Vertical Agents for Finance & Accounting

Automatically convert transaction amounts between books using historical exchange rates, tracking gains and losses due to currency fluctuations, enabling multi-currency accounting and consolidated financial reporting.

Automatically manages investment portfolios by tracking stocks, bonds, and other financial instruments on a dedicated portfolio book. Synchronizes transactions, maintains precise quantities, and calculates realized gains/losses using the FIFO method.

Manage inventory book in sync with financial books upon buying and selling inventory items, tracking COGS using FIFO method

Automatically calculate and record VAT, GST, and other taxes based on transaction amounts, providing real-time visibility into tax receivables and payables. Supports both tax-included and tax-excluded calculations with customizable tax rates configured at account or group level.

Automatically connect books in a Ledger-Subledger relationship, synchronizing transactions between parent and child books for consolidated financial reporting.