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Upcoming

AI agent examples, coming soon

Agent templates for accounting, HRIS, file storage and cross-system workflows, built on Apideck's unified APIs. We're preparing them for release: you'll be able to fork, customize and deploy each one.

Upcoming

Pre-Accounting Agent

Ingests raw transactions from bank feeds, payment processors, and expense tools β€” then enriches, categorizes, assigns GL codes, and stages clean journal entries ready to post.

Transaction enrichmentAuto-categorizationGL codingJournal staging
Upcoming

AP Automation Agent

Ingests vendor bills, extracts line items with AI, matches them to open purchase orders, routes exceptions for approval, and posts to any connected accounting system.

Bill ingestionPO matchingGL codingApproval routing
Upcoming

AR Collections Agent

Pulls open receivables, scores accounts by risk, sends personalized dunning emails on a configurable schedule, and reconciles incoming payments against invoices.

Aging analysisDunning emailsPayment matchingCash application
Upcoming

Bank Reconciliation Agent

Matches bank feed transactions to invoices and bills across accounting systems, flags discrepancies, and auto-reconciles entries to accelerate month-end close.

Transaction matchingException flaggingAuto-reconcileMonth-end close
Upcoming

Employee Onboarding Agent

Reads new hire data from BambooHR, Workday, or any connected HRIS β€” provisions accounts, assigns equipment, sends welcome emails, and syncs employee records across systems.

New hire syncAccount provisioningEquipment assignmentWelcome workflow

APIs used

Upcoming

Document Filing Agent

Monitors connected file storage for new uploads, extracts metadata with AI, auto-categorizes into the right folders, and updates linked records in accounting or HRIS.

Auto-categorizationMetadata extractionCross-system syncFolder management
Upcoming

Cross-System Data Sync Agent

Keeps data consistent across accounting, HRIS, and file storage. Detects changes in any connected system and propagates updates β€” handling conflicts and deduplication automatically.

Change detectionConflict resolutionDeduplicationMulti-system sync

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