Accounting firm

Find the missing document before the client goes looking for it

Chasing missing documents takes longer than the review itself. Every associate has their own method, and what the client agreed to provide — and by when — is written nowhere.

Create my first project

You describe your work

Nothing to configure. The blueprint derives the agents, their speciality and the folders they need — and submits the lot before writing anything.

Ts-Agents — Blueprint for “Aubert Accounting”
Your work

"We keep the books for small businesses. Before the review, I want to know which documents are missing on each file, and be able to tell the client in one sentence."

Proposed organisation · nothing written to your drive yet
3 agents proposed
  • Reconciler/statements

    Matches bank movements against the documents provided

  • Document checker/invoices

    Spots missing or unreadable supporting documents

  • Engagement keeper/engagements

    Recalls what each client committed to provide

Apply to projectEdit

The workspace takes shape

What you upload and what has to be written together, kept apart. The folders carry the words of your trade — never /documents.

Ts-Agents — Workspace
To upload

The folders are created in your drive. You put your documents in them.

  • /statements/<client>12 files

    Bank statements, one folder per client

  • /invoices/<client>148 files

    Supporting documents received, purchases and sales

  • /filingsempty

    Closed-year filings, for comparison

To write together

These documents do not exist yet. The assistant asks you questions and writes them.

  • /engagements/scope.mdwritten

    What each client provides, and by when

  • /engagements/thresholds.mdto write

    The thresholds above which a document is required

Write this document

You ask, the team works

Every step is visible while it runs: the file read, the specialist consulted. The answer cites the paths it relies on.

Ts-Agents — Conversation

Which documents are missing on the Fournel file to close the quarter?

The organisation is working — 4 steps
  • read_filereads /statements/fournel/q3.csv
  • ask_agentconsults the reconciler
  • read_filereads /engagements/scope.md
  • ask_agentconsults the document checker
Eleven movements with no supporting document, four of them above the threshold in /engagements/thresholds.md. The oldest dates from 3 July: a €4,210 transfer to Sogexia…

Where the AI stops and asks

These checkpoints are written into workflow.md, in plain text. Between two of them the AI works alone; it does not cross one. You decide where they fall.

  • Before any chase is sent to the client: it is the firm speaking, not the tool.
  • Before classifying a movement as impossible to justify.
  • Before changing a threshold, which applies to every file.

The project remembers

Your decisions carry from one conversation to the next — and you can read them, correct them, erase them. A memory you cannot contradict is not one.

Ts-Agents — Project memory
What the project retained4 entries

Re-read on every request. Correct what is wrong, erase what no longer serves.

## Decisions

- Client Fournel provides documents on the 10th of the month, not the 5th.
- Expense claims under €25 are not chased individually.
- Internal transfers between the two accounts are not movements to justify.

## Preferences

- One grouped chase list per client, never document by document.
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Frequently asked questions

Does Ts-Agents replace my accounting software?
No, and it never substitutes for it. It works on the documents — statements, supporting files, engagement terms — to prepare and de-risk what you enter afterwards. Entry, filing production and electronic submission stay with your software vendor.
Are my clients’ documents sent anywhere?
They stay in your drive. Our database stores technical indexes only, never the content of your documents or your conversations. The extracts needed to answer a question go to the model provider you chose, on your own key.
Can we have one project per client?
Yes, and it is often the right split: each client has its own engagement terms, thresholds and memory. You open as many projects as you like — the subscription applies to a project, not to your account — and the same colleague can be invited to several of them without any control over billing.

Faithful reconstructions of the interface, built with the product's real components and colours. These are not screen photographs.

Other trades

Describe your work. See what we make of it.

The blueprint shows you the proposed organisation before writing anything to your drive. Judge it on the evidence.

Create my first project