AI Agents & Workflows

A robust AI accounting system. Deployed by our team.

638 tools across 24 specialized agents — deployed, configured, and directed by the team that runs your books. Your workflows, built with you, then run for you.

See how it works

How our team builds your workflows.

What used to take an implementation backlog, our engineers do live in your engagement — configuring the same tools shown below while you watch. Prefer to drive it yourself? The builder is right here. But nobody hands you a toolbox and walks away.

AI Workflow Builder
Fetch GL Balances
tool
Check Thresholds
condition
Request Approval
approval
Generate Report
tool
Send to Slack
Send to Slack
notification
AI Chat
Describe your workflow...

Build once. Use anywhere.

Trigger workflows from chat with a single command, schedule them to run automatically, or push them across every client in your firm.

Chat
Schedule
Clients
638AI Chat Tools
24Specialized Agents
324Read Tools
284Write Tools

638 tools across accounting. 24 specialized agents.

638 tools across 24 specialized agents — a few shown here. Every workflow step is powered by purpose-built AI agents with deep domain expertise across reconciliation, reporting, AR/AP, inventory, and close workflows.

8 of 24 agents shown.

CFO Advisory
64 tools

Strategic financial analysis and lending prep

ScorecardVariance NarrativeLoan PackageFlux Analysis
Reporting
14 tools

GAAP-compliant financial statements on demand

P&LBalance SheetCash FlowCustom Reports
Reconciliation
11 tools

Match bank feeds to your ledger automatically

Bank MatchingApprove / RejectBulk Reconcile
Invoicing & AR
63 tools

Send invoices, collect payments, track aging

Create InvoiceAR CollectionsPayment Matching
Bills & AP
43 tools

Scan bills, auto-extract, schedule payments

Scan BillSchedule PaymentRecurring Bills
Analytics
19 tools

Detect anomalies, forecast trends, deep dives

Anomaly DetectionForecastingDeep Analysis
Compute
16 tools

Custom Python analysis and bespoke data exports

Python AnalysisBespoke ExportsData Extraction
GAAP Knowledge
2 tools

Standards lookup, compliance checks, guidance

Standards LookupWeb SearchCompliance

Frequently asked questions.

We do, with you. Our engineering team scopes the workflow during your pilot, then builds and tests it live against your real data using the same AI Workflow Builder shown above. Once it's running, you're welcome to extend or edit it yourself — the builder is yours too — but nobody hands you a blank canvas and a login.
Absolutely. Every workflow is fully editable. Add, remove, or reorder steps. Set conditions and thresholds. Connect approval gates. Ask your engagement team to make the change, or open the same visual builder they use and do it yourself.
Agents are specialized AI modules trained for specific accounting domains — reconciliation, reporting, invoicing, analytics, and more. Each agent has deep expertise and a set of purpose-built tools for its domain.
DayZero uses purpose-built accounting AI, not a general chatbot. Every action is logged and reviewable. Your engagement team sets the confidence thresholds that determine what gets auto-applied vs. what requires review.
Yes. Any workflow can be scheduled on a recurring basis — daily, weekly, monthly, or custom cron schedules. You'll get notifications when workflows complete or need your attention.
Yes — once we build a workflow with your firm, it deploys across every client in your portfolio with a single click. Each client's data stays fully isolated.

Ready to put this to work on your books?

We'll scope your first workflow together in a five-day pilot — connected to your data, built by our engineers, running before day five ends.