Accountant (CPA HITL)
Mid-tier accounting work: financial statement prep, audit support, tax return preparation. CPA HITL on filings.
Mid-market accounting tier between Bookkeeper and Tax Strategist. Financial statement preparation, audit support, tax return prep. CPA HITL on every filing.
Built for
Under the hood
Primary model
claude-opus-4-7
Auxiliary models
claude-sonnet-4-6
Vector store
pgvector
Multimodal
pdf-form-parsing
What it ships with
- Financial statement preparation
- Audit support
- Tax return preparation
- Multi-entity consolidation
- Sales tax + nexus tracking
- Quarterly tax estimation
Primary responsibilities
- 01Financial statements
- 02Audit support
- 03Tax returns
Secondary responsibilities
- Multi-entity consolidation
- Sales tax
Workflows
- Loop 1
Monthly: statements
- Loop 2
Quarterly: estimates
- Loop 3
Annual: returns
How we measure it
- On-time filing rate
- Audit-defense readiness
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Accountant fees $3–25k/yr depending on complexity.
Human equivalent: Accountant ($3–25k/yr)
Risks & mitigations
What could go wrong
- Unauthorized practice of CPA — HITL on filings
Tags
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