Back office
Accounting Agents
Handles invoicing, payment follow-up, reconciliation and month-end reporting, and flags anything unusual to your finance lead.
What it is.
In a consulting firm, revenue also leaks out the back: invoices sent late, payments nobody chases, a month end that pulls people off client work.
Accounting Agents take on the repeatable parts of that work in your accounting and billing tools, and hand anything that needs judgment to your finance lead.
How it works.
Agree what it can touch
You decide what the agents may do in your accounting and billing tools. They can start by drafting and flagging only, and take on more as your finance lead approves.
Invoice on time
Invoices for completed work are prepared and sent on schedule, in your format.
Follow up on payments
Overdue invoices get polite, timed reminders, and anything unusual goes to a person.
Close the month
Accounts are reconciled and a monthly report is drafted for your finance lead, with anything that doesn’t match flagged for review.
What we deliver.
Built inside the tools you already use, and handed over running, with your team approving each step.
- Invoicing for completed work
- Payment reminders on a schedule you approve
- Account reconciliation
- A month-end report drafted for your finance lead
- Flags on anything unusual
- Permissions you set and can change at any time
Who it’s for.
Firms where billing and month end take time away from client work.
Invoices go out late or in batches
Overdue payments depend on someone remembering
Month end pulls senior people off client work
You want fewer manual steps before adding finance headcount
Start with the Accounting Agents?
Book a call and we’ll show you where it fits in your firm, or start with the free assessment.
Or write to hello@kickshiftai.com