Available

CrewAI + AccountsOS

Add a dedicated accounting agent to your CrewAI crews. Handle bookkeeping, VAT calculations, and deadline tracking as part of multi-agent workflows. Your finance agent works alongside your other crew members.

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Tools

Agent

Multi

Agent

Focused

CrewAI agent example

from crewai import Agent, Task, Crew
from accountsos_crewai import accountsos_tools

# Define the accountant agent
accountant = Agent(
    role="UK Accountant",
    goal="Manage bookkeeping, VAT, and tax",
    backstory="Expert UK accountant for Ltd companies",
    tools=accountsos_tools(api_key="sk_live_...")
)

# Create a finance review task
review = Task(
    description="Weekly finance check: balance, P&L, VAT, deadlines",
    agent=accountant,
    expected_output="Finance summary with action items"
)

# Run the crew
crew = Crew(agents=[accountant], tasks=[review])
result = crew.kickoff()

Available Tools

Tool	Description	Scope
`get_transactions`	Query income and expenses with date and direction filters	read
`get_balance`	Check current account balances across all accounts	read
`get_vat_summary`	Get VAT position for any quarter	read
`get_deadlines`	List upcoming filing deadlines	read
`create_transaction`	Record income or expense entries	write
`update_transaction`	Modify transaction details or categories	write
`categorize_transaction`	Get AI category suggestion for a transaction	write
`list_categories`	Browse HMRC-aligned expense and income categories	read
`create_deadline`	Add custom filing deadlines and reminders	write
`search_documents`	Find receipts, invoices, and contracts	read
`upload_document`	Store receipts and invoices with metadata	write
`get_dla_balance`	Check Director's Loan Account with S455 warnings	read
`get_invoices`	List and filter invoices by status	read

Features

Pre-built accounting agent role for CrewAI crews

All 13 AccountsOS tools as CrewAI-compatible tools

Multi-agent workflows with finance alongside other roles

Task delegation for complex accounting operations

Memory and context sharing between crew agents

Async execution for parallel accounting tasks

How It Works

Install AccountsOS tools for CrewAI

Install the CrewAI-compatible AccountsOS tools package.

pip install accountsos-crewai

Define your accountant agent

Create an accounting agent with the AccountsOS tools and a finance-focused role.

from crewai import Agent
from accountsos_crewai import accountsos_tools

accountant = Agent(
    role="UK Accountant",
    goal="Manage bookkeeping and tax",
    tools=accountsos_tools
)

Add to your crew

Include the accountant agent in your crew alongside other roles.

from crewai import Crew, Task

crew = Crew(
    agents=[accountant, researcher, writer],
    tasks=[finance_task, report_task]
)
crew.kickoff()

Benefits

Dedicated accounting agent for multi-agent workflows

Runs alongside other CrewAI agents — researcher, writer, analyst

Task delegation for complex multi-step accounting

Async execution for parallel financial analysis

Shared context keeps all agents informed about finances

What is CrewAI?

CrewAI is a multi-agent framework that lets you create teams of AI agents that collaborate on tasks. Each agent has a role, goals, and tools. The AccountsOS integration adds a UK accounting agent to your crew.

Can the accountant agent work with other agents?

Yes. That's the core CrewAI concept. Your accountant agent can collaborate with researcher, writer, analyst, or any other agent role. For example, a researcher gathers expense receipts while the accountant categorises and logs them.

Does this support async execution?

Yes. CrewAI supports async task execution, so your accountant agent can process transactions in parallel with other crew tasks. This is useful for large batch operations.

Can I customise the accountant agent's behaviour?

Yes. You control the agent's role, goal, backstory, and which tools are available. Limit tools to read-only for reporting agents, or give full write access for agents that log transactions.

Related Connections

Available

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