NewMeet Athena AI, our new model

Your business, analyzed in one click.

Athena AI closes the month for you. It checks the books, explains every big swing down to the invoice and drafts a clear, ready-to-share report. You just review it and sign.

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14-day free trial · No card needed

Built for the platforms you already use

  • Excel / CSV
  • QuickBooks
  • Xero
  • NetSuite
  • Sage Intacct
Tikis SteakhouseA fictional client closing October 2026
Try it: one click

What a report finds

The answers your client will ask for.

From the sample report for Tikis Steakhouse, a fictional steakhouse. Every amount links to the ledger row behind it.

Timing$48,000of October's overspend was timing: costs budgeted for later months, paid early.See it in the report › Revenue+$96,300from a new contract with Ridgeway Hotels that wasn't in the budget.See it in the report › Cost of goods+$61,800from a freight rate increase, traced to 14 Delmar Freight invoices.See it in the report › Professional fees+$16,750of legal fees for a supplier contract review nobody budgeted.See it in the report ›

Product

One product.
Every step of the close.

Connected books

Connect once. Athena pulls every month.

  • QuickBooks Online and Xero, read only.
  • On another system? Drop in its ledger export, any column layout.
  • Every number still traces to the row it came from.

Close checklist

Athena does the checklist. You get Needs you.

  • Compares actual, budget and last month, and checks every total ties.
  • Checks the books balance and flags duplicates, unusually large entries and bills that didn't come.
  • Ticks off its own steps and leaves you a short list of what only a person can do.

Variance explanations

Know why, down to the invoice.

  • Digs into the ledger behind every big swing.
  • Names the vendor, customer and invoice that caused it.
  • Flags timing differences that will reverse next month.

Review and sign off

Accept, edit or reject every line. Then sign off.

  • Approve each account's commentary with one click.
  • Edit in your own words. Every number still has to trace to the books.
  • Sign off the month. Next month's draft follows how you wrote it for that client.

Report pack

A report your client can read.

  • Profit and loss against budget and last month, with what moved and why.
  • Balance sheet changes, and a cash flow shown only when it ties to the bank.
  • PDF and Excel, stamped with who signed it off and when.

Every client in one place

Switch clients in one click.

  • Each client's reports, trends and wording kept apart.
  • Agentlyze recognises a client from its chart of accounts.
  • Invite your team as owners, reviewers or viewers.

Ask your numbers

Ask in plain English. Get a checked answer.

  • Load several months or years of a client's books.
  • Ask things like “Why was June so low?”
  • Code works out every figure in the answer.

How it works

Set it up once. It runs every month.

  1. Connect each client

    QuickBooks Online or Xero in a click, or ledger exports from any system. Add the budget once.

  2. Athena AI closes the month

    It pulls the books, checks they balance, flags anything unusual, builds the report and explains every big swing. On the 1st it starts by itself.

  3. You clear Needs you and send

    Review each line, look at each flag, sign off, and send your client the PDF or Excel pack.

Built on proof

Numbers you can sign your name to.

The AI writes the words. Code does every calculation and every check.

0numbers typed by the AI. Code calculates every figure and fills it into the words.
1 clickfrom any number to the exact file, sheet and row it came from.
9 checksrun on every report. If one fails, the report is held.
0emails or messages sent without you. Agentlyze only drafts.

Security

Your clients' books stay private.

Separate workspaces

Each firm's files and reports live in their own workspace. Every change is tested to make sure no one else can see them.

Trusted sign-in

Sign in with Google, Microsoft or email through Google Cloud Identity Platform. Agentlyze never sees your password.

Files are data, not instructions

Nothing inside an uploaded file can change what Agentlyze does, and nothing is sent anywhere without you.

How we protect your data ›

Frequently asked questions

Do I need to change my accounting software?

No. Connect QuickBooks Online or Xero in a click, or export the ledger from NetSuite, Sage or Excel and drop the file in.

How is this different from pasting my books into ChatGPT?

A chat assistant estimates numbers and starts fresh every time. Agentlyze calculates every figure with code, checks that everything ties, links each number to its source row, and remembers each client from month to month.

Can the AI make up a number?

No. The AI can only refer to numbers that code has calculated. Code fills them into the words and rejects any number the AI tries to type itself.

What counts as a client company?

One business whose books you report on. A firm with 12 clients has 12 client companies. Everyone on your team can use the same workspace at no extra cost.

What happens after the 14-day trial?

Choose a plan to keep going and download your reports. Until then your work is kept, and you can still view it.

Month-end, done for you.

Try it on your own clients' books for 14 days. No card needed.

Start free trial See a full report ›