Business systems and services
Plan integrations around existing accounting interfaces and review processes.
Accounting and finance teams
Process documents, reconcile records, and prepare working papers.
Extract document details, check account discrepancies, and draft reports with connected accounting tools to support the team’s daily work.
Support accounting work and review
Process documents and prepare working papers
Extract document details, check the relevant figures, and organize them into working papers for review.
Work with existing accounting systems
Connect the tools needed for daily work according to the company’s existing accounting systems and access permissions.
Create workflows for recurring tasks
Save recurring accounting steps as workflows and set up approvals for actions that require confirmation.
Task examples
01
Trial balance preparation
Prepare a trial balance from transaction and account data, compare debit and credit totals, and flag differences.
Workflow example
Firmground AI workspace · Workflow exampleReady to start
Trial balance preparation
Illustrative workflow and data. Tools and approval steps depend on the project configuration.
1Pull2Tie3Flag
Task process
Organize transactions and account balances into a trial balance.
Task summaryCompare debit and credit totals and flag differences.
Current actionRead sample account balances
Current actionPrepare sample trial balance preparation
Review noteThe sample output is ready for the appropriate team to review.
An inventory difference in the sample accounts is flagged for review.
Output preview
| Account | Debit | Credit | Status |
|---|
Tools and integration options
Business systems and services
Xero
Subject to integration review
QuickBooks
Subject to integration review
Sage
Subject to integration review
Microsoft 365
Subject to integration review
Integration illustration
Tool connections
Gmail
Subject to integration review
Outlook
Subject to integration review
Google Drive
Subject to integration review
Google Calendar
Subject to integration review
WhatsApp Business
Subject to integration review
Data and access
Confirm supported formats, data import, and how outputs will be used.
Tool connections
Posting draft entries requires the corresponding accounting integration.
Start with one business task using an AI Agent
Firmground AI
Choose a task your team already knows, and see how Firmground AI handles it and what it delivers.
- Process business documents and data
- Connect business tools and carry out the task
- Reuse workflows, with approval before key actions
Existing users can sign in. Book a demo to discuss enterprise integrations and deployment.