Accounting
01
AI Advisory Insights
Reads your client's QuickBooks/Xero data and writes a ready-to-share financial report.
Intelligent Automation & Advisory
Custom Agentic AI SolutionsThat Work Alongside Your Team
From accounting firms to customer support, we design and build AI agents that take on repetitive work and turn your data into clear, actionable insight.
15+ Years
Building business software
60+
Engineers & specialists
10+
AI solutions built
End-to-End
From idea to deployment
Explore AI Agents
AI Agents We Build
Ready-to-use products for accounting firms, plus custom agents built around your workflow.
Accounting
02
VitalBooks
Continuously monitors your client's QuickBooks or Xero books and shows the health of every company in one place.
Accounting
03
AI Bookkeeping Validation Agent
Reviews your client's books against QuickBooks and source documents every month and quarter, and tells you whether the file is clean or needs to go back to the preparer.
Any Industry
04
Custom-Built AI Agents
Document reconciliation, support ticket automation, instant quoting, website chat agents and app migration, built around your workflow.
Custom AI Solutions
Have a problem that needs automating?
Spending hours on data entry, copying between systems or reconciling documents? Tell us what slows your team down and we will build a custom AI solution around your workflow.
Manual data entryRepetitive reportsReconciling documentsDisconnected systems
Our Process
How We Build AI Agent
A clear, collaborative path from first call to a working agent.
STEP 01
Discover
We map your workflow and find where AI saves the most time.
STEP 02
Design
We scope the agent, data sources and integrations.
STEP 03
Build
We develop, test and refine it with your team.
STEP 04
Deploy & Support
We launch, monitor and keep improving it.
Who We Help
Who Benefits?
Built for any team that spends hours on repetitive, manual work.
Accounting & CPA Firms
Automate client file reviews, financial reports and document follow-ups, so your team focuses on advisory instead of data checks.
CPA firmsBookkeepersTax practices
Small & Mid-Size Businesses
AI support agents (RAG) that answer customer questions from your own documents, and instant quoting that turns a job request into a ready-to-send quote.
RetailersContractorsService providers
Product Companies
App migrations, upgrades and enhancements delivered faster with AI-assisted coding and vibe coding, keeping your business logic intact.
SaaS productsLegacy appsSoftware teams
Any Company or Team with Manual Work
If your team copies data between systems, reconciles documents or repeats the same checks, we build an agent to handle it.
Integrations
Seamless Integration
Works with your existing systems. Secure, reliable, and built for your workflow.
AI Agent
QB
QuickBooks
Accounting
X
Xero
Accounting
S
Sage
Accounting
SF
Salesforce
CRM
POS Systems
Retail & Sales
CRM Systems
Customer Data
ERP Systems
Other SMB systems
Custom Stack
Built to your needs
Ready to get started?
Contact us at samr@expsoltech.com or fill in the form and our team will get back to you.