AI accounting agent — automate bookkeeping with AGNT

In the AGNT dashboard, navigate to Integrations and select QuickBooks Online or Xero. AGNT uses OAuth 2.0 — you authorize read/write access to your company file, and AGNT stores the refresh token securely. The agent never sees your banking credentials directly; it works through the accounting software's API layer.

On first connect, the agent pulls your chart of accounts, existing categorization rules, vendor list, customer list, and the last 90 days of transactions. This historical data trains the categorization model — the agent learns how you have been coding transactions and replicates the pattern.

# Verify the connection
curl -H "Authorization: Bearer $AGNT_TOKEN" \
  https://api.agntdot.com/v1/integrations/accounting/status
# → { "provider": "quickbooks", "connected": true, "company": "Acme Ltd", "last_sync": "..." }

The agent categorizes bank feed transactions using a combination of vendor matching, amount pattern recognition, and memo/description parsing. Out of the box, it matches vendors you have categorized before and applies the same account code. For new vendors, it proposes a category based on the merchant category code (MCC) and the transaction description.

Review the agent's first batch of proposed categorizations in the AGNT dashboard. Approve correct ones, correct wrong ones. Each correction improves the model — after two to three weeks, accuracy typically exceeds 95% for recurring transactions.

For complex rules (e.g., 'any Grab transaction over 200K IDR goes to Travel, under 200K goes to Meals'), define explicit rules in the AGNT rules editor. Explicit rules always override the learned model.

Configure invoice templates and triggers. The agent can generate invoices on a schedule (monthly retainers), on event (project milestone completed), or on demand (you tell the agent via WhatsApp: 'Invoice client X for 20 hours at $150').

Each invoice is created in your accounting software with proper line items, tax rates, and payment terms. The agent sends the invoice to the customer via their preferred channel (email from QuickBooks/Xero, or WhatsApp via AGNT) and tracks payment status. Overdue invoices trigger a configurable reminder sequence.

For recurring invoices, the agent handles the entire cycle: generate, send, track, remind, and mark paid when payment clears in the bank feed.

The agent monitors your connected bank feeds and credit cards for expenses. It categorizes each transaction, matches it to open purchase orders or vendor bills where applicable, and flags anomalies — duplicate charges, amounts significantly above historical averages, or transactions from unknown vendors.

For receipt capture, forward receipt photos to the agent via WhatsApp. The agent extracts vendor, amount, date, and line items using OCR, matches the receipt to the corresponding bank transaction, and attaches it in your accounting software. No more shoe-box receipt piles at tax time.

Configure spending alerts by category or total: 'Alert me if monthly marketing spend exceeds $5,000' or 'Flag any single transaction over $1,000 from a new vendor.'

The agent generates reports on schedule or on demand. Configure a weekly P&L summary every Monday morning, a monthly cash flow statement on the first of the month, or ask ad hoc: 'What did we spend on software subscriptions last quarter?'

Reports are delivered to your preferred channel — email, WhatsApp, Slack — as formatted summaries with the key numbers highlighted. Full detailed reports are available as PDF or CSV downloads from the AGNT dashboard.

The agent compares current period to prior period automatically and calls out significant variances: 'Revenue up 12% month-over-month. COGS up 23% — driven by a $4,200 increase in shipping costs.' These variance callouts surface the numbers that actually need your attention.

Configure your tax calendar — VAT/GST filing dates, income tax deadlines, estimated payment due dates. The agent sends preparation alerts two weeks before each deadline with a checklist of what is ready and what is missing.

The agent pre-assembles tax-relevant data: categorized expenses by tax code, revenue by tax jurisdiction, deductible items with receipt attachments, and any uncategorized transactions that need attention before filing. Your accountant or tax preparer receives a clean, organized data package instead of a year's worth of raw transactions.

For VAT/GST jurisdictions, the agent calculates provisional liability each month and alerts you to unexpected swings so there are no surprises at filing time.