Nexopta for your accounting department

Your accounting team doesn't need more people. It needs smarter workflows.

A team of AI-powered accounting agents that work together across your financial operations — from invoice intake and collections to reconciliation and compliance. Each agent handles a specific workflow, orchestrated by a central brain that keeps everything connected. Plugs into the tools you already use. Nothing happens without your approval.

Get Started Start the Conversation
Workflows designed with experienced CPAs — built by accountants, not just engineers.
NEXOPTA ACCOUNTING AGENTS
Which invoices are overdue and what's our current cash position?
You have 7 overdue invoices totaling $34,200. Three are 30+ days past due. Current operating account balance is $82,450 with $12,800 in scheduled payables this week. Want me to send follow-ups on the overdue ones?
Yes, send reminders on anything over 15 days. And flag the 30+ day ones for me to review.
Done. The collections agent sent reminders to 5 accounts and flagged the 3 oldest invoices in your review queue with contact history attached. Anything else?
Ask about invoices, cash flow, expenses...
Your Data Stays Yours
Encrypted, private, and never used to train AI models.
You Stay in Control
You decide what needs approval and what runs on its own.
Connects to Your Tools
Accounting software, email, file storage, and more.
CPA-Designed Workflows
Built with experienced accountants, not just engineers.
Connects to the accounting and business tools you already use
QuickBooksXeroFreshBooksWaveSageZoho BooksStripeGoogle SheetsGmailOutlookSlackTeamsHubSpotZapier+ 100s more
Sound familiar?

The daily reality of accounting teams

I spent half my Monday chasing three overdue invoices instead of doing actual work.
A duplicate payment slipped through last month. Nobody caught it until reconciliation.
AP approvals sit in someone's inbox for days. Bills get paid late, and we lose early-pay discounts.
I'm manually entering data from emailed invoices into our accounting system, one by one.
Month-end close takes a week because everything has to be checked, re-checked, and chased down.
My business partner asked about cash flow and I had to pull four different reports to give a straight answer.
Vendors keep emailing asking when they're getting paid. I don't have time to respond to all of them.
I need a bookkeeper, but I can't justify the cost for the hours I actually need.
You don't need more people.
You need better workflows.
The shift

What if your accounting workflows ran themselves
without you touching every transaction?

Not a new accounting system. Not a replacement for your bookkeeper. A team of AI agents — each one dedicated to a specific accounting workflow — orchestrated by a central brain that keeps everything connected. Invoices get followed up. Bills get routed for approval. Data gets entered and cleaned. Reconciliation moves faster. And you get plain-language answers about your numbers without pulling multiple reports.

Adding people to broken processes doesn't fix the process. Nexopta fixes the workflow itself — then runs it continuously, connected to the tools you already use.

You stay in control. Your books stay clean.

What it helps with

Specialized agents across your entire accounting workflow

Each agent handles a specific area of your accounting operations. Ask questions, get clear answers, and let your agents handle the tasks that eat up your day.

Accounts Payable Agent

Invoices are automatically read, matched, and checked for duplicates when they arrive. Approvals get routed to the right person with reminders. Vendors can check their own payment status without emailing your team.

  • Match this invoice to the PO and flag anything that doesn't line up
  • Route the Rogers invoice to Mike for approval
  • Have we already paid this vendor this month?

Collections Agent

Overdue invoices get followed up automatically, with a tone that adjusts based on how late the payment is. Incoming payments are matched to the right invoices without manual lookup.

  • Send a reminder to anyone past 15 days
  • What's the total outstanding from Maple Creek Construction?
  • Which clients have paid this week?

Expense Management Agent

Snap a photo of a receipt and it gets categorized, logged, and submitted for approval. Expense submissions are reviewed against your company's policies. Card spending is monitored with unusual activity flagged.

  • Log this lunch receipt as a client meeting expense
  • Did Sarah's expense claim follow our travel policy?
  • Show me all card transactions over $500 this month

Cash Flow and Reconciliation Agent

Transactions from your accounting software are reconciled continuously, not just at month-end. Cash flow is forecasted so you can plan ahead, and you can run "what if" scenarios to see how decisions affect your runway.

  • What's our cash position right now?
  • Show me what cash flow looks like if we delay that equipment purchase by 30 days
  • Flag any unreconciled transactions from last week

Month-End Close Agent

The entire close process is coordinated in one place. Your close checklist is tracked automatically — accruals, journal entries, intercompany eliminations, and bank reconciliations are monitored for completion. When something stalls, the right person gets nudged. Variance analysis runs automatically so you're not building spreadsheets from scratch. Close timelines shrink from a week to days.

  • What's still outstanding for month-end?
  • Remind the team that accruals are due by Thursday
  • Show me the close checklist status and flag what's blocking us
  • Run variance analysis on COGS vs. last month

Reporting and Financial Q&A Agent

Ask plain-language questions about your financials and get clear answers — not raw reports or spreadsheets you have to interpret yourself. Revenue variances, margin shifts, and cost anomalies are explained automatically with context. Budget-to-actual comparisons, departmental breakdowns, and trend analyses are available on demand so leadership gets answers in minutes, not days.

  • Why was revenue down in February compared to January?
  • What's our current margin on service contracts?
  • How do this quarter's expenses compare to last quarter by department?
  • Give me a summary I can share with the partners
Beyond the books

Everyday accounting tasks, handled

Your Nexopta agents also take care of the operational tasks that surround your accounting work.

