FOR BOOKKEEPING & ACCOUNTING FIRMS

Your firm's own AI team.

Five specialist agents that hand work to each other: supervisor, accounting, tax, finance, legal. Set up to your process. You approve the result.

AI-Trust/ Harbor Dental / Sep closeExample Sep close in progress
Agent activity LiveLog Sep 1 – Sep 30, 2026
22:40 SupervisorSplit September close into 5 tasks Done
23:15 AccountingReconciled Chase ••4471 and Amex ••1009 Done
01:30 TaxDrafted Q4 estimate from year-to-date P&L Done
03:20 FinanceBuilt the September client report Done
04:45 LegalChecked contractor agreement, M. Rivera Done
06:12 Supervisor → CPAClose package ready, 7 items to approve For review
Review queueAgentYour sign-off
Over $2,500 limit, Bill #3307AccountingApprove
Email to Dr. Patel, missing statementSupervisorApprove
Works inside QuickBooks Online Xero Bank feeds Google Drive Gmail
MEET YOUR AI TEAM

One supervisor. Four specialists.

Your client
Harbor Dental
Bank statements
Card statements
Invoices & bills
Receipts
Payroll reports
Contracts
Tax notices
Client emails
Orchestrates · delegates
SupervisorPlans, delegates, checks
AccountingKeeps the books
TaxPrepares filings
FinanceBuilds reports
LegalReviews contracts
Your firm · last word
DA CPAYour reviewer
Waiting Needs review

Plans every close and hands out the work

Splits each client's month into tasks, sends each one to the right specialist, and checks the results before they go to your reviewer.

Book a 2-week audit

Closes the books and flags only the exceptions

Categorizes and reconciles every account against your ledger, your rules. You see the few lines it couldn't match, each with a proposed fix.

Book a 2-week audit
Stripe payout
ADP payroll
Henry Schein
Zelle · R Martinez
Check 4412
Payroll expense
Stripe clearing
Clinical supplies
Rent
Bank
Ledger
No match · ask client

Drafts filings and estimates from the books

Prepares returns and quarterly estimates straight from the reconciled books, tracks every deadline, and lists what still needs a human check.

Book a 2-week audit
Filing calendarNext deadline tracked
JFMAMJJASOND
Income pulled from the books
Deductions checked
Quarterly estimate drafted
Reviewer sign-off

Turns the books into a report clients read

Builds the monthly report, cash-flow view and forecast for each client, in your format, ready to send once you approve it.

Book a 2-week audit
Cash on hand
Apr
May
Jun
Jul
Aug
Sep
Best month this year
CashForecast range

Reads client paperwork and raises the questions

Checks contractor agreements, entity filings and compliance dates. Flags what may need a closer look and hands the follow-up to the right agent. Your team decides.

Book a 2-week audit
Legal
Contractor agreement — M. Rivera, signed Sep 3
No W-9 on file Needs review
Terms read like an employee role Needs review
Sent to Tax · 1099 tracking
Flagged for your review · attorney if needed
Nothing reaches your client or your books until your reviewer approves it.
HOW IT WORKS

We map your business process, and setup your agents.

Step 1
Map your process
Document ingestion
Step 2
Configure agents
Step 4
Test on real scenarios
Over 50 test scenarios
Step 5
Deploy
Reviewed by our CPA ✓
Set up to your process
Configure your AI agents
Deploy with human review
Security & privacy

Secure by design, private by default.

AICPA SOC for Service Organizations
SOC 2 Type II certified
Security controls independently audited over time, not just on one day.
GDPR
GDPR compliant
For firms with clients in the EU.

AI privacy

No model training
Your data never trains or improves any AI model.
Full data isolation
Each firm’s data is kept separate from every other firm’s.
Traceable AI
Every agent action is logged and auditable.
No selling or sharing
Firm and client data is never shared with third parties.
Data deletion
Remove your data at any point.
Transparent by design
Every proposed match shows its source, the rule applied, and why.
We’d tried tools that automated one step and left us stitching the rest together. This is different: the agents pass work between themselves, so a client goes from statements to a reviewed close without us managing anything in between
CPA · Owner, ESCEC International
The first step

Start small.

2-week automation audit

Free Audit

We sit in on one month-end and return a written map of your process, what can run on its own, and the hours you'd get back. Credited against the service.

Book the audit

One messy client

Free

Give us read-only access to your hardest client. We return the finished reconciliation and exceptions report within 48 hours.

Send us a client
No demo · No training · Nothing to install
Who we are

Built by a CPA and a Ph.D

A practicing CPA and AI experts behind AI-Trust. We build every workflow the way an accounting firm works

Book a 2-week automation audit
CPA photo
Faten Amamou, CPA
CPA15+ years

Practicing CPA, 15+ years of client engagements. Designs and reviews every workflow against how a real firm closes.

Founder photo
Walid Amamou, Ph.D
PhD PhysicsEx-Intel

Founded Kudra document AI used by startups, Fortune 500 companies, and financial institutions. AI-Trust brings that precision to accounting firms, run their way.