cpaagents.ai · Agent Planner

Turn an accounting process into an AI-agent architecture.

Describe a process — month-end close, 1040 prep, AP automation — and get a structured plan: 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.

From a process you know to a plan you can build

Browse
Standard designs

Start from a reference architecture for a common accounting process — close, 1040 prep, AP automation. Each is a complete design.

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Build
Your own process

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

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Sample
See a finished plan

Open a complete reference plan end-to-end — swimlanes, business case, rollout, controls and the export package. The strongest demo is a real plan.

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Latest from the community

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Real-firm architectures shared by practitioners.

Plan your first process

Five questions, a few minutes, no account. Start from a standard design or describe your own.