured to follow jurisdiction-specific rules for BAS lodgement, VAT returns, and estimated tax payments. Iris tracks deadlines based on each client’s specific filing obligations and entity type.
100xforce maintains SOC 2 Type II compliance. API credentials for QuickBooks, Xero, and Dext are stored in encrypted vaults with role-based access controls. Integration uses OAuth 2.0 authentication — no employee stores raw banking credentials. Client data is de-identified before any content reaches the language model.
For firms with enhanced confidentiality requirements — such as those handling sensitive M&A or litigation-support engagements — 100xforce offers dedicated infrastructure with custom data-retention policies and the option to deploy employee runtimes within your own network.
No new software to learn. Your employees log into the systems your firm already runs on.
See how AI employees handle real accounting scenarios — reconcile a bank feed, catch a duplicate payment, process a receipt through OCR, identify a missed filing deadline, and prepare a tax work package. Try the live demo with actual employee responses and QuickBooks/Xero integration.
Everything firm partners ask before their first discovery session.
Book a Workforce Discovery session. We map your workflows and show you which AI employees would have the biggest impact on your firm.