By industry · Accounting
KYC and month-end close,done in one press.
The two jobs that eat an accounting week, written as Actions inside sparkAgent. Put the documents in; the AI works the way your firm does and hands back a file a person can review — while writing the result back to Xero and Excel.
Below is a KYC review, running. Keep scrolling.
It opens on your own department's work
Not an empty prompt box. Accounting sees accounting: KYC, reconciliation, posting. Pick one and it starts.
Give it the documents
Upload them, or point it at the client folder you already keep. A whole bundle goes in at once.
Where it can't tell, it asks you
The AI doesn't assume on your behalf. It lays out the options, you choose, then it carries on.
A report you can review
Download it — and the client details are written back to Xero and your register.
What would you like to do?
Accounting
KYC review
12 checks cleared. Three shareholders are corporate entities — beneficial ownership can't be traced from these papers.
Ownership can't be traced. How should it go?
Waiting on youPick more than one if you like
What it did
- 9 documents checked against your KYC list
- Directors, shareholders and holdings extracted
- 3 items handled the way you chose
Your file
Also written to
It connects to what accounting already runs
- Outlook
- Microsoft 365
- Excel
- QuickBooks
- Xero
- Gmail
- Google Calendar
- Google Drive
- Google Sheets
- Notion
- Airtable
- Shopify
- Stripe
- Zoom
- Dropbox
Xero, QuickBooks, Excel, Outlook, Microsoft 365 and Google Workspace all connect. Anything that doesn't, we write a connector for.
The hours don't go on the numbers. They go on the sorting.
Onboarding a client means reading a stack of documents for names, dates and holdings until you reach the beneficial owner. At month end it's the bank statement against the invoices, and the few lines that don't match take the longest.
This work has a clear method and a few genuine judgement calls. The method can be written down; the judgement should stay with a person.
So we write the method as an Action, and turn each judgement call into a question.
Built already
The six Actions an accounting team uses most.
Each one is written against your own chart of accounts, client list and templates. Start with one, add more once it sticks.
KYC review
Onboarding documents checked against your KYC list — directors and shareholders extracted, gaps and untraceable owners flagged.
Month-end reconcile
Bank statement against invoices, coded to your accounts, with anything that doesn't match set aside.
Invoice posting
Supplier invoices coded and posted, with tax and payment terms applied the way you've set them.
Receivables chase
Follow-up emails drafted by ageing, in three levels of firmness. You edit, then you send.
Tax pack
A year of receipts sorted and filed the way the return needs them, with the missing ones listed separately.
Audit file prep
Filed in the order the auditor asks for, with missing items and variances listed in one pass.
Labour cost saved
What does a year of this cost a finance team?
Starting from two accounting staff on HKD 28,000 a month saving two hours a day. Change the numbers to yours.
Staff cost saved per year
HKD168,000
About HKD 14,000
- Hours back per year
- 1,056 hours
- Worth about
- 3.0 months of salary
An estimate, not a quote. What you actually save depends on the process itself.
Based on an 8-hour day and 22 working days a month. Base salary only — MPF and other employer costs are not counted, so the real figure is usually higher than this.
Hong Kong reference: the Census and Statistics Department's 2025 Annual Earnings and Hours Survey puts the median monthly wage at HK$21,200, and HK$31,500 for employees with post-secondary qualifications.
Who it fits
- Accounting and bookkeeping firms carrying ten or more client sets a month
- In-house finance teams of 3 to 50
- Already running on Xero, QuickBooks or Excel
- A settled way of working that currently lives in one senior person's head
Price
HKD 6,000from
Depends on how many Actions, which integrations, and team size. We scope it before quoting.
Questions
Could client financial data leak?
One client, one deployment, one database. Your data stays inside your own instance — never shared with another company, never used for training.
What if the AI gets a figure wrong?
Every result comes back as a file for a person to review; nothing is posted as final on its own. Which document each line came from, and what each step did, is on the record.
Do we have to replace our accounting system?
No. Actions connect to the Xero, QuickBooks or Excel you already run and write results back where they belong. Nothing changes in your team's day-to-day tools.
Can we try just the KYC flow?
Yes, and we'd recommend it. One Action people genuinely use every day beats ten nobody touches.
Next
Want to know which of your processes is worth doing first?
Book a free 15 minutes and we'll start with what your company needs.