Agentic Accounting System
Transform accounting operations with 70% cost reduction through intelligent automation
10x Faster Processing
Automated workflows process transactions in seconds instead of hours, eliminating manual data entry bottlenecks.
$250K Annual Savings
Reduce staffing costs by 70% while improving accuracy and processing speed across all accounting functions.
99.9% Accuracy
AI-powered validation and reconciliation ensures data integrity with automated error detection and correction.
Zero Fraud Risk
Continuous monitoring and automated audit trails eliminate embezzlement opportunities and ensure compliance.
By the Numbers
System Architecture
┌─────────────────────────────────────────────────────────────────┐
│ Claude Code (cc) │
│ Master AI Orchestrator │
│ Research → Plan → Delegate → Review │
└────────────────────────┬────────────────────────────────────────┘
│
┌───────────────┼───────────────┐
│ │ │
▼ ▼ ▼
┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ @executor │ │ @researcher │ │@docs-manager│
│ Code Impl │ │ Web Research│ │Documentation│
└──────┬──────┘ └─────────────┘ └─────────────┘
│
│ Implements via UTCP Bridge
│
▼
┌─────────────────────────────────────────────────────────────────┐
│ UTCP Tool Ecosystem (92 Tools) │
│ QuickBooks API │ Plaid │ Stripe │ PostgreSQL │ Email │ Slack │
└────────────────────────┬────────────────────────────────────────┘
│
┌───────────────┼───────────────┐
│ │ │
▼ ▼ ▼
┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ 💰 Cash │ │ 🛒 Purchasing│ │ 📊 Revenue │
│ Agent │ │ Agent │ │ Agent │
│ CSH101-108 │ │ PUR101-106 │ │ REV101-110 │
└─────────────┘ └─────────────┘ └─────────────┘
┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ 📦 Inventory│ │ 📝 G&A │ │ 🛡️ Compliance│
│ Agent │ │ Agent │ │ Agent │
│ INV101-105 │ │ G&A101-110 │ │ Continuous │
└─────────────┘ └─────────────┘ └─────────────┘
Technology Stack
Core Platform
Claude Code orchestration with agent delegation pattern. UTCP bridge for tool integration.
Database
PostgreSQL for transaction storage, audit trails, and analytics. Full ACID compliance.
ERP Integration
QuickBooks Online API for general ledger sync, chart of accounts, and financial reporting.
Banking & Payments
Plaid for bank connectivity, Stripe for payment processing, automated reconciliation.
Claude Code Integration
Agent Delegation Pattern
CC orchestrates specialized agents for implementation, research, and documentation - preserving context window efficiency.
Skills System
Progressive disclosure with 77% context reduction. Skills auto-load in agent context only when needed.
UTCP Bridge
Unified Tool Call Protocol provides semantic discovery of 92 tools across all integrations.
Context Preservation
Agents work in isolated contexts, keeping CC's orchestration window clean for complex workflows.
Specialized Accounting Agents
Cash Agent
- Automated bank reconciliation
- Daily cash position monitoring
- Payment processing and approval
- Cash flow forecasting
- Deposit verification and posting
- Bank feed integration (Plaid)
Purchasing Agent
- Purchase order generation
- Vendor invoice matching (3-way)
- Approval workflow automation
- Vendor management and onboarding
- Spend analytics and reporting
- Contract compliance monitoring
Revenue Agent
- Invoice generation and distribution
- Payment application and allocation
- Accounts receivable aging
- Collections workflow automation
- Revenue recognition (ASC 606)
- Customer credit management
Inventory Agent
- Perpetual inventory tracking
- Cycle count scheduling
- Variance analysis and adjustment
- Valuation methods (FIFO/LIFO)
- Reorder point monitoring
- Cost of goods sold calculation
General Admin Agent
- Payroll processing and posting
- Expense report automation
- General ledger maintenance
- Journal entry preparation
- Period close coordination
- Fixed asset depreciation
Compliance Agent
- Real-time audit trail generation
- Regulatory compliance checking
- Internal control monitoring
- Segregation of duties enforcement
- Anomaly detection and alerting
- SOX compliance reporting
Return on Investment
Key Benefits
Automated Compliance
Continuous monitoring ensures SOX compliance, GAAP adherence, and internal control enforcement. Real-time audit trails for every transaction.
Zero Embezzlement Risk
Automated segregation of duties, anomaly detection, and approval workflows eliminate fraud opportunities. Complete transaction transparency.
Real-Time Visibility
Live dashboards show cash position, AR aging, AP status, and KPIs. Instant access to financial data for decision-making.
Scalability
Handle 10x transaction volume with zero additional headcount. Agents scale instantly to meet demand peaks.
Competitive Advantages
24/7 Operations
Agents work continuously without breaks, holidays, or sick days. Process transactions any time of day or night.
Consistent Quality
Every transaction handled with identical accuracy and attention. No variation in quality due to fatigue or distraction.
Instant Adaptation
Update procedures system-wide in minutes. No retraining required for policy or regulatory changes.
Cost Predictability
Fixed monthly infrastructure costs with no payroll, benefits, or training expenses. Predictable budgeting.
12-Week Implementation Roadmap
Phase 1: Foundation & Discovery
Establish infrastructure and understand current processes
- QuickBooks API integration setup
- PostgreSQL database provisioning
- Plaid and Stripe connectivity
- Current process documentation
- Agent architecture deployment
Phase 2: Core Agents (Shadow Mode)
Deploy primary agents in parallel with existing processes
- Cash Agent: Bank reconciliation automation
- Revenue Agent: Invoice and AR processing
- Purchasing Agent: PO and AP workflows
- Parallel processing with 100% human review
- Accuracy validation and tuning
Phase 3: Extended Agents & Testing
Deploy remaining agents and begin graduated automation
- Inventory Agent: Stock tracking and valuation
- G&A Agent: Payroll and expense processing
- Compliance Agent: Audit trail generation
- Reduce human review to exception handling
- End-to-end workflow validation
Phase 4: Full Automation (Monitored)
Transition to agent-first processing with oversight
- Agents handle all standard transactions
- Human-in-loop for exceptions only
- Real-time monitoring dashboards
- Performance metrics collection
- Staff transition to oversight roles
Phase 5: Optimization & Handoff
Fine-tune operations and train ongoing support team
- Performance optimization based on metrics
- Staff training on monitoring and exceptions
- Documentation and runbooks
- Success criteria validation
- Production deployment certification
Risk Mitigation
Shadow Mode Operations
All agents run in parallel with existing processes initially. Human review validates 100% of transactions before any automation goes live.
Human-in-Loop Safeguards
Exception handling and approval workflows ensure human oversight for unusual transactions, policy violations, or high-value items.
Graduated Rollout
Agents deployed incrementally by function. Each must meet accuracy and performance thresholds before next phase begins.
Rollback Capability
Full system rollback available at any stage. Original processes remain documented and can be reactivated if needed.
Success Metrics
Accuracy Target
99.9% transaction processing accuracy with automated error detection and correction for remaining 0.1%.
Processing Speed
10x faster than manual processing. Bank reconciliation in 5 minutes, invoice processing in 30 seconds.
Cost Reduction
70% reduction in accounting labor costs achieved by end of month 6 after implementation.
Compliance Rate
100% SOX compliance with complete audit trails and automated segregation of duties enforcement.