Use case

Accounting and financial services (e-com sole proprietors)

Outsourced accountant / finance department for 20–80 e-com sole proprietor clients. AI calculates P&L by product, drafts Form 1DF and unified tax returns, reconciles payments from WayForPay / Nova Poshta.

Pain

Each e-com client = hundreds of transactions per month. Manual payment reconciliation, payment mismatches, Form 1DF and unified tax deadlines — for 30+ clients this no longer scales.

📅 Demo for Finance / Accounting · 30 min → Start for free

Active clients

20–80

Avg AOV

₴1 500–5 000 / міс

Repeat rate

90%+

useCaseLayout.channelsLabel

Telegram · Email

−80%

time on payment reconciliation

missed deadlines

×2

clients per accountant

Your agent stack

Which agents deliver the most for Finance / Accounting

How it works in live conversations

Real examples from Finance / Accounting

customer "(Client) How much unified tax this quarter?"

→ Finance Agent · Tax Auto-Pilot

Calculates based on client turnover for the period, generates draft sum + deadline. Accountant confirms — filing remains a manual human action.

0 missed deadlines

customer "WayForPay payments don't match orders."

→ Operations Agent

Reconciles WayForPay/LiqPay transactions with orders in KeyCRM, highlights discrepancies and unfulfilled COD — list for review instead of manual spreadsheet.

−80% reconciliation time

customer "Need P&L by client for the month."

→ Finance Agent

Generates P&L: turnover, COGS, commissions, shipping, returns → net profit by product. Draft ready for review in minutes.

×2 clients / accountant

customer "Report deadline is approaching…"

→ Customer Success Agent

Reminds client of deadline and missing documents early, gathers what's needed — fewer end-of-quarter fires.

no crunch time

Vertical pack

What activates with one click

Ready-made defaults for Finance / Accounting. You can change them in Tuning UI whenever you want.

Active modules

financeprofittaxops_ttn

Connectors

KeyCRMWayForPayLiqPayНова ПоштаTelegramEmail

Thresholds + policies

▸ AI drafts only — filing / signing always remains with human
▸ Sole proprietor-3: revenue limit, unified tax rates
▸ Payment reconciliation: auto-match, discrepancies → manual review

Tone

Precise and formal, with source for each number. No guessing.

Honest talk

What worries me?

Can I trust AI to calculate taxes?

AI drafts from transparent calculations with source for each figure. Filing to the tax authority — always a manual action by the accountant. We do not auto-file.
I have dozens of sole proprietor clients. Data won't mix?

Each client = separate org with RLS isolation at database level. One client never sees another's data.

Ready to see it in a live demo?

30 minutes · Google Meet · I'll show you how it works on your typical order / DM / call.

📅 Book a slot → Or the form