Agents read accounting figures
What moves
An agent fetches ledger and invoice figures the caller is permitted to see.
Before you start
- AI Agents and Accounting in your plan
Step by step
- AccountantAI Agents & Automation
Runs an agent that explains a trial balance.
You see:The agent calls Accounting tools.
- SystemAccounting & E-Invoicing
Checks the accountant's permission per call.
You see:Figures are returned or the refusal is explained.
Related
- Accounting & E-Invoicing
- AI Agents & Automation
- An accepted influencer fee becomes a supplier bill
- Approvals, cost codes and job cost flow both ways
- Approved project time becomes cost and billable lines
- A journal entry is drafted by one person and posted by another
- A large bill goes through a multi-step approval chain
- Connections between modules