Accounting Automation Services
We automate AP, AR, bank reconciliation, and month-end close — and implement Acumatica, Odoo, QuickBooks, and NetSuite end-to-end. One team builds the agent and runs it.
Controller Agent gives growing businesses a finance back-office that scales without headcount. From a fixed-fee 2-week discovery sprint to full ERP implementation to managed operations on retainer, our accounting automation services replace the rote work of bookkeeping, AP, AR, and close — with a senior controller in the loop for exceptions and sign-off.
What our accounting automation actually delivers
Ten capabilities, one team. Pick what moves the needle.
How an engagement runs
Five steps from first call to production. Stop after any one.
Accounting automation FAQ
The questions we get on every discovery call.
What is accounting automation, and what does it actually replace?
Accounting automation uses AI agents and workflow software to handle the repetitive parts of bookkeeping and finance — coding bills, matching payments, reconciling bank and card statements, chasing overdue invoices, and closing the books each month. It replaces the rote portion of a junior bookkeeper or AP clerk, while the human controller stays in the loop for exceptions and sign-off.
Which ERPs do you implement and automate on?
We work end-to-end on Acumatica, Odoo, QuickBooks Online, and NetSuite — including data migration, custom workflows, agent integration, and go-live. If you are already on one of these, we plug in. If you are picking, we will help you pick.
How does AP automation work in your engagement?
Vendor invoices arrive in a dedicated inbox or portal. The agent extracts header and line data via OCR, matches against POs and contracts, codes the GL based on your rules, routes to the right approver, and on approval queues the payment in your ERP. You get a per-action audit trail and exception queue, not a black box.
How long does an implementation take?
Most build-and-deploy engagements run 4 to 12 weeks depending on ERP scope, data migration size, and how many workflows you want automated at go-live. We start with a 2-week discovery sprint that produces a fixed-fee roadmap so you can decide whether to proceed.
Do you replace our accountant or work with them?
We work with your accountant. The agent handles transaction processing and reconciliation; your controller or external CPA reviews exceptions and signs off the close. For clients who want it, we also offer a fractional controller retainer.
How is this different from off-the-shelf accounting software?
Off-the-shelf software gives you the ledger and the forms. We build the agent that actually does the work inside that ledger — pulling bank feeds, coding transactions, reconciling, posting, and closing — to your specific chart of accounts and approval rules.