Invoice and PO creation

Create invoices and purchase orders from a quick conversation. No forms, no templates to fill out manually.

Data entry and cleanup

Messy categories, duplicate entries, and inconsistent formatting are cleaned up automatically so your books stay accurate.

Vendor and customer onboarding

New vendors and customers are set up with business number verification and the right tax forms, without the back-and-forth.

Payroll pre-check

CPP, EI, and CRA remittance calculations are verified before payroll runs, so you catch errors before they cost you.

Timesheet and time tracking

Employees log time through a simple conversation. Hours are recorded, categorized, and ready for payroll or project costing.

Approval routing and reminders

Expense reports, invoices, and purchase requests are routed to the right approver with automatic follow-ups so nothing stalls.

Compliance and controls

Built for Canadian businesses. Designed with CPAs.

Financial data is sensitive. Nexopta is designed with the security and compliance controls your accounting team needs — with workflows built alongside experienced CPAs who understand how accounting actually works.

Anomaly Detection

Duplicate payments, unusual transactions, and potential fraud are caught before they become problems, even when your team is small.

Tax Deadlines and Documents

Stay on top of CRA deadlines, T4s, T4As, GST/HST filings, and provincial employment standards. Reminders and document tracking are handled for you.

Regulatory Awareness

Stay informed about updates to PIPEDA, FINTRAC, CRA regulations, and provincial employment standards. Your agents surface relevant changes to help your team stay aware, so you can follow up with your advisors as needed.

Enterprise-Grade Security

Full encryption, SOC2-aligned protection, and audit trails on every action. Your financial data is protected and never shared.

You Stay in Control

You set the boundaries for what runs automatically and what needs a human sign-off. High-stakes actions can require your approval before they execute, while routine tasks run on their own.

Data Never Used to Train AI

Your sensitive financial data is processed in a private environment. It is never shared with third parties and never used to train AI models.

How it works

We handle setup. You see results fast.

We connect your systems, configure your accounting agents around your real workflows, and you're up and running in days.

1

We connect your tools

We link your accounting software, email, and file storage. Your agents get instant access to your financial data and operational context.

2

We configure your workflows

You tell us how your accounting runs — your approval processes, vendor terms, chart of accounts, and compliance needs. We configure each agent to match, with CPA input on best practices.

3

Deploy, monitor, and expand

Start with your highest-impact workflows and let your agents handle day-to-day tasks. Add more agents and workflows as your needs grow.

The impact

More capacity from your existing team

Faster close cycles

Month-end close moves faster when reconciliation, checklists, and follow-ups are handled continuously instead of all at once.

Fewer missed payments

Overdue invoices are followed up automatically. Incoming payments are matched. Less money falls through the cracks.

Less manual data entry

Invoices, receipts, and bills are read and entered automatically. Categorization stays consistent. Errors go down.

Real-time cash flow visibility

Get a clear picture of your cash position in plain language without pulling multiple reports or building a spreadsheet.

More from your existing team

Your accounting team focuses on judgment and exceptions. The repetitive work is handled, so you get more capacity without adding headcount.

Tighter controls

Duplicates, anomalies, and policy violations are caught automatically. Fewer things slip through the cracks when oversight runs continuously.

Frequently asked questions

Questions accounting teams ask

Does this replace our accounting software?
No. Nexopta connects to the accounting software you already use (like QuickBooks, Xero, or others) and works alongside it. Think of it as a team of agents that sit on top of your existing tools, handling the repetitive workflows and giving you faster access to answers. Nothing gets ripped and replaced.
Is our financial data safe?
Yes. We use enterprise-grade encryption, SOC2-aligned protection, and full audit trails on every action. Your data is processed in a private environment, never shared with third parties, and never used to train AI models. Every conversation, decision, and system action is logged and traceable.
Can it actually send invoices and follow up on payments?
Yes. Once connected to your accounting tools and email, your collections agent can create invoices, send payment reminders, and follow up on overdue accounts. You control the approval rules, so you decide what runs automatically and what needs your sign-off first.
How quickly can we get started?
Most businesses are up and running within the first two weeks. It starts with a conversation about how your accounting runs. From there, our team connects your tools, configures your agents around your workflows, and gets your first workflows live. We handle the setup, so your time commitment is minimal.
Do I need to be technical to use this?
Not at all. You interact with your agents by typing or talking, the same way you'd text or call a colleague. Ask about your cash flow, tell it to send a follow-up, or ask it to pull up a vendor's payment history. If you can send a text message, you can use Nexopta.
Are these workflows designed by accountants?
Yes. Our accounting workflows are designed and implemented with input from experienced CPAs who understand how accounting operations actually work — not just engineers building from a spec. This means the workflows reflect real-world accounting logic, proper controls, and the way accounting teams actually operate day-to-day.
What if we need capabilities beyond accounting?
You can expand anytime. The same platform supports workflows across operations, sales, HR, and compliance. Many businesses start with accounting and add more as they see the impact. Everything is managed in one place and scales with your business.
Is this built for Canadian businesses?
Yes. All compliance and tax workflows use Canadian terminology and standards, including CRA, CPP, EI, T4, T4A, GST/HST, PIPEDA, and FINTRAC. Your agents help surface relevant regulatory updates so your team stays informed.
Ready to fix your accounting workflows?

Stop chasing. Start running.

We configure a team of AI agents around your actual accounting workflows, connected to your real tools. Designed with CPAs.

Get Started Contact Us
Available 24/7. Up and running in days.