Client Onboarding Agent
Automates engagement letters, KYC document collection, and chart-of-accounts setup for every new client.
Onboard a new client in under 30 minutes.
Built for independent accounting firms
The most powerful AI agents for accounting practice management
Pracora.ai puts a fleet of specialized AI agents to work across onboarding, bookkeeping, tax prep, compliance, client communication, and analytics — so your firm can serve more clients without growing headcount.
No credit card required · 30-min demo · Live with your data in days
A specialized agent for every part of your practice
Six purpose-built AI agents that work together — connected to your existing GL, doc store, and email — so your team focuses on advisory, not admin.
Bookkeeping Reconciliation Agent
Categorizes transactions, reconciles bank and credit feeds, and flags anomalies before they reach your desk.
Cut month-end close from days to hours.
Tax Prep & Filing Agent
Pulls source documents, drafts 1040 / 1120 / 1065 returns, surfaces deductions, and prepares filing packets.
3× more returns per preparer, every season.
Compliance & Audit Trail Agent
Tracks IRS and state deadlines, maintains a full audit trail, and runs internal control checks on every workflow.
Zero missed filings, fully audit-ready.
Client Communication Agent
Drafts status updates, document requests, and advisory emails in your firm's voice — and routes responses to the right person.
80% less time spent in your inbox.
Practice Analytics Agent
Realization, utilization, WIP, and client profitability dashboards with proactive recommendations for pricing and staffing.
Data-driven decisions, every week.
How it works
From connection to first run in days, not quarters.
- 1
Connect your data
Plug into QuickBooks, Xero, your doc store, and email in minutes — read-only by default, with role-based access.
- 2
Agents go to work
Specialized agents handle onboarding, recon, tax prep, compliance, comms, and analytics — 24/7, in parallel.
- 3
You review and approve
Every action is summarized, cited, and queued for review. You stay in control; the agents handle the busywork.
See Pracora.ai with your own data
Tell us about your firm and we'll set up a guided walkthrough — including a live run on your real onboarding, recon, or close workflow.
- 30-minute walkthrough tailored to your stack
- Live agents on a sample of your real workflows
- Pricing, security, and rollout plan in one call
- No obligation, no card required
Prefer email? [email protected]