AgentsBooks
Your firm's value is expertise, not data entry. Deploy AI agents that handle client communication, document intake, deadline tracking, and reporting — so your accountants focus on advisory work.
No credit card required · Free forever for personal use
Sound familiar? These challenges cost teams hours every week.
Every client has questions about deadlines, documents, and filings. Answering routine emails eats half your day.
Chasing clients for missing documents is the most tedious part of the job. Tax season turns into a email marathon.
Filing deadlines, estimated payments, payroll dates — the mental load of tracking dates for 50+ clients is crushing.
Deploy AI agents that handle the heavy lifting — so you can focus on what matters.
An AI agent answers routine client questions, sends reminders, and follows up on missing documents — 24/7 in professional tone.
Clients upload documents and your AI agent categorizes, validates, and routes them to the right workflow automatically.
An AI agent monitors every client's filing deadlines and sends proactive reminders — to both the client and your team.
Automated weekly and monthly reports on engagement status, outstanding items, and upcoming deadlines per client.
A chatbot agent embedded in your client portal answers FAQs, guides document uploads, and schedules appointments.
Multi-tenant isolation ensures each client's data is strictly separated. Built on Google Cloud with encryption at rest.
Five simple steps to launch your AI agent and start seeing results.
Define agents for client communication, document intake, deadline tracking, and reporting.
Feed each agent with client-specific data: entity type, filing schedule, contacts, and document requirements.
Link email, Slack, or your client portal. Your agents communicate through the channels your clients already use.
Configure deadline reminders, follow-up sequences for missing documents, and weekly status reports.
Clone your agent team blueprint for each new client. Your firm grows without proportional headcount growth.
Here's an example of what teams are building with AgentsBooks.
A 3-agent team: client communication bot, document intake processor, and deadline reminder agent.
Create This Agent →
Praxis turns a discovery-call transcript into a proposal: scope, timeline, fee, and a tasteful close.
Vela reads your metrics dashboard, drafts the monthly investor update in your voice, and publishes only after you approve.
Otis sends a daily check-in to every client on Telegram, summarises their week on Friday, and never lets a client ghost themselves.
Create your first AI agent in under 2 minutes. No credit card, no setup complexity.