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Workflow Management Software for Accounting Firms

FinnDesk is workflow management software for accounting firms that want routine work done before anyone asks. AI agents watch your data and act on it — chasing documents, following up on tasks and invoices, and flagging exceptions — while logging every step so your team stays in control.

  • Trigger, condition, action — no code required
  • Runs across tasks, billing, clients and communication
  • Full log of every action an agent took
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Agent Runs

LIVE

1,842

Actions taken automatically this month

  • Deadline reminder agent 612 runs
  • Overdue invoice agent 284 runs
  • Missing document agent 431 runs
  • Stale lead agent 378 runs
  • Escalation agent 137 runs

Active agents

18

Hours saved

146

Failures

0

146 hrs

Manual work removed monthly

18

Agents in a typical setup

100%

Actions logged

What Agents does for your accounting firm.

01

Trigger, condition, action

Build automations in plain language: when this happens, and this is true, do that.

02

Cross-module reach

One agent can read a task, check an invoice, message a client and notify a manager.

03

Scheduled or event-driven

Run on a timetable, or the instant a record changes.

04

Library of starters

Deadline reminders, document chasers, overdue escalations and stale-lead nudges ship ready to switch on.

05

Safe by default

Test an agent in dry-run mode and see exactly what it would have done before it does anything.

06

Complete audit log

Every run records its trigger, its decision and its action, so automation stays accountable.

Four steps, and then it looks after itself.

Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.

  1. 1

    Pick a trigger

    Choose the event or schedule that should start the agent.

  2. 2

    Add conditions

    Narrow it down to the exact records you want acted on.

  3. 3

    Dry run

    Review what the agent would have done over the last 30 days.

  4. 4

    Activate

    Switch it on and monitor its runs from the agent log.

Agents for accounting firms, answered

What is workflow management software for accounting firms?

It organises and automates the repeatable work an accounting firm does: recurring tasks, document collection, follow-ups and reminders. FinnDesk adds AI agents that carry out routine steps on a schedule and log everything they do.

Do agents need developers?

No. Agents are built from a visual trigger-condition-action builder. Developers can extend them via the API if you want to.

Can an agent message clients directly?

Yes, over WhatsApp or email, using your approved templates. You can require human approval before send if you prefer.

What if an agent misbehaves?

Dry-run mode shows the impact before activation, and any agent can be paused instantly. Every action it took is in the log.

Are there usage limits?

Run volumes scale with your plan; the agent log shows your current consumption at any time.

Still have a question? Talk to us

Pairs well with

15

FinnDesk AI

Ask questions of your own operating data and get drafts, summaries and answers back.

16

Sprint Planner

Plan the week against real capacity and see where it went when the week ends.

17

Dashboards

Your entire practice at a glance — tasks, billing, deadlines and team activity on one configurable screen.

Put Agents to work this week.

Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.

I'd rather see a demo first

14-day free trial · No credit card · Setup in under 10 minutes