AI Agents

Automate repetitive tasks with agents

Configure AI agents to handle the repetitive work across your close. Each agent handles a specific function and surfaces its work for your review before anything is finalized.

01Build

You build the agent with your account manager

Define what each agent does — the tasks, rules, thresholds, and schedules. Your dedicated account manager helps you configure agents tailored to your workflows.

Define agent tasks and rules
Set thresholds and tolerances
Configure schedules
Active Agents4 agents
Stakeholder Requests
Reconciliations
Reports
Data Analysis
All agents configuredReady
02Execute

Agents execute the work

Once configured, agents run on your schedule — handling reconciliations, follow-ups, reports, and analysis. They work through your data methodically and surface their results.

Runs on your schedule
Processes data systematically
Flags exceptions automatically
1
You Build
Bank Reconciliation AgentConfigured
Threshold: $0.01·Daily 6am
2
Agent Executes
847/850
3 exceptions flagged
3
You Review & Approve
Bank ReconciliationAwaiting Review
847 matched · 3 exceptions · $2,340
03Review

You review and approve

Every piece of agent output is surfaced for human review before anything is finalized. Your team stays in control with clear approval workflows and full audit trails.

Human-in-the-loop review
Approval workflows
Full audit trail
Review Queue3 pending
Bank Reconciliation847 matches
Approved
Monthly P&L ReportGenerated
Approved
Accrual Entries12 items
Approved
Full audit trail recorded

Put your agents to work

Start your free trial and get set up with your dedicated account manager.

Get Started
Agent Types

Agents built for accounting workflows

Each agent is purpose-built to handle a specific function within your close process.

Reconciliation Agent

Automatically match transactions across accounts, flag exceptions, and prepare reconciliation reports for your review.

Stakeholder Request Agent

Send and follow up on document requests, sign-offs, and data submissions from across the business.

Reporting Agent

Generate monthly reports, variance analyses, and management packages on your schedule.

Data Analysis Agent

Surface trends, anomalies, and insights from your accounting data without manual digging.

What accounting teams are saying

Since the transition to Vergo, we have been able to cut back the time spent on reconciliations immensely. What was a full time job previously, takes about an hour to process daily!

Taylor Ricard

Controller, Moss Utilities

The integration with our ERP made the decision easy. With a few clicks in the Vergo app - our team are turning expenses in more timely, not to mention the ease of review and approval with the online platform.

Laurie Weisensel

CFO, DNT

Since the signing I cannot speak highly enough of the customer service we have received, the team are continuously improving the product and are always on hand to jump on a call.

Mark Goan

Accountant, JMB

Put your agents to work

Join the accounting teams closing faster with less manual work.