AI Agent Workflows for Accounting
Put AI agents to work on your books through ERPSync’s MCP server: querying financials, reading documents, and running close procedures — with permissions and an audit trail on every call.
Key Features
Claude and ChatGPT access to your books via MCP
Encoded close workflows: intercompany reconciliation, AP identification, vendor cleanup
Per-user, per-company permissions on every tool
Single audited gateway for all reads and writes
Durable agent memory and workflows powered by ContxOS
Key Benefits
Agents do the work instead of just chatting about it
Month-end procedures become repeatable, runnable workflows
Your source ERP is never exposed to the agent directly
Every AI action is permissioned and auditable
Institutional knowledge survives between sessions
Real-World Use Cases
Intercompany Reconciliation
A multi-entity group runs intercompany reconciliation as an agent workflow: the agent traces transfers across entities, flags breaks, and documents what it found — the same procedure, every month.
Deposit Line Management
A merchant cash advance business manages deposit lines through an encoded workflow, so the handling rules live in the system instead of in one person's head.
Reporting in Excel, Built by AI
With the ERPSYNC add-in and Claude for Excel, an agent assembles and refreshes the monthly reporting workbook — live formulas in the grid, not screenshots in a chat.