AccountingAI Agent Demo

End of Year Questionnaire

AI-guided annual questionnaire — the agent walks your client through income, assets, expenses, and flags what matters at tax time.

Step 1 of 5Overview

Welcome to your end-of-year review. I'll walk you through everything your accountant needs to know — income, assets, expenses, and any changes this year.

No accounting knowledge needed — I'll ask in plain English and flag anything important as we go.

Let's start — who is this questionnaire for? (e.g. "Sarah Thompson — Thompson Family Trust" or "My personal tax return")

Year-End Profile

As you answer questions, key details will appear here.

Overview

Confirm entity details and year-end basics

Estimated time

15-20 minutes

You can leave and come back — your progress is saved.

This is one agent.

See what a full operating system looks like for accounting.

Multiple agents working together across your team’s daily processes — from document intake to client delivery.

Explore AccountingBook a Call