Proposals & RFP Response Agent
Interprets the RFP, reuses approved answers and case studies and assembles a proposal with consistent scope, timeline and team.
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Claude Partner NetworkOfficial Anthropic partnerProfessional & Business ServicesAI agents for accounting and CPA firms
Tax season, staffing shortages and clients who send documents at the last minute. Agents chase documents, prepare workpapers and keep engagements profitable.
In short
Midsize Accounting & CPA Firms companies use AI agents to take on four kinds of work: chasing client documents; bookkeeping and close for clients; engagement profitability; hiring and staffing for busy season. The agents work inside the systems you already run and escalate exceptions to your team; Luby's standard plan targets the first one in about 10 weeks.
Use cases
Where Accounting & CPA Firms operations lose the most time.
01Chasing client documents
Staff spend weeks requesting and following up on missing documents.
Agents that solve it
02Bookkeeping and close for clients
Monthly client closes are repetitive reconciliations done by junior staff.
Agents that solve it
03Engagement profitability
Write-downs show up only when the engagement is billed.
Agents that solve it
04Hiring and staffing for busy season
Recruiting and onboarding seasonal staff takes partner time.
Agents that solve itWhat a first project looks like
From one process to one agent in production.
We start small on purpose: one Accounting & CPA Firms process, one business metric, one go/no-go decision. You only expand when the numbers say so.
Week 045-minute working session
We review your processes and pick the one with the clearest payback.
Weeks 1–4Discovery
Real workflow, rules, systems access, the success metric and the kill criterion, agreed in writing.
Weeks 5–10First agent live
Shadow mode, then supervised production with your team approving exceptions.
Weeks 11–16Scale or stop
Expand to the next process if the metric moved. If it didn't, we stop.
Companies that trust Luby
Agents for Accounting & CPA Firms
Catalog agents, by department.
Revenue & Growth
see the department →Also apply to Accounting & CPA Firms
Prospecting & Enrichment Agent
Defines your ICP, finds new leads and enriches company and contact data to keep the top of the funnel full.
Learn more →Multichannel Outbound SDR Agent
Runs multichannel outreach cadences, handles replies and books meetings automatically.
Learn more →Market & Competitive Research Agent
Runs deep, multi-source web research on your market, competitors and benchmarks.
Learn more →Operations
see the department →Project & Margin Management Agent
Tracks hours, scope and cost per project, warns when margin starts to erode and separates new scope from rework.
Learn more →Also apply to Accounting & CPA Firms
Demand Forecasting & Planning Agent (S&OP)
Combines history, seasonality and market signals to forecast demand and support your production, purchasing and capacity plan.
Learn more →Work Order & Crew Dispatch Agent
Triages, prioritizes and dispatches work orders to the right crew, tracks SLAs and reschedules exceptions automatically.
Learn more →Predictive Maintenance Agent
Reads sensor data and failure history to anticipate breakdowns, suggest the intervention window and open the maintenance order before downtime.
Learn more →People & HR
see the department →Resource Allocation & Skills Agent
Matches skills, availability and project demand to propose staffing and flag the skill gap that is holding up the next contract.
Learn more →Also apply to Accounting & CPA Firms
Candidate Screening & Ranking Agent
Reads the resumes for a role, compares them with the agreed requirements and returns a justified ranking. The decision to advance stays with the recruiter.
Learn more →Employee Onboarding Agent
Walks new hires through their first days: paperwork, system access, required training and check-ins with the manager, without scattered emails.
Learn more →Employee Help Desk Agent
Answers questions about PTO, benefits, payroll and internal policy from official documents, and escalates to HR what needs judgment.
Learn more →Finance & Accounting
see the department →Project & Time Billing Agent
Prepares services invoices by matching logged hours, contract and approved scope, and flags what can't be billed before the invoice goes out.
Learn more →Also apply to Accounting & CPA Firms
Collections & Accounts Receivable Agent
Runs the dunning sequence on the customer's preferred channel, negotiates within approved limits and hands anything outside policy to an analyst.
Learn more →Accounts Payable & Approvals Agent
Reads the invoice, runs a three-way match against PO and receipt, codes it and routes it to the right approver before the due date.
Learn more →Month-End Close & Reconciliation Agent
Runs the close checklist, reconciles accounts and banks, isolates differences and drafts the variance explanations for the controller to review.
Learn more →Procurement & Supply Chain
see the department →Subcontractor & Local Counsel Management Agent
Picks the right subcontractor or local counsel for each assignment, tracks deadlines, checks invoices and required tax forms before payment and measures cost and quality by region.
