AI agents for Accounting teams
Actionist is an AI automation tool whose AI agents for accounting teams operate your ledger apps. From keying bank lines and re-typing supplier bills by hand, to books that code themselves.
Bookkeepers and accountants get back the hours lost to bank-feed coding, bill keying, and building the audit file from scratch.
AI Employees for Accounting in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Bank feed coded, not re-typedEvery transaction lands coded to the right account, so reconciliation is a review of exceptions, not a re-keying task.
- Bills captured and coded, not keyedSupplier bills are read and coded to a cost centre the moment they arrive, without anyone typing a line item.
- Journals drafted from the schedule you setAccruals, prepayments, and depreciation post from the tracker you maintain, calculated correctly every period.
- VAT and tax packs built from clean dataThe return summary and the year-end pack assemble from transactions already coded and checked, not a raw export.
- Audit prep starts from a finished folderThe PBC list builds itself from the audit plan and chases its own outstanding items, so fieldwork never waits on you.
- Work the books, not the busyworkSpend your hours on judgment calls and reconciling review, not typing figures from one system into another.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Accounting team's day.
Where the hours go
Coding the bank feed means opening the accounting system every morning and deciding, line by line, which account and cost centre each transaction belongs to before reconciliation can even start.
An agent codes the bank feed as it lands, flags only the transactions it cannot classify confidently, so reconciliation is a short review, not a daily data-entry session.
Supplier bills arrive as PDFs from a dozen vendors, and keying the line items, matching them to a purchase order, and coding them to the right cost centre is the task that backs up every week.
An agent reads each incoming bill, extracts the line items, codes it to the right account, and queues a draft bill for one-click approval, so the AP inbox never backs up.
Month-end accruals and prepayments mean pulling the tracker into a spreadsheet, calculating each instalment by hand, and typing the journal entry in before the close deadline hits.
An agent calculates the period's accruals and prepayments from the schedule you set, drafts the journal batch with the lead reference attached, and leaves the debits-equal-credits check to you.
Building the PBC request list means reading last year's list, chasing every team for this year's documents, and organising a folder from scratch before the auditor's fieldwork starts.
An agent builds the PBC list from the audit plan, chases each outstanding item on a schedule, and files evidence as it arrives, so fieldwork starts from a finished folder.
Actionist Will Automate
What one automation looks like
A week with your Accounting agents
Some of the apps for your Accounting team
Some of the bookkeeping and accounting apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When the bank feed updates, the agent picks up each new transaction within about a minute, matches it against the vendor and coding-rule library, and posts it to the chart of accounts with the right nominal account and cost centre. Anything it cannot classify with confidence is left uncoded and flagged to the finance channel with the amount and description, so a human decides the handful of genuine exceptions instead of reviewing the whole feed.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Accounting200 min / weekCoding the bank feed line by line
Opening the accounting system, reading each bank transaction, and deciding which nominal account and cost centre it belongs to, one line at a time, every single day.
Accounting Agent0 minAgent codes the feed and flags exceptionsAn agent reads the bank feed each morning, codes every line to the chart of accounts, and flags only the ones it cannot classify confidently for a human to review.
- Accounting180 min / weekKeying supplier bills into the ledger
Opening each PDF invoice, reading the line items and amounts, and typing them into the AP module one field at a time before it can even be coded to a cost centre.
Accounting Agent0 minAgent captures and codes the bill for approvalAn agent reads the incoming bill, extracts every line item, codes it to the right cost centre, and creates a draft ready for one-click approval.
- Accounting150 min / weekCalculating and posting month-end journals
Pulling the accrual and prepayment tracker into a spreadsheet, calculating each period's instalment by hand, and typing the journal entry into the ledger before the close deadline.
Accounting Agent0 minAgent drafts the journal batch from the scheduleAn agent reads the tracker, calculates the period's instalments, and drafts the journal batch with the lead schedule reference attached, ready for a debits-equal-credits review.
- Accounting160 min / weekBuilding the VAT return from coded transactions
Exporting every VAT-coded transaction for the period, checking for missing or miscoded entries by hand, and building the return summary in the format the filer expects.
Accounting Agent0 minAgent builds the return summary and flags exceptionsAn agent pulls every VAT-coded transaction, flags the ones with a missing or wrong code, and assembles the return summary so filing starts from clean data.
- Accounting220 min / weekBuilding the PBC request list from scratch
Reading last year's audit request list, checking what changed, chasing each team for this year's supporting documents, and organising everything into a folder before fieldwork starts.
Accounting Agent0 minAgent builds the list and chases outstanding itemsAn agent builds the PBC request list from the audit plan, chases each outstanding item on a schedule, and files the evidence as it arrives so fieldwork starts from a finished folder.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~7 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent working inside your general ledger only earns trust if you stay in control of every entry it posts. Actionist is built so you decide what it can code, see everything it touched, and own the audit trail.
By default the agent drafts every journal entry, coded bill, and payment batch and waits. You approve before anything posts to the ledger or leaves the building.
Reversing a posted journal, deleting a transaction, or writing off a balance stops for explicit approval, no matter how much autonomy you have granted elsewhere.
Every transaction the agent coded, every journal it drafted, and every document it filed is logged, so the auditor can trace any figure back to its source without asking you first.
It is encrypted, never used to train models, and if your compliance requirements need everything on your own infrastructure you can self-host on a VPS.
This team, in your industry
The same agents, set up for the way a specific industry works, its tools, its tasks, and the language its customers use.
Industry-specific versions of this team are coming soon.
Frequently asked questions
Does my accounting team need to be technical to set up AI agents for bookkeeping work?
How do I get started with Actionist for the accounting team?
How do I make customised AI agents for the specific bookkeeping work my team does?
How quickly can I set Actionist up for the accounting team?
Will the agent post a journal entry or pay a bill on its own?
How does the agent code bank transactions or read a supplier bill without an API to the bank?
What if the agent codes a transaction to the wrong account?
Where does our ledger data live, and is it used to train AI?
Where do coding exceptions and close alerts show up?
See an agent code a bank feed and draft a close journal end to end
Book a free demo and watch an Actionist agent code real transactions, draft a journal entry, and build a PBC request list from your own ledger.