Agents Hub Plan Required

Your Firm's Native
AI Command Center

Three specialized AI agents that live inside AccountingFirm.ai. No ChatGPT subscription required. No switching tabs. Just ask, upload, and get professional-grade answers in seconds.

Agents Hub Plan

Most Used

Tax Research Pro

US Tax Code & IRS Expert

Ask any US tax question and receive a researched, cited answer in seconds. Covers the full IRC, IRS publications, Revenue Rulings, Tax Court cases, and all recent legislation including TCJA, CARES Act, and IRA.

Saves 3–5 hrs/week4.9

Agents Hub Plan

File Upload

Financial Statement Analyzer

P&L, Balance Sheet & Cash Flow Intelligence

Upload any financial statement (PDF, Excel, or CSV) and receive a complete analysis: key ratios, trend identification, red flags, industry benchmarks, and actionable recommendations — in under 60 seconds.

Saves 4–6 hrs/week4.8

Agents Hub Plan

Document AI

Client Communication Pro

Professional Letters, Emails & Documents

Draft any client-facing document in seconds — engagement letters, IRS response letters, tax planning summaries, management letters, and more. Every document follows AICPA standards and your firm's professional tone.

Saves 5–8 hrs/week4.9

No ChatGPT Required

Agents run natively on our platform. Your clients never need a ChatGPT subscription.

File Upload & Analysis

Upload PDFs, Excel files, and CSVs directly. The Financial Statement Analyzer reads them instantly.

Full Conversation History

Every session is saved and searchable. Export any conversation as a PDF or copy the output.