The command center
for finance agents

Gil is a no-code platform for accounting, tax, and fractional CFO firms to coordinate agentic employees so you can scale client engagement and grow revenue without additional hiring.

Create your first agent in 24 seconds. No code required.

How agents work

Your systems, your processes

Finance agents built with Gil execute work exactly like your other employees. Agentic teammates take action with existing tools and software while following policies and procedures set by your firm to support its clients.

Send and receive emails
Read and write to ERPs
Communicate on Slack or Teams
Keep context of your firm's initiatives
Securely browse the web
Send and receive text messages
Join video calls on Teams or Zoom
Safely login to legacy systems
More coming soon

Agents work within your existing systems

QuickBooksERP
RipplingPayroll
MercuryBanking
TeamsComms
NetSuiteERP
GustoPayroll
BrexBanking
SlackComms
Capabilities

Everything your agent can execute

Gil agents are built specifically for financial operations — not retrofitted from a general purpose AI. That means higher accuracy on the workflows that matter.

Transaction Categorization
Bank Reconciliation
Journal Entries
Revenue Operations
Invoice Processing
Financial Reporting
Client Q&A on Financial Data
Cash Flow Forecasting
More coming soon
Get started

Up and running in three steps

01 //

Create your clients

Switch between client accounts with one click. See your agents executing workflows across all clients or one specific customer. Now you can take on more without hiring more.

02 //

Assign your agents

Choose from a library of harnessed finance agents — Accountant, Bookkeeping, AP, AR, Payroll, and more. Create agents in seconds, configure them in minutes. No code required.

03 //

Connect your tools

Give agents access to your existing stack: ERPs, banks, billing, payroll, and communication platforms. Agents on Gil will permission and use these tools like your other employees.

Ready to engage more clients?

Create agentic employees to power your increased client capacity and revenue growth.

Create your first agent in 24 seconds. No code required.