Accountants
Turn financial records into clearer client conversations, sharper reviews and ongoing advisory services.
For accountants, bookkeepers, tax advisers, CFOs and business advisers.
Agenta24 Finance
Agentic finance teams for business.
Help your clients get paid, understand their finances and make better business decisions.
Agenta24 Finance is being built to bring accounting records, business documents and relevant conversations together through specialist AI agents, configured around the services you deliver and guided by your professional judgement.
Offer more regular support between meetings, with proposed actions your team can review and approve.
Who it’s for
Built for the people businesses turn to.
Whether you manage the books, advise on tax, lead the finance function or guide business decisions, your clients rely on you to turn information into action. Agenta24 Finance gives you a shared platform for extending that support.
Bookkeepers
Spend less time chasing missing information and more time keeping records clear and complete.
Tax advisers
Gather supporting records, spot gaps and prepare focused questions for professional review.
CFOs & finance
Support forecasting, cash planning and performance reviews for fractional CFOs and finance teams.
Business advisers
Connect business plans with financial evidence on pricing, recruitment and expansion.
Why it matters
More support for your clients. More capacity for your business.
An overdue invoice may hide a dispute. A falling margin may reflect an overlooked cost. A growth plan may depend on cash that arrives too late.
Agenta24 Finance is being built to connect the evidence and help you prepare the next useful action.
0124/7 client support
Keep financial questions and outstanding actions moving between meetings, all month long.
02Recurring services
Package collections, reviews and ongoing support into services clients understand and value.
03Better decisions
Spend less time gathering information and more time helping clients decide what comes next.
04Your service, your way
Choose the agents, assign access and set approval rules for each client engagement.
The agents
Five specialist agents. One connected view of the business.
Combine focused agents into the right service for each client. Each uses the information made available to it to investigate questions and prepare work for review.
01
Profit Agent
Understand what is driving profit.
Explore changes in revenue, costs and margins alongside supporting business information. Identify where performance deserves attention and prepare options for discussion.
Client value: Clearer conversations about pricing, costs and commercial performance.
Example question
“Sales are growing. Why isn’t profit?”
02
Cashflow Agent
See cash pressure before it shapes the decision.
Explore cashflow scenarios using balances, expected receipts and business commitments. Understand how late payments, recruitment or new spending could affect the business.
Client value: Better preparation for spending, funding and collection decisions.
Example question
“Can we afford another hire if our largest customer pays late?”
03
Collect Agent
Find out what is holding up payment.
Review overdue invoices alongside relevant correspondence. Identify disputes, missing documents and unanswered questions, then prepare appropriate follow-ups for approval.
Client value: More focused collection work and less repetitive chasing.
Example question
“Which overdue invoices can we move forward today, and how?”
04
Books Agent
Make the records easier to work with.
Organise financial documents, suggest matches between records and flag missing or ambiguous information. Prepare specific questions where clarification is needed.
Client value: Clearer evidence and less time spent assembling information.
Example question
“What explains these payments, and which records are missing?”
05
Advise Agent
Turn financial information into practical next steps.
Bring together business performance, goals and previous commitments. Prepare client briefings, meeting agendas and proposed actions, then track the follow-up.
Client value: More consistent advice with a clearer path from discussion to action.
Example question
“What should we discuss with this client, and what needs to happen next?”
How it works
Connect once. Configure around each client.
01
Connect the business
Add a client business, invite the right people and authorise its connections. QuickBooks Online comes first, with Outlook and Gmail planned for wider context.
02
Choose the agents
Select the support each client needs. Set preferences, access permissions and approval requirements around your engagement.
03
Review and act
Ask questions, examine supporting records and review proposed actions. Keep your team involved wherever professional judgement or approval is required.
Trust and control
Your expertise stays at the centre.
Client confidence depends on being able to understand a finding and control what happens next.
The platform is being designed around separate organisation and client access permissions, client-specific encryption supported by Azure Key Vault, and an activity history.
Findings should show their supporting evidence. Missing information should remain visible. Your team decides which proposed actions to approve.
Configure the service. Review the evidence. Approve the action.
Coming soon
More agents. More ways to support your clients.
The planned platform will expand into financial oversight, specialist tax preparation and business growth.
Control Agent
Spot activity that deserves a closer look.
Flag unusual transactions, possible duplicate payments and inconsistent supplier information. Prepare evidence for investigation and verification.
Tax Agent
Prepare better evidence for tax advice.
Organise supporting records, surface gaps and prepare review packs for tax professionals. Support professional decisions about treatment, obligations and planning.
Growth Agent
Explore the financial case for the next move.
Investigate the implications of recruitment, expansion, pricing changes and new products. Make assumptions and commitments clearer before clients decide.
Help shape the platform
Build your next client service with Agenta24 Finance.
We’re inviting accountants, bookkeepers, tax advisers, CFOs and business advisers to help shape the platform around real client work.
Start with client onboarding through Connect and collection support through Collect, with the broader agent platform planned to follow.