AI Agents Demo Library

Browse our library of demos and learn to automate your accounting workflows by building custom, no-code AI agents tailored to your unique close, compliance, and reporting processes.

Smiling woman with long hair on left connected by arrow to a computer screen displaying AI Matching Data Consolidation and Transformation interface with a large purple play button.
DEmo
AI Matching Data Consolidation and Transformation Agent
Consolidates and transforms data from multiple sources, into a consistent format for matching.
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User profile photo of a smiling man with dark hair and beard next to a software interface showing ASC 842 Agent steps and a spreadsheet with lease data.
DEmo
ASC 842 Lease Agent
Creates amortization schedules for Right-of-Use (ROU) assets and lease liabilities, generating monthly journal entries for each lease.
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Smiling man with short hair in a black shirt on the left and a software interface for Bad Debt (AFDA) Provision steps on the right, with a purple play button overlay.
DEmo
Bad Debt (AFDA) Provision Agent
Calculates bad debt provisions and generates journal entries, linking AR ledger and provision values for balance sheet reconciliations.
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User interface screen showing Benefits AP Bill Creation with instructions for calculating medical expenses and a photo of a smiling woman with dark and blonde hair.
DEmo
Benefits AP Bill Creation Agent
Creates Intacct AP Bill upload files for WEX invoices.
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Dashboard interface showing Cash Burn Analysis with a list of steps and a table of transactions, alongside a portrait of a woman with long blonde hair wearing a green shirt.
DEmo
Cash Burn Analysis Agent
Compiles and analyzes bank transaction data to calculate cash inflows, outflows, and burn rates. It categorizes transactions, reconciles balances, and generates a formatted report summarizing operating and total cash burn for review.
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Smiling woman with short wavy hair in a purple top on the left and a computer screen displaying a sales commission spreadsheet and bar chart on the right.
DEmo
Commission Data Reconciliation and Processing Agent
Reviews sales data for anomalies, processes commission calculations, and generates journal entries with visual performance insights.
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Smiling young man with red hair on left linked by arrow to software interface with a large purple play button.
DEmo
Credit Card Transaction Agent
Automates the end to end execution of accounting workflows by fetching data from systems like Coupa or Navan and preparing journal entries in NetSuite through natural language prompting.
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Smiling woman with blonde hair framed in a purple square next to a software interface titled 'Criteria Based Sampling Agent' showing a checklist and data table with a large purple play button.
DEmo
Criteria Based Sampling Agent
Splits populations into subsets based on criteria to select meaningful, risk-based samples.
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Portrait of a smiling man in a suit and tie on the left with a software interface showing Navan Credit Card Transactions Entry on the right.
DEmo
Navan Credit Card Transactions Entry Agent
Posts credit card transactions from Navan into NetSuite via journal entries, tagging specific vendors.
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Portrait of a smiling woman with long blonde hair inside a rounded square frame on a purple gradient background, next to a software interface showing code and instructions for creating a net revenue tab script.
DEmo
Net Revenue by Customer Agent
Allocates revenue deductions between operational and promotional categories, calculating net revenue on a customer basis.
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Portrait photo of a smiling man with short hair and a beard, next to a software screen displaying a checklist for Physical Inventory Results Analysis with steps marked complete and options to approve or reject the run.
DEmo
Physical Inventory Results Analysis Agent
Reconciles physical inventory counts with book counts, calculates shrink rates, and compares to accrued shrink rates.
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Portrait of a smiling man in a suit next to a software interface for Revenue Reclass JEs with a visible task list and a purple play button overlay.
DEmo
Revenue Reclassification Journal Entries Agent
Automates the reclassification of revenue data from the revenue module to the correct general ledger fields.
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Portrait of a smiling man in a business suit next to a blurred screenshot of a workflow management software interface with lists and tasks.
DEmo
Stock-Based Compensation Allocation Agent
Allocates stock-based compensation from the Carta report to appropriate departments and subsidiaries.
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Smiling woman with blonde hair in hoodie framed in a purple square next to a software interface displaying a 'Contractor Three Way Match' task list and a table of contractor names and roles with a purple play button overlay.
DEmo
Three Way Match Agent
Performs a three-way match between invoice reports, timesheets, and contractor rate cards to identify discrepancies and prevent overpayments.
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User Access Review interface showing completed tasks and a download button, alongside a portrait of a man in glasses and a suit jacket.
DEmo
User Access Review Agent
Reviews HCM and system data to identify irregularities in user access for internal control testing.
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The State of Accounting AI 2026 Report

85% of accounting organizations call AI a strategic priority. Only 10% use it extensively.

Independent research across the US and UK shows what the most mature organizations are doing to close that gap.

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“We’ve redefined our roles: AI serves as the new preparer. Our staff and seniors have transitioned into first-level reviewers, allowing leadership to focus more deeply on high-risk areas and strategic initiatives.”

Blake Winchester, Director of Accounting,
HubSpot
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