Client PortalIdentify the document, vendor record, amount, service dates, entity, and potential duplicates.
Loop Library / 001
Accounting is already a loop.
The accounting cycle already defines what an AI agent must do: observe economic activity, apply context and policy, use financial tools, route controlled judgments, verify the ledger, preserve evidence, and learn from the close.
A well-established agent loop
The cycle already contains the blueprint for the agent.
Accounting already has stages, records, controls, approvals, evidence, and a defined outcome. Making that operating logic explicit gives an agent the context and boundaries required to take on more of the cycle safely.
This representative loop shows where interpretation may help, where deterministic software should remain in charge, and where an accountable person must decide.
A representative agent run
Watch an accounting agent carry one transaction through the books.
This trace follows a representative $12,000 annual software invoice as the agent gathers evidence, applies policy, uses deterministic financial tools, routes approvals, reconciles records, and verifies the audit trail.
TransactionAnnual software subscription
Invoice$12,000
Service period12 months
PolicyPrepaid expense
01 / Capture source evidence
A $12,000 annual software invoice enters the system.
The invoice and contract become one transaction packet. Key fields are extracted while the original evidence remains attached.
Create a normalized payable event and attach the source documents.
Required fields present · duplicate check passed · entity access confirmed
Operating modeModel-assisted extraction; deterministic validation
The complete agent boundary
Now zoom out from one agent run to the full cycle.
Select a stage to inspect the broader context, tools, controls, evidence, and human authority the accounting agent needs across the period.
ScenarioMonth-end accounting cycleLoop statePeriod openObjectiveVerified financial statements
Stage 01 / 7
Software + interpretationCapture
- Signal
- An economic event enters through an invoice, receipt, bank feed, payroll run, contract, or system record.
- Reasoning
- Determine what happened, which entity is involved, and whether the evidence is complete enough to proceed.
- Action
- Create a normalized event with its source evidence attached.
- Control
- Required source fields, duplicate detection, entity permissions, and evidence checks.
- Evidence
- Original document, system event, ingestion record, and extraction confidence.
The output of Capture becomes context for the next stage.
Agent composition
The agent owns the loop. Authority remains explicit.
A reliable accounting agent combines model interpretation, deterministic financial software, and accountable human judgment according to the nature of each decision.
Neural-network interpretation
- Useful for
- Read varied evidence, classify ambiguous transactions, summarize exceptions, and support analytical review.
- Boundary
- Does not set accounting policy or approve material judgment on its own.
Deterministic software
- Useful for
- Balance entries, calculate schedules, enforce periods, apply mappings, match records, and run validations.
- Boundary
- Executes explicit logic; it should not guess when the rule is unclear.
Human judgment
- Useful for
- Set policy, approve estimates, resolve material exceptions, review statements, and authorize close.
- Boundary
- Authority remains visible and is supported by complete context and evidence.
Control map
Every transition carries proof.
The loop is reliable when each stage produces not only an output, but also the evidence and authority required by the next stage.
- 01
Capture
Original document, system event, ingestion record, and extraction confidence.
- 02
Record
Journal entry, policy reference, preparer identity, and supporting schedule.
- 03
Post & reconcile
Match record, reconciliation schedule, exception explanation, and reviewer sign-off.
- 04
Adjust
Calculation, assumption set, policy basis, approval, and adjustment entry.
- 05
Validate
Trial balance, flux analysis, checklist status, explanations, and review record.
- 06
Report
Statement package, report definitions, tie-outs, approvals, and distribution record.
- 07
Close & improve
Close certificate, locked-period record, exception history, and updated procedure.
The operating outcome
The goal is an accounting agent that can own the eligible path from economic event to verified financial information—while policy, material judgment, and close authority remain controlled.
Economic events, source records, policy, prior state, and approvals.
Closed books, verified statements, complete evidence, and an exception history.
Corrections, reviewer decisions, policy changes, and improved procedures for the next period.
Start with one loop
Build the agent for your accounting loop.
Bring us the close, reconciliation, journal, or reporting cycle that consumes repeated judgment. We will define what the agent can own and how it earns that authority.
Map Your First Loop