Bring financial records and follow-upsinto one reviewable rhythm.
Prepares finance administration, reconciliations and review packs from authorised records. Financial truth remains in the approved accounting or banking source and with the responsible professional.
Discuss your requirementsOne accountable agent. Clear specialist ownership.
Your PA coordinates the work. Each specialist owns one part of the workflow, so approved inputs become a review-ready handoff.
Explore one responsibility at a time.
Record Collector
Organises authorised invoices, receipts and statements.
Source records to Professional decision.
This is an illustrative handoff. Your exact stages, evidence and approval gates are agreed during setup.
See it in your business.
Choose an industry to see one practical, illustrative workflow. Scope, supported connections and approvals are agreed during setup.
No matching industry. Tell us how your business works and we can discuss the fit.
A consultancy needs monthly invoices, receipts and outstanding client payments organised for its accountant.
A consultancy needs monthly invoices, receipts and outstanding client payments organised for its accountant.
- Incoming request
- A consultancy needs monthly invoices, receipts and outstanding client payments organised for its accountant.
- Agent tasks
- Record Collector, Reconciliation Assistant, Receivables Coordinator
- Your team receives
- A reconciled review pack with source links, exceptions and an approved reminder queue.
Business benefitA reconciled review pack with source links, exceptions and an approved reminder queue.
Important boundaryIt does not hold funds, move money, file returns, provide regulated advice or replace an accountant. Tax and accounting decisions require qualified review.
Discuss this workflow →A consultancy needs monthly invoices, receipts and outstanding client payments organised for its accountant.
- 1Primary taskCategorisation
- 2SpecialistsRecord Collector + Reconciliation Assistant
- 3ApprovalNamed owner reviews
- 4Next actionProfessional decision
Four things we agree clearly.
- Business context
- Approved facts, rules, sources and the knowledge specialists may use.
- Selected responsibilities
- The roles, outputs and handoffs included in your custom scope.
- Connections and costs
- Supported permissions, provider subscriptions and paid actions are agreed separately.
- Approval boundary
- It does not hold funds, move money, file returns, provide regulated advice or replace an accountant. Tax and accounting decisions require qualified review.
What businesses usually ask.
Can we choose only some specialists?
Yes. The custom quotation can include only the responsibilities your workflow needs.
What must our team approve?
Your approval points are agreed during setup. Consequential actions and external releases remain reviewable.
Can it connect to our existing tools?
Potential connections are assessed against platform support, permissions, data quality, geography and required controls.
What do you need before starting?
Accurate business context, source access where applicable, clear rules and a named owner for decisions.
Is there a fixed price?
No. BuildingBots prepares a custom quotation based on selected responsibilities, workflow complexity, integrations and controls.
You choose the specialists. We shape the workflow.
Tell us how finance & accounting agent should work in your business.