Finance and legal agents
Agents for bookkeeping, expenses, contracts and compliance work that a professional signs off.
15 agents, each with its inputs, outputs and review level checked by a person.
This category covers two different jobs that share a need for sign-off by a professional.
Finance agents work on accounts payable and the month-end close. On the payables side they read invoices, match them to purchase orders and receipts, code them to the right accounts, flag duplicates and route them for approval. On the close side they categorise transactions, reconcile bank and card accounts, chase missing receipts, prepare accruals and draft the commentary on variances. Their value depends on the connection to your ERP or accounting system and on a clear record of what they changed.
Legal agents work on drafting and review. They compare contracts against a playbook of acceptable clauses, flag risky terms, suggest redlines, draft first versions from templates and answer questions over a body of documents. They are tools for lawyers and legal teams, and the output is reviewed by one.
The listings record what each agent needs (an accounting system, a document set, a clause playbook), what it returns and whether a professional reviews the output. Choose by the person who will own the result: a controller or finance team for payables and close, a legal team for contracts. In both cases pricing is often on request, and the listing says so rather than guessing.
The agents
- Harveyby HarveyRuns legal research, document review and drafting tasks over a firm's own files for lawyers to check.Pricing not publishedNeeds configurationHuman reviewDetails
- Microsoft Copilot for legalby MicrosoftAdds legal skills to Copilot in Word and Cowork for drafting, contract review and obligation tracking.Pricing not publishedNeeds configurationHuman reviewDetails
- Tabbyby TabbyCategorises transactions, matches receipts and estimates quarterly taxes for small businesses.Freemium, from $30/moNeeds configurationOptional reviewDetails
- Brex Agentsby BrexFiles employee expenses, audits every transaction against policy and approves the low-risk ones.Freemium, from $12 per user/moNeeds configurationOptional reviewDetails
- CoCounsel Legalby Thomson ReutersPlans and carries out legal research and drafting from a plain-language request, grounded in Westlaw.Pricing not publishedNeeds configurationHuman reviewDetails
- Digitsby DigitsKeeps the books current from connected bank feeds and flags the transactions a person should check.Subscription, from $65/moNeeds configurationOptional reviewDetails
- DraftWiseby DraftWiseDrafts and redlines contracts from a firm's own precedent and compares positions with past deals.Pricing not publishedNeeds configurationHuman reviewDetails
- Ironclad Juristby IroncladDrafts, reviews and negotiates contracts inside Ironclad's contract lifecycle platform for legal teams.Pricing not publishedNeeds configurationHuman reviewDetails
- Kickby KickCategorises business transactions as they arrive and produces tax-ready statements for a CPA.Freemium, from $40/moNeeds configurationOptional reviewDetails
- Legoraby LegoraPlans and executes review, research and drafting tasks for lawyers, then hands back the result for judgment.Pricing not publishedNeeds configurationHuman reviewDetails
- Puzzleby PuzzleCategorises and reconciles startup transactions through the month and drafts the financial statements.Subscription, from $30/moNeeds configurationHuman reviewDetails
- Ramp Agentsby RampCodes expenses, checks invoices and approves routine spend, escalating anything that needs a person.Freemium, from $15/mo per userNeeds configurationOptional reviewDetails
- Spellbookby SpellbookReviews and redlines contracts against a team's playbook inside Word, with an agent for multi-document work.Quote on requestNeeds configurationHuman reviewDetails
- Vic.aiby Vic.aiReads incoming invoices, matches them to purchase orders and routes approvals and payments.Pricing not publishedNeeds configurationOptional reviewDetails
- Zeniby ZeniRuns startup bookkeeping, bills and reimbursements with AI agents checked by a finance team.Subscription, from $494/mo billed annuallyNeeds configurationOptional reviewDetails
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Questions
Which ERP and accounting systems do finance agents connect to?
Each vendor supports its own list, from small business accounting software to large ERPs, and depth varies: some read and write journal entries and bills, others only import data. The integrations on each listing name what the vendor documents. Confirm the connection covers the entities, currencies and approval flows you use.
Is there an audit trail of what the agent did?
Finance and legal work needs one, and many vendors describe a log of each action, the source document it relied on and who approved it. The catalogue records what a vendor states but does not test it, so ask for a sample of the log and check that your auditors can follow it.
Does a person approve payments and journal entries?
In most products the agent prepares and a person approves, with approval rules by amount, supplier or account. Some can post low-risk items on their own once rules are set. The review level on each listing shows the vendor's default.
How is accounts payable automation priced?
Often by invoice volume, in tiers or per document processed, sometimes with a platform fee or per seat charges for approvers. Payments may carry their own fees. Estimate your monthly invoice count before comparing. Each listing shows the published model where there is one and says so where pricing is on request.
Can a legal agent give legal advice?
The vendors here position their agents as tools for lawyers and legal teams, not as advice. The review level on each listing shows that a professional reviews the output.
Do bookkeeping agents file taxes or move money?
The listings record what each vendor documents. Most categorise, reconcile and prepare; filing and payments, where offered, are separate services the listing names if the vendor states them.