Sec 01 · OverviewManaged AI Agent Operations · Accounting
Your accounting AI agents,
run like production systems.
Nestack Agent Care operates the AI agents behind your client work, books and close, tax filings, and audit reporting. We watch every run, from bookkeeping and reconciliation to month-end close, so a misposted entry or a wrong tax answer is caught before it reaches a client or a return.
- Failure modes catalogued
- 176
- Agent playbooks
- 21
- Enterprise critical SLA
- 30 min
- Continuous agent operations
- 24/7
PlaybooksSection 02
Pick your agent
Choose from 21 accounting agent playbooks to see what each agent does, where it can fail, and how we keep it reliable, compliant, secure, and production-ready.
Classify transactions, suggest ledger accounts, handle ambiguous entries and route exceptions for review — with evaluation, audit trails, guardrails and human approval built in.
Open Bookkeeping & transaction-classification agents7 failure modes
Answer internal tax questions with a drafted response, the jurisdiction and tax year it applies to and every authority cited — held for a qualified reviewer, with evaluation, audit trails and guardrails built in.
Open Tax-question copilots (jurisdiction-aware)7 failure modes
Capture supplier invoices, match them to purchase orders and receipts, propose coding and route approvals — with tolerances, evaluation, audit trails and human approval before any payment is released.
Open Invoice-processing & AP agents7 failure modes
Match statements and sub-ledgers to the general ledger, propose an explanation for every break and assemble the workpaper — with tolerances, evaluation, audit trails and preparer and reviewer sign-off before anything clears.
Open Reconciliation assistants7 failure modes
Assemble the audit pack — lead schedules tied to the trial balance, evidence matched to each request and prior-year figures re-checked — held for preparer sign-off, with evaluation, audit trails and guardrails built in.
Open Audit-preparation copilots7 failure modes
Run the close calendar, check dependencies and gates, chase owners, assemble evidence and report status — with cut-off rules, evaluation, audit trails and a named human signing every task.
Open Month-end-close orchestration agents7 failure modes
Determine taxability, prepare and reconcile indirect-tax returns and assemble the filing package — submission and payment stay with an authorised person, with evaluation, audit trails and guardrails built in.
Open Sales-tax & compliance-filing agents7 failure modes
Audit every claim against your expense policy, evidence each flag with the receipt, card line and rule behind it, and route it to a named reviewer — the agent never rejects a claim itself.
Open Expense-audit & policy-compliance agents7 failure modes
Run the tests of details you scope — population checks, documented selections, three-way matching and journal-entry work — and write up every exception, with evaluation, audit trails and the sufficiency judgement left with the auditor.
Open Audit evidence-testing agents7 failure modes
Build the request list, ask the client, check what arrives against the request and report what is still outstanding — inside approved wording, contact preferences, chase limits and human escalation.
Open Client document-collection & follow-up agents7 failure modes
Resolve the parties, assemble the checks and draft the engagement letter from your approved templates — with acceptance, risk rating, screening decisions and signature left to the people authorised to make them.
Open Engagement-letter & client-onboarding assistants7 failure modes
Explain the movements in a set of results — decompose each variance, propose a driver with its evidence and draft the commentary — with materiality thresholds, traceable figures and a named human signing the narrative.
Open Variance-analysis & commentary copilots7 failure modes
Draft the notes from approved figures and policies, cross-cast every figure to the statements — held for management approval, with evaluation and guardrails built in.
Open Disclosure-drafting & reporting assistants7 failure modes
Match incoming remittances to open invoices, propose an explanation for every unapplied or short payment, run approved dunning contact, and route every dispute to the named credit officer who decides.
Open Accounts-receivable & collections agents7 failure modes
Compute gross-to-net pay, apply multi-jurisdiction withholding, and assemble the deposits, returns and pay statements each cycle needs, leaving the deposit, the filing and the release to the payroll officer who signs off.
Open Payroll-processing & filing agents7 failure modes
Ingest source documents, roll the prior-year file forward, populate the return in your prep software and raise review notes with the source behind each entry — the signing preparer decides, signs and stays accountable.
