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Agents

Your AI agent team for accounting firms & finance teams.

Six agents, each built for one job, connected to your systems and supervised by your people. Start with one or run the whole team.

Book a discovery callHow we build it
01 · aitelz
Client line agent Answers client calls, books meetings and handles routine questions.
Answers deadline and “where’s my refund?” questionsBooks advisory meetings into your calendarRoutes complex questions with a summary
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02 · aitextbotz
Document chaser agent Collects receipts, statements and tax documents without the back-and-forth.
Sends personalised document checklistsNudges by SMS, email or WhatsApp until completeFiles every upload to the right client folder
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03 · custom
Bookkeeping agent Categorises and reconciles transactions every day.
Categorises bank and card feeds automaticallyLearns each client’s rulesFlags only the unclear items
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04 · aidotz
Invoice agent Processes bills and chases receivables end to end.
Reads invoices from email and matches POsRoutes approvals in Slack or TeamsSends escalating payment reminders
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05 · custom
Forecast agent Prepares cash-flow forecasts and answers what-if questions.
Rolling 90-day cash forecast per clientScenario answers like “can we afford to hire?”Month-end commentary drafted for review
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06 · aicrmz
Practice CRM agent Tracks every client, deadline and advisory opportunity.
Filing deadlines tracked for every clientSpots advisory opportunities in client dataLogs every call and email automatically
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How we build · done for you

You bring the know-how.
We build the agents.

No software to learn and no prompts to write. The rainmindz team designs, builds, connects and runs your agents, and reports back every month.

0130 minutes
Discovery call We map where your team’s hours go and which work agents should take on first.
02Week 1
Agent blueprint A written plan: which agents, what they do, their guardrails and what success looks like.
03Weeks 2–4
Build & connect We build the agents and connect them to QuickBooks, Xero, Sage and the rest of your stack.
04Ongoing
Run & improve We monitor every agent, review results with you monthly and keep making them better.
FAQ

Questions,
answered.

All questions →

No. The agents prepare work for your qualified team. They don’t give regulated financial or tax advice to clients.

NewsletterAI automation, once a month.New use cases, prompts and guides. No spam.

Spend tax season advising, not chasing.

01A 30-minute call with the rainmindz team02A written agent blueprint within a week03No commitment until you approve it
Discovery call · 30 minVideo call with the rainmindz team
Pick a day · November
Pick a time · Mountain Time
Free 30-minute video call. No obligation. We only use your details to arrange the call (privacy).