cpaagents.ai · Agent Planner

Turn an accounting process into an AI-agent architecture.

Run your first agent on sample data in 10 minutes, build your own with three questions, and get a structured plan for the whole process — swimlanes, working agents, and the human-review gates that keep it controlled. A starting point to take to IT or a consultant. No login.

Close · Balanced option
Month-End Close
Accounts Payable
General Ledger
Tax
Agent Human-review gate
Built control-first

Every agent whose output touches a return, a financial statement or a material number is followed by a human-review gate — so the plan is something a partner can approve, not just a diagram.

Plans map to the same architecture Anthropic ships to financial institutions — the Claude Finance Agents controllership pattern, with off-the-shelf agents pinned where they fit and custom builds where your firm's process is the edge.

From your first agent to a plan a partner can approve

Try it
Run your first agent

Ten minutes, fake data, zero risk. Reconcile a sample bank account with an agent, then grade it against the answer key — six seeded discrepancies.

Start the tutorial →
Agents
Browse & build agents

Ten prebuilt Claude Finance Agents you can install today — or answer three questions and get your own agent with a paste-ready starter prompt.

Open the Agent Library →
Build
Plan a whole process

Answer five quick questions about your process, teams, systems and risk appetite. No prompt to write — your answers compose the plan.

Start the interview →
Browse
Standard designs

Start from a complete reference plan — close, 1040 prep, AP automation — with swimlanes, business case, rollout and controls.

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Latest from the community

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Real-firm architectures shared by practitioners.

From curious to a running agent

Try one on sample data in 10 minutes, build your own in one, then plan the whole process. No account, no cost.