Open Tax-return preparation & review agents7 failure modes
Map each invoice to the format the destination mandates, transmit it through the required channel, act on clearance responses, and assemble e-reporting submissions, with filing sign-off and tax position staying with an authorised person.
Open Statutory e-invoicing & e-reporting agents7 failure modes
Read the contract, propose the performance obligations and the allocation, build the deferred-revenue schedule and assemble the disclosure inputs — for the technical-accounting lead to accept, with the trail an auditor will test.
Open Revenue-recognition agents (ASC 606)7 failure modes
Extract lease terms from the agreement, propose the classification and discount rate, build the right-of-use and liability schedules, maintain the asset register, and flag remeasurement triggers, with every posting accepted by the financial controller.
Open Lease & fixed-asset accounting agents7 failure modes
Compute current and deferred tax from the trial balance and tax basis, roll the deferred inventory, build the rate reconciliation and disclosure inputs, with every position and judgement accepted by the named tax director.
Open Tax-provision agents (ASC 740)7 failure modes
Collect and validate vendor onboarding data, screen for sanctions and ownership risk, verify bank-detail changes out of band against a known contact, and hold what doesn't reconcile; vendor approval and payment release stay separate.
Open Vendor-master & payment-verification agents7 failure modes
Regulatory map
The rules your accounting agents answer to
Every failure mode in the Accounting playbook is mapped to the rule it could breach. These are the 16 regulatory areas we watch, each with its citation.
- 01Preparer penalties and substantial authority26 U.S.C. 6694(a)(2)(A) · 26 U.S.C. 6662(d)(2)(B) · 26 CFR 1.6662-4(d)(3)8 failure modes
- 02Circular 230 diligence, competence and written advice31 CFR 10.22(b), 10.34(d), 10.35 and 10.37 (Rev. 6-2014)7 failure modes
- 03Return-information confidentiality and safeguards26 U.S.C. 7216 · 26 CFR 301.7216-3 · 16 CFR 314.47 failure modes
- 04Books, records and segregation of duties15 U.S.C. 78m(b)(2) · 17 CFR 240.13b2-19 failure modes
- 05ICFR evaluation, certification and restatement disclosure17 CFR 240.13a-15 · 240.13a-14 · 229.308 and Form 8-K Item 4.028 failure modes
- 06Federal payment integrity and expense substantiation31 U.S.C. 3351(4) and 3528(a) · FAR 13.003(c)(2) · Treas. Reg. 1.274-5(c)(2)(iii)9 failure modes
Sec 03 · Procedures
Onboard → Observe → Respond → Improve → Verify
We instrument your agents, watch them around the clock, turn incidents into fixes, verify that improvements hold, and deliver a monthly audit-ready scorecard your board or regulator can read.
When an agent misbehaves, nobody improvises — the crew flies the procedure.
Agent incident response
Applies: SEV-1 / SEV-2 / SEV-3
DetectEP-1
An alert, failed evaluation, guardrail event or human reviewer identifies a risky session. The case is acknowledged according to the applicable response target.
ContainEP-2Memory item
For a SEV-1 incident, pause the affected workflow, restrict the risky tool or move the agent into an agreed safe mode before full diagnosis. Containment authority is established during onboarding.
DiagnoseEP-3
Correlate the goal, retrieval, plan, workflow, task, tool, LLM, evaluation and guardrail records; identify the affected slice, classify the failure mode, and locate the earliest critical decision that caused the issue.
RemediateEP-4
Apply the relevant runbook and correct the affected prompt, workflow, tool configuration, data source or guardrail. Link the change to the originating evidence and verify the affected slice through targeted output, step or trajectory evaluations before restoring autonomy.
NotifyEP-5
Notify the client according to the agreed communication target. SEV-1 updates include affected agents, impacted sessions, containment status, probable source and next action.
LearnEP-6
Complete the post-incident review within five business days. Close the incident only after the failure mode, corrective action and verification evidence are recorded, and the relevant evaluation case, guardrail or runbook has been updated.
Nestack Agent Care contains the immediate risk, identifies the failed operational layer, verifies the corrective action, and converts the incident into reusable evidence for future monitoring and evaluation.
AI Agent Care pricing, made simple
Per agent. Per month. Pay only for the AI agents actively running in production.
Agent Care
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