Learn more →Also apply to Accounting & CPA Firms
Sourcing, RFQ & Negotiation Agent
Turns a requisition into a structured RFQ, compares bids on a like-for-like basis and builds the decision matrix with price history.
Learn more →Supplier Onboarding & Risk Agent
Gathers supplier documentation (W-9, insurance, certifications) and history, flags financial and operational risk and keeps the vendor master current instead of frozen.
Learn more →Spend Analysis Agent
Classifies POs, invoices and GL entries into one category taxonomy, reveals duplicate suppliers and fragmented spend and shows where to negotiate; category strategy stays with procurement.
Learn more →Legal & Compliance
see the department →Litigation & Docketing Agent
Reads court filings and docket updates, identifies the applicable deadline and prepares a case summary so the responsible attorney can act.
Learn more →Also apply to Accounting & CPA Firms
Contract Review Agent
Compares incoming contracts with your standard clauses and highlights deviations, risks and negotiation points for the attorney to decide.
Learn more →Contract Lifecycle Agent
Keeps the contract repository alive: extracts terms, price escalators and obligations from every contract and alerts the owner before deadlines.
Learn more →Privacy & Data Rights Agent (CCPA)
Keeps your personal data inventory current, answers consumer data requests within legal deadlines (CCPA and state privacy laws) and flags processing without a stated purpose.
Learn more →Testimonials
The people who work with Luby speak for us.
“The way they understood our vision and turned it into a working product is truly impressive.”
Rafael Rjeille CordeiroCEO, Yangflow“Everyone is professional, agile and flexible. They are open to feedback and keep improving their process.”
Jason MeltzerCTO & Co-Founder, Papaya“Luby is an innovative company that is committed to its projects. I feel confident taking on the most challenging work with them as partners.”
Wilson Baraban FilhoCTO, Inter&CoWhy Luby
23 years of shipping software. A journey designed to remove risk.
Luby has taken more than 1,350 projects to production for companies in the US and Latin America. North American leadership in Miami, senior nearshore engineers whose working day overlaps yours. About Luby →
23+years in production software
1,350+projects delivered
220+engineers and product specialists
4.8/537 verified reviews on Clutch
ISO 27001 · 27701certified security and privacy
Before the build
Discovery with a written exit
Scope, success metric and kill criterion agreed in writing before any code. If the case doesn't hold up, you stop there.
Before it acts
Shadow mode first
The agent runs next to your team without touching anything. You compare its decisions with your people's before it goes live.
While it runs
Your people approve
Supervised by default: every high-impact action has an approver, an audit trail and a kill switch your business team controls.
Your environment
Your cloud, your data
Deployed in your cloud or an isolated environment, models under no-training terms. AWS and Google Cloud certified partner.
Talk to an AI architect
See where AI agents pay off first in your Accounting & CPA Firms business
Tell us a little about your company. An AI architect comes back with the three processes where agents would pay off fastest for you.
- 1A senior architect, not an SDR30 minutes with someone who has shipped agents to production.
- 2Your top 3 agent opportunitiesRanked by payback, with the systems and approvals each one needs.
- 3No commitmentYou keep the shortlist whether or not you work with Luby.
Thanks! A Luby AI architect will email you to set up the session, usually within one business day.
FAQ
AI agents in Accounting & CPA Firms: common questions
How are midsize Accounting & CPA Firms companies using AI agents?
The most common starting points are: chasing client documents; bookkeeping and close for clients; engagement profitability; hiring and staffing for busy season. Each one is handled by agents that run the routine work and escalate exceptions to a person.
Which systems do the agents work with in Accounting & CPA Firms?
Agents connect to the systems you already use, such as CCH Axcess, Thomson Reuters UltraTax, Karbon, QuickBooks Online, through APIs or secure browser automation when there is no API. No rip-and-replace.
How long until the first agent is in production?
Luby's standard plan targets about 10 weeks: roughly 4 weeks of discovery and 6 weeks to put the first agent into supervised production, with the business metric tracked from day one. Systems access and the process chosen can move that date.
Will AI agents replace our team?
That's not how we design them. Agents take over repetitive steps and your people keep the decisions: by default Luby agents run at Level 3 (supervised), so exceptions and approvals always go to a person. In most midsize companies the effect is absorbing growth with the same team.
How is our data protected?
Luby is certified to ISO/IEC 27001 and ISO/IEC 27701. Agents run in your cloud or an isolated environment, with models under no-training terms.
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