AccountingAI Agent Demo

Accounts Review & Return

Upload your client's draft financials — trial balance, working papers, bank summaries. The agent reviews for completeness and generates a client-ready year-end summary document.

Step 1 of 3Upload

Upload your client's draft financial data — trial balance, working papers, bank summaries, or anything you'd normally work from.

I'll review it for completeness, flag issues that need attention, and generate a client-ready year-end summary you can send directly.

Drop your files below, or tell me about the client and I'll work with what you've got.

Review Status

As you answer questions, key details will appear here.

Upload

Upload the client's draft financials

Estimated time

5-10 minutes

You can leave and come back — your progress is saved.

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