Skip to main content
AccAssistant Dashboard

​
Welcome to AccAssistant

AccAssistant is a comprehensive accounting platform that combines traditional bookkeeping features with powerful AI automation. Built specifically for accounting firms, it streamlines multi-entity management, automates repetitive tasks, and provides customizable workflows that adapt to your practice.

​
Key Features

Multi-Entity Management

Manage multiple clients and entities from a single, unified dashboard

AI-Powered Automation

Custom AI agents that handle repetitive tasks and complex workflows

Real-Time Reconciliation

Automatically match transactions and identify discrepancies instantly

Smart Invoicing

Automated invoice creation, email delivery, and payment tracking

​
Quick Start

Get up and running with AccAssistant in minutes:
1

Create Your Account

Sign up at accassistant.com and complete the onboarding process
2

Set Up Your Organization

Configure your organization settings, entities, and chart of accounts
3

Connect Bank Accounts

Link your bank accounts for automatic transaction importing
4

Start Automating

Configure AI agents and automation rules for your workflow

​
Platform Overview

​
General Ledger

Comprehensive financial data management with multi-entity support, unified chart of accounts, and dimensional analysis capabilities.

​
Bookkeeping

Streamlined transaction processing, journal entry management, and automated reconciliation with real-time updates.

​
AI Automation

Customizable AI agents that adapt to your specific workflows, from invoice processing to report generation.

​
Financial Reporting

Generate standard financial statements or create custom reports with our flexible reporting engine.

​
Getting Help

Contact Support

Reach out to our support team for assistance

Book a Demo

Schedule a personalized demo with our team