Agents by department
Close the books in days, not weeks, without adding to the finance team.
Bills, reconciliations, receivables and month-end run by agents. Your controller approves.
- 3–4 d month-end close
- 90%+ auto-matched
- −75% cost per invoice
In short
What do Velum accounting agents do?
Velum Accounting agents automate the accounting cycle: invoice capture and GL coding, three-way matching, payment scheduling, daily bank and payment-processor reconciliation, receivables follow-up, accruals and recurring journals, and month-end close preparation. They work on top of Xero, QuickBooks, NetSuite and other ledgers, keep segregation of duties, and require approval before any payment or journal posts.
Accounting is mostly reading documents, matching them to records and chasing what does not match. Accounting agents capture and code every bill, match it to the purchase order, reconcile bank and payout feeds daily, chase overdue invoices, draft the recurring journals and prepare the close pack. Payments and journal entries always wait for a named approver, and every entry links back to its source.
What we can implement
The agents in this line.
- Invoice cost down ~75%
Accounts payable agent
Bills read, coded to the right account and matched to the PO and receipt; payment runs proposed for approval.
- 90%+ auto-matched
Reconciliation agent
Bank, card, Stripe and Shopify feeds matched to the ledger every day, with exceptions explained.
- DSO down ~30%
Receivables agent
Tier-aware reminders, dispute and promise-to-pay logging, and a weekly cash view.
- Journals ready day one
Journal agent
Accruals, prepayments, depreciation and intercompany entries drafted with workings attached.
- Close in 3 to 4 days
Close agent
Close checklist tracked, balances tied out and variances explained in plain language.
- More clients per bookkeeper
Bookkeeping agent
For firms: transactions categorised and queries raised across every client file, reviewed per client.
What changes
Before and after.
Typical ranges from comparable deployments. Your baseline is measured in the audit.
Month-end close
Before8 to 10 working days
After3 to 4 days
−60%
Cost per invoice processed
Before$12 to $20
After$3 to $5
−75%
Bank lines matched by hand
BeforeAll of them
AfterExceptions only
−90%
Ranges observed across comparable deployments. Your Assess produces the real baseline.
Your numbers
What is this work costing you today?
Move the sliders. The maths is simple and shown.
Your numbers
An assumption to explore, not a promised result.
What that is worth
58 h
reclaimed every week
$134,784
value per year
249 h
every month
1.4 FTE
of capacity returned
Hours on repetitive work, per week
Gross capacity estimate, not cash savings. Excludes implementation, software, and supervision costs. We validate assumptions in the audit.
Accounting agents: good questions
01Will agents post to the ledger on their own?
Coding, matching and reconciliation run automatically and are sampled for review. Payments and journal entries wait for a named approver, and the agent that prepares a payment run cannot approve it.
02Which accounting systems do you connect to?
Xero, QuickBooks Online, NetSuite, Sage Intacct and most ERPs with an API, plus bank feeds, Stripe, Shopify and bill-pay tools such as Bill.com and Ramp.
03Does this work for accounting firms?
Yes. Firms run the same agents across client files for bookkeeping, reconciliation, receivables and month-end, with a reviewer per client.
04How do we start?
With an AI opportunity audit: we map the workflow, report the opportunities, and agree scope and success criteria before building.
05What happens after launch?
We hand over documentation and train the owner. Managed AI operations can run and improve the agents for you.
How we deliver it
Services behind every agent.
AI opportunity audit
Know exactly what to automate, and what it is worth.
We map how work actually moves through your teams and tools, score every candidate workflow on value, feasibility and risk, and hand you a costed roadmap. You decide what to build with real numbers in front of you.
2 to 3 weeksCustom AI agent development
Agents built around how your team already works.
We design, build and ship AI agents that do real work inside your tools: reading documents, updating systems, drafting replies and making routine decisions, with a person approving anything that matters. Tested on your real cases before launch.
4 to 8 weeks per agentManaged AI operations
Agents that keep getting better after launch.
Once agents are live we run them: monitoring quality and cost, re-running evaluations on every change, upgrading models, fixing integrations when vendors change their APIs, and shipping new improvements every month.
Monthly, cancel any time
Close the books in days, not weeks, without adding to the finance team.
Clear scope. Tested workflows. A supported launch. Thirty minutes to find out if your function qualifies.