Secure AI Agent · Accounting Firm
AI applied to
your firm's routine
A specialist configured to track filing deadlines, chase client documents, organize the closing, and keep fees under control.
Companies that trust UPX
Capabilities
What the Accounting Firm Agent
can do
Main areas of work for the Accounting Firm AI Agent in your operation.
Filing calendar
Tracks each client's deadlines and alerts before they fall due.
Document chasing
Pursues what is missing to close the period and records the response.
Closing preparation
Organizes entries and flags what is pending reconciliation.
Movement checking
Cross-references statements, invoices, and entries and flags divergences.
Fee control
Monitors contracts, adjustments, and open invoices per client.
Client support
Answers recurring questions based on the client's own documents.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Deadline control
- Tracks the filing calendar across the whole client base.
- Document chasing
- Identifies what is missing per client and pursues it.
- Reconciliation
- Cross-references statements and entries and flags divergences.
How it worksFrom the document to the closing,
From the document to the closing,
with review at every step
Connect your systems, define what the agent can do, and let the follow-up happen within your firm's limits.
- Connect the accounting system and channels
- The agent works where the client base is already managed.Connect the accounting system, the control spreadsheets, and the client channels so the Secure AI Agent has access only to what it needs to follow each period.
- Ask for the work
- Talk to the agent in natural language.Request the filing status, the list of pending documents, or the fee position through the available channels. The agent understands the context, applies the configured skills, and follows the firm's rules.
- The agent prepares. The accountant signs.
- From preparation to filing, with control.The agent organizes, checks, and chases within the defined permissions. Filing returns, signing statements, and deciding tax classification stay with the responsible professional.
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Integrations
Connected to the systems your firm already uses
The Accounting Firm AI Agent can query your client base and run tasks in the systems your team already uses.
Conta Azul Omie 
Flow
What goes in,
what the agent does, and what comes out
From the raw document to a prepared closing, following your firm's rules and permissions.
Inputs
- Bank statementCSV
- InvoicesXML
- Tax calendarDOC
Processing
Secure AI Agent
Processing the task
- Read
- Reconcile
- Checkrunning
- Prepare
Skill appliedRules verified
Output
Completed
Closing prepared
- Pending documents listed
- Divergences flagged
- Upcoming deadlines highlighted
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your firm's rules.
- 1
Query
Reads documents and entries and answers with the reference.
- 2
Prepare
Organizes the closing and flags gaps.
- 3
Request review
Waits for validation from the responsible accountant.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each firm's policy. Filing statutory returns, signing statements, and setting tax classification always stay with the responsible accountant.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Accounting Firm Agent
What firms usually ask before putting an agent to support the routine.
Does the agent file statutory returns?
No. Filing is the responsible accountant's act, using the firm's or client's digital certificate. The agent tracks the deadline, prepares what is needed, and alerts before it falls due.Does it sign statements or issue opinions?
No. The agent organizes entries, flags reconciliation gaps, and leaves the material ready for analysis. Signature and technical opinion stay with the qualified professional.Does it decide an item's tax classification?
No. The agent can flag inconsistency against the client's history or the configured rules, but the tax decision stays with the accountant.How does it chase client documents?
The agent identifies what is missing to close the period and prepares the chase through the connected channels. Sending can be automatic or stay under approval, depending on the autonomy level set.Is our clients' data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the systems involved. The starting point is connecting the accounting system and configuring the agent for the routine that consumes most of the team's time today.
Secure AI Agent
Bring a Secure AI Agent to your accounting firm
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.