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AI Agent Now Runs Your Close

Sunday, November 16, 2025

AI Accounting Daily
Hey, Accounting Pros!
Welcome back to AI Accounting Daily, your #1 source for AI news in accounting.
Today, we’re covering Zeni’s new agent that auto-codes transactions and reconciles books, QuickBooks rolling out AI agents to speed VAT and month‑end work, Anthropic disrupting a mostly autonomous cyberattack that puts agent guardrails under the microscope, OpenAI fighting a court order for 20 million ChatGPT logs that could set discovery precedents, and Tailor Brands partnering with SCORE to send founders to firms better prepared. Expect faster closes and more exception‑based workflows, but keep an eye on model governance, data and security obligations, and how client intake shifts as startups arrive pre‑coached.

Latest in Accounting AI

1

Zeni Automates Transaction Coding And Reconciliations

Zeni launched an AI agent to automate transaction processing, reconciliations, flux analysis, and receipt matching. It explains coding, auto-approves high-confidence entries, and triangulates ledger activity with bank data to catch missing items. Controllers shift to exception review, while model governance inside month-end close remains unresolved.
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2

QuickBooks Adds AI Agents To Automate Workflows

Intuit rolled out AI agents in QuickBooks, automating accounting and VAT workflows. Its internal study says 58% of UK SMB growth is left on the table by inefficiency, raising stakes for month-end close and invoicing. Investors see upside in adoption and cross-sell, yet inertia lingers.
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3

Tailor Brands Partners With SCORE To Guide Startups

Advice is moving upstream. Tailor Brands, an AI formation platform, paired with SCORE to mentor new owners as 62% of adults want to be their own boss. For firms, intake may shift as clients arrive pre-coached—does that narrow scope or grow demand for clean books?
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AI Applications

1. 📊 Docyt Docyt consolidates multi-client or multi-entity data streams and automates routine workflows so your firm gains consistent data, enables advisory services and scales profitably.

2. 📈 Travel Code Travel Code simplifies expense tracking and travel management, automating receipts and reporting so small accounting firms reduce manual entry and improve client billing accuracy.

3. ⚡ Segmetrics Segmetrics tracks marketing funnel performance end-to-end so your firm analyzes lead origin, optimises conversion and focuses efforts on profitable prospects that drive advisory growth.

4. 🤝 Reply.io Reply.io automates email outreach and follow-ups so accounting firms nurture leads, schedule consultations, and grow their pipeline without manual CRM chasing.

5. 💰 Hedy Hedy automates payroll education and compliance tracking so accounting firms support clients with clear guidance, reduce liability risks, and strengthen HR advisory services.

6. 👥 Skillfully Skillfully assesses candidate skills via real‑world simulations so your firm hires smarter, lowers training time and builds a more capable junior team for advisory services.

Updates in AI

1

Anthropic Disrupts AI-Agent Cyberattack

Anthropic says it disrupted what may be the first large-scale cyberattack run mostly by AI, not humans. A suspected Chinese state-backed group allegedly jailbroke Claude Code by posing as a security firm, decomposing tasks so the model would attempt intrusions against roughly 30 targets across tech, finance, chemicals, and government. If agents can execute, not just advise, defensive playbooks and guardrails will need a rethink.
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2

Recruiters Follow Biased AI Recommendations

Human judgment isn’t the fail-safe many hoped. In a University of Washington study, participants making mock hiring decisions largely accepted recommendations from biased large language models, effectively mirroring the systems’ preferences. For HR teams and vendors, that means “human-in-the-loop” may amplify bias, not blunt it — raising pressure for audits, transparency, and training, and leaving open which guardrails will actually work.
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3

OpenAI Resists NYT ChatGPT Logs Order

OpenAI is pushing to block a court order demanding 20 million anonymized ChatGPT conversations for The New York Times’ copyright suit, arguing most logs are irrelevant and risk deanonymizing users. The fight shifts discovery from training data to user interactions, raising questions for developers about auditability, data minimization, and legal exposure. Judges now must decide whether sampling, redactions, or third‑party review sets the precedent.
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Prompt Ideas

Write Scripts for Tax-Saving Strategy Calls

**Role:** You are a professional in an accounting firm creating resources, checklists, or scripts to streamline internal operations or client communication. **Action:** Write or generate a resource related to **Write Scripts for Tax-Saving Strategy Calls** using clear, professional, and concise formatting. **Context:** - Audience: small accounting firm teams or clients - Goal: improve consistency, clarity, and professionalism - Tone: confident, professional, and approachable - Style: markdown format with bullet points, numbered lists, and headings - Output Length: 200–400 words

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