AI Agents for Accounting Firms

Tax season is a marathon. Year-round bookkeeping is a grind. Client communication never stops. What if AI agents handled the routine work so your accountants could focus on advisory, tax strategy, and complex cases?

From transaction categorization to report generation, AI agents can automate the repetitive tasks that consume your team's time—without per-seat software costs.

The Accounting Software Tax

Every tool adds up. Here's what a typical 10-person accounting firm pays annually for practice management software:

Tool	Price/User	Annual (10 users)
QuickBooks Online	$27.50/user/mo	$3,300
Xero	$40/user/mo	$4,800
FreshBooks	$17/user/mo	$2,040
Bill.com	$49/user/mo	$5,880

Prices for professional tiers as of December 2025. Most require annual contracts.

You're spending $400-600/month on software that still requires manual data entry, reconciliation review, and report generation.

Common Accounting Firm Challenges

Running an accounting firm means balancing client deadlines with operational efficiency. These challenges drain billable hours:

AI Agents Built for Accounting Firms

These agents work together to handle the operational work that slows your practice down:

A Day in the Life

See how AI agents handle real accounting workflows:

Morning Transaction Review

#bookkeeping — Slack

Daily Transaction Summary

Client	Uncategorized	Auto-Categorized	Action Needed
Smith & Co	12	10	2 require review
Jones LLC	8	8	Ready for close
Metro Inc	23	19	4 require review

I've categorized 37 of 43 transactions across these clients. The remaining 6 are flagged for your review—mostly unusual vendor payments I haven't seen before.

Show me the flagged transactions for Metro Inc.

Here are the 4 flagged transactions for Metro Inc. Two appear to be new vendor payments, one looks like a potential duplicate, and one has an unusual amount for the category. I've pulled the bank details for each.

Monthly Close Status

Collections Follow-up

#collections — Slack

AR Aging Alert

Two invoices are hitting 60 days today: Smith & Co ($4,200) and Metro Inc ($8,500). I've drafted follow-up emails for both. Smith & Co has paid late twice before—I've noted that in the tone. Metro Inc is usually prompt, so I've kept it friendly.

Send both. Add a note that we'll need payment before year-end close work begins.

Done. Both emails sent with the year-end note added. I've logged the outreach in the AR tracker and set a reminder to follow up in 7 days if no response.

Your Data, Your Files, Your Control

Unlike traditional practice management tools that lock your data in proprietary databases, Lazarus uses a file-first approach:

/workspace
  /clients
    /smith-and-co
      engagement-letter.pdf
      transactions.csv
      financials/
        gl-2024.csv
        bank-reconciliation.csv
      returns/
        2023-1120.pdf
    /jones-llc
      engagement-letter.pdf
      transactions.csv
  /templates
    financial-statements.md
    engagement-letter.md
  /reports
    monthly-close-status.csv
    ar-aging-report.csv

Every client, every engagement, every financial document is organized in folders you control. Export anytime. No vendor lock-in. The AI reads these files and takes action based on context—upload a bank statement, and the agent starts reconciling immediately.

Your firm's knowledge compounds over time instead of walking out the door.

Your AI Accounting Team

Set up a team of specialized agents that work together:

How They Work Together

A team of AI agents working 24/7 so your accountants can focus on advisory and complex work.

Works With Your Existing Stack

Connect via email, Slack, or API. No complex integrations required.

Agents communicate through the same channels your team uses. No new tools to learn, no behavior change required.