AI Agents & Workflows

A robust AI accounting system. Your workflows.

Chain together specialized AI tools into bespoke workflows tailored to your business. Run them once, schedule them to recur, or push them across every client in your firm.

AI Workflow Builder
Fetch GL Balances
tool
Check Thresholds
condition
Request Approval
approval
Generate Report
tool
Send to Slack
Send to Slack
notification
AI Chat
Describe your workflow...

Build once. Use anywhere.

Trigger workflows from chat with a single command, schedule them to run automatically, or push them across every client in your firm.

Chat
Schedule
Clients

275 tools across accounting. 21 specialized agents.

Every workflow step is powered by purpose-built AI agents with deep domain expertise across reconciliation, reporting, AR/AP, inventory, and close workflows.

CFO Advisory
18 tools

Strategic financial analysis and lending prep

ScorecardVariance NarrativeLoan PackageFlux Analysis
Reporting
38 tools

GAAP-compliant financial statements on demand

P&LBalance SheetCash FlowCustom Reports
Reconciliation
24 tools

Match bank feeds to your ledger automatically

Bank MatchingApprove / RejectBulk Reconcile
Invoicing & AR
31 tools

Send invoices, collect payments, track aging

Create InvoiceAR CollectionsPayment Matching
Bills & AP
27 tools

Scan bills, auto-extract, schedule payments

Scan BillSchedule PaymentRecurring Bills
Analytics
22 tools

Detect anomalies, forecast trends, deep dives

Anomaly DetectionForecastingDeep Analysis
Compute
16 tools

Custom Python analysis and bespoke data exports

Python AnalysisBespoke ExportsData Extraction
GAAP Knowledge
14 tools

Standards lookup, compliance checks, guidance

Standards LookupWeb SearchCompliance

Frequently asked questions.

You describe what you want in plain English — like 'build a monthly close workflow' — and DayZero's AI builds a multi-step pipeline across reconciliation, AR/AP, reporting, and inventory workflows. Each step runs automatically, with human approval gates where you need them.
Absolutely. Every workflow is fully editable. Add, remove, or reorder steps. Set conditions and thresholds. Connect approval gates. You can also build workflows from scratch using our visual builder.
Agents are specialized AI modules trained for specific accounting domains — reconciliation, reporting, invoicing, analytics, and more. Each agent has deep expertise and a set of purpose-built tools for its domain.
DayZero uses purpose-built accounting AI, not a general chatbot. Every action is logged and reviewable. You set confidence thresholds that determine what gets auto-applied vs. what requires your review.
Yes. Any workflow can be scheduled on a recurring basis — daily, weekly, monthly, or custom cron schedules. You'll get notifications when workflows complete or need your attention.
Yes — advisory firms can build a workflow once and deploy it across every client in their portfolio with a single click. Each client's data stays fully isolated.

Ready to build your first workflow?

Start automating your accounting operations today. Free trial — no credit card required.