# AI Agents

AI Agents provide intelligent, multi-agent workflows to automate complex accounting tasks. Each agent session guides you through specific workflows with AI assistance.

# Overview

The AI Agents module offers:

• Bank Reconciliation — Match bank statements to ledger entries
• Journal Entries — Generate double-entry journals from documents
• Bulk Classification — Categorize transactions in bulk
• Month-End Close — Full month-end workflow with checklist
• Enhanced Review — AI-assisted transaction review

# Getting Started

# Accessing AI Agents

Navigate to Accounting > AI Agents from the main menu.

# Starting a Session

1. Click New Session or select a workflow from Quick Start
2. Choose the workflow type
3. Optionally select a client (if you have engagements)
4. Give the session a title (e.g., "December 2025 Reconciliation")
5. Click Start Session

# Workflow Types

# Bank Reconciliation

Match bank statement transactions to your ledger entries with AI assistance.

What it does:

• Imports bank statement data
• Suggests matches based on amount, date, and description
• Highlights discrepancies for review
• Auto-matches high-confidence pairs

When to use:

• Monthly bank reconciliation
• Catching missing transactions
• Verifying account balances

# Journal Entries

Generate double-entry journal entries from uploaded documents.

What it does:

• Analyzes invoices, receipts, and bills
• Creates proper debit/credit entries
• Applies correct account codes
• Handles multi-line entries

When to use:

• Processing batches of documents
• Creating entries from invoices
• Posting adjusting entries

# Bulk Classification

Categorize multiple transactions at once with AI suggestions.

What it does:

• Analyzes transaction descriptions
• Suggests categories with confidence scores
• Learns from your corrections
• Applies rules to similar transactions

When to use:

• Imported bank transactions
• Uncategorized expenses
• Cleaning up transaction history

# Month-End Close

Complete month-end workflow with automated checklist and verification.

What it does:

• Guides through closing procedures
• Verifies account balances
• Generates required journals
• Creates closing report

When to use:

• Monthly accounting close
• Preparing for reporting
• Audit preparation

# Enhanced Review

AI-assisted transaction review with confidence scoring.

What it does:

• Flags suspicious transactions
• Highlights duplicates
• Suggests corrections
• Provides confidence scores

When to use:

• Quality control review
• Pre-audit preparation
• Catching errors

# Session Dashboard

# Statistics

The dashboard shows:

Stat	Description
Total Sessions	All sessions created
Active	Currently running sessions
Completed	Successfully finished sessions
Pending Questions	Sessions waiting for your input

# Session Status

Status	Meaning
Active	Session is running, AI is processing
Waiting	Session needs your input to continue
Completed	All tasks finished
Failed	Session encountered an error
Cancelled	Session was cancelled

# Pending Questions

When an AI agent needs clarification, it will pause and wait for input. Sessions with pending questions show a notification badge.

Common questions include:

• Ambiguous transaction classification
• Missing account mappings
• Conflicting information
• Approval for large batches

# Working with Sessions

# Session View

Each session shows:

• Task List — Steps being executed
• Progress — Completed vs total tasks
• Questions — Any pending input needed
• Results — Output from completed tasks

# Answering Questions

When a session asks a question:

1. Review the context provided
2. Select an answer or provide input
3. The session continues automatically

# Session History

View all your sessions in the Recent Sessions list:

• Filter by status
• See task completion progress
• Resume waiting sessions
• Review completed results

# Tips

# For Best Results

• Provide clean data — Well-formatted statements process faster
• Answer promptly — Waiting sessions don't auto-continue
• Review suggestions — AI confidence isn't always 100%
• Name sessions clearly — Makes history easier to navigate

# Common Workflows

1. Monthly Routine:

   • Run Bank Reconciliation at month start
   • Process Journal Entries mid-month
   • Complete Month-End Close

2. Bulk Import:

   • Upload bank statements to compiler
   • Run Bulk Classification on transactions
   • Use Enhanced Review to catch errors

3. Audit Prep:

   • Run Enhanced Review on date range
   • Complete reconciliation for all accounts
   • Generate closing reports