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AI Agent - Tax prep assistant

We build intelligent AI agents that automate tasks, enhance decision-making, and integrate seamlessly with your business operations - empowering your teams to do more with less.

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Based on last 100+ reviews

Fiverr Clutch Trustpilot Gmail
4-12 weeks
delivery timeline
Functional
and scalable
12 months
support included
100+
trusted by clients worldwide
BUSINESS PROBLEM-SOLVING

Why your business needs a custom AI agent:

A custom AI agent automates tasks, answers instantly, and connects with your tools - saving time and boosting output.

24/7 Automation
Agents handle repetitive work nonstop, reducing manual effort.
Faster insights
Get instant answers from your data - no waiting.
Tool integration
Connect CRMs, inboxes, and systems to streamline flow.
Smart interaction
Talk like a human, follow your rules, scale with ease.
AI-POWERED DEPARTMENT

Meet your AI agent:

This AI agent automates key tasks for your team - and can work alongside other agents to exchange data, coordinate actions, and scale across departments.

Human
Head of finance
Oversees financial planning, reporting, compliance, and overall budget management
Human
Accountant
Manages bookkeeping, invoicing, and reconciliations
Human
Financial analyst
Analyzes financial data to support budgeting and forecasting
AI AGENT
Tax prep assistant
  • Aggregate financial data needed for tax filing
  • Organize deductible and non-deductible items
  • Generate export-ready tax summary files
Agent tools
QuickBooks
Xero
Zoho Books
Expensify
PayPal
Stripe
Wise
Brex
Google Sheets
Microsoft Excel
SAP
Gusto
DocuSign
Agent functions
Record transaction Send invoice Track payment Reconcile accounts Review report Approve expense Update budget Process payroll Submit tax Forecast revenue
Agent brain
Chat GPT
Claude
Gemini
Perplexity
DeepSeek
Code
Agent data soruces
Bank statements Invoices Expense reports Payment history Payroll records Budget forecasts Tax documents Profit & loss reports Revenue data Vendor contracts
AI POWERED WORKFLOWS

Finance department:

Discover other AI agents working in this department - each designed to handle specific tasks and streamline your team’s daily operations.

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Meet your new team

Invoice processing
Expense management
Payroll assistant
Budget planning
Financial reporting
Forecasting bot
Audit assistant
Vendor management
Receipt scanner

Review other departments

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