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AccountsOSTechnology

Inside AccountsOS / Agentic accounting

The intelligence.
The infrastructure.
The accountant.

Finn does the accounting production work. Tools to act. Knowledge to draw on. Memory of the business. All connected to a real double-entry ledger.

Go beneath the interface

Built around Finn. Connected to your business.

01 / An agent at the coreExplore the architecture

01 / Beyond the dashboard

Take away the interface.
The work carries on.

Finn works through tools and connected services. The dashboard is one way to see and manage that work. Follow an example receipt through the accounting underneath.

Workflow explorer
Step 01 / 05

A receipt arrives.

Finn can receive documents through uploads and connected channels. The work starts with the source.

f.
Finn / accounting workflow

Receipt received

Books / Activity

Source document ready

DocumentStudio supplies
SourceEmail attachment
Total£120.00
Double-entry ledgerHuman oversight

Illustrative workflow using fictional data. This explorer does not process documents or change any books.

Onboarding & migration

Bring the business and its existing books into context, with conversational setup and AI-assisted import mapping.

Documents & transactions

Extract receipt details, classify transactions and connect documents to the accounting work.

Preparation & review

Prepare month-end work and supported filings, surface blockers and give people the work to review.

02 / Grounded intelligence

An answer should have
something behind it.

Finn brings together facts, working knowledge and official guidance. Country and company context help determine what is relevant to the question.

01

Structured facts

The rule, with its source.

Country rule lookups return a rule and its official source. Structured UK tax facts add numerical data by tax year. Finn is instructed to retrieve these before giving rates and thresholds.

Country contextTax yearSource links
02

Working knowledge

How to apply it.

Skills and wiki knowledge explain accounting workflows. Finn’s Casebook adds practice options and their reasoning after the underlying rule is established.

Country playbooksAccounting workflowsCasebook
03

Official guidance

Back to the authority.

Source links let people check the underlying guidance. For supported UK topics, Finn can also retrieve GOV.UK guidance text. The available knowledge varies by country and topic.

Official referencesVerifiable guidanceClear limits

Finn is instructed to retrieve facts, cite sources and say when the available knowledge cannot establish an answer. These controls reduce risk; they do not guarantee error-free answers.

03 / Business memory

Your business has context.
Finn can remember it.

How the company works. Decisions you have made. Conversations worth returning to. Company memory gives Finn context that can carry into the next piece of work.

Company knowledgeBusiness details and working preferences in company memory.
Conversation recallEarlier discussions can be retrieved when you need them.
Patterns that inform the next matchSupplier history and saved rules help with recurring work. Changed details still need checking.
Context across conversations

You

We track the studio separately from our client project costs.

f. Finn

I can save that in your company memory so we can refer to it as we work through your books.
Example memory

Studio costs tracked separately from client projects.

Illustrative conversation. Company memory provides context; it does not replace transaction evidence.

04 / Designed for responsibility

The ability to act.
The boundaries to act within.

Accounting needs traceable figures and clear responsibility. Finn combines instructions with tool controls and review workflows.

01 /

Retrieve before answering

Financial figures should come from tools. Tax rules should come from the relevant fact sources, with references people can check.

02 /

Confirm sensitive actions

Designated tools require confirmation. Access and available actions depend on the user, company and workflow.

03 /

Make exceptions visible

Reconciliation and preparation workflows surface items that need attention, so people can apply their judgement.

04 /

A person reviews and signs

Finn does the production work. A person reviews and signs every filing. Responsibility stays explicit.

Explore security and data controls

05 / The person you work with

Deep infrastructure.
A straightforward conversation.

Finn’s voice is part of the design: the useful figure first, the explanation where it helps, and a question when something is missing.

Business context, accounting tools and a practical personality, brought together in the same conversation.

Meet Finn

AccountsOS / Built around the agent

Finn runs the books.
You grow the practice.

See what this means for the way you work.