Sebastian de GoeijShort answer
An AI agent does not only propose but carries out tasks within set limits. In accountancy that means assessing and booking invoices, matching and reconciling bank transactions and sending and processing client questions without approval per step. Control rests on limits per administration, explainable decisions, a full audit trail and escalation of exceptions to the team.
Key takeaways
- An AI assistant proposes; an AI agent executes.
- Limits per administration decide what the agent may do alone.
- Exceptions and judgement go to people.
- Every action must be traceable.
AI assistant versus AI agent
The difference is who takes the next step.
| AI assistant | AI agent | |
|---|---|---|
| Role | Proposes | Executes |
| Next step | Human approves | Agent acts within limits |
| Exceptions | Human reviews everything | Agent escalates only exceptions |
| Example in Autoboeker | AI processing with proposals and threshold | Atlas, the AI bookkeeping agent |
Which tasks can an AI agent do?
Atlas assesses and books invoices, sends and processes client questions, matches and reconciles bank transactions and learns from the team. Available for firms from 25 FTE.
FAQ
Questions about this topic.
AI that carries out tasks on its own within set limits.
Autoboeker's AI bookkeeping agent, for firms from 25 FTE.
How Autoboeker solves it
