No software to learn and no prompts to write. The rainmindz team designs, builds, connects and runs your agents, and reports back every month.
Accounting work follows a calendar: onboarding, monthly closes, year-end, tax season. In the first weeks we map that calendar and find where time disappears, usually chasing documents and answering status questions. We then decide which agent goes first, often the document chaser or bookkeeping agent, and write the approval rules around it. Agents prepare. Your accountants approve anything going to a client or a tax authority.
We connect QuickBooks, Xero, Sage, Karbon or Gusto, with read-only bank access through regulated providers where bank feeds are needed. The bookkeeping agent categorises transactions and flags the unusual ones. Humans approve money movement, and every categorisation can be traced afterwards. Bring these to the build: Your team can see which items each agent handled and which it passed on.
Take a sole trader who sends receipts late. The document chaser asks for the missing items by chat or email, reminds them on a schedule you set and tells the accountant which items are still outstanding. The bookkeeping agent categorises what arrives.
The accountant reviews flagged items and signs off. The client hears from the firm sooner, and the accountant spends the saved time on advice. Reminders follow the tone and timing you set, so clients are not nagged. Approvals stay with named people, and clients always have a way to reach a person.
No. The agents prepare work for your qualified team. They don’t give regulated financial or tax advice to clients.