Accounting Seed Agents are AI “helpers” embedded in Salesforce that automate routine accounting tasks, provide contextual real-time insights, and assist finance teams. Because Accounting Seed is built natively on the Salesforce platform, these agents are already grounded in your data without requiring costly integrations or complex configurations. Included are specialized agents for Collections, Bill Pay, and General Ledger functions, each designed to handle specific accounting workflows while maintaining full audit trails and security.

Accounting Agents Overview video:

Collections Agent

The Collections Agent helps manage accounts receivable by providing payment predictions, analyzing unpaid and overdue billings, and automating collection processes. It can query billing records by customer, amount, or age, and automatically send collections notices with attached invoices and payment links. The agent also provides real-time aging assistance to help you determine how long invoices have been outstanding and uses historical payment data to predict when customers are likely to pay, supporting better cash flow management and forecasting. 

Some examples of how the Collection Agent can help:

• Provide a list of unpaid billings
• Predict when a customer is likely to submit payment
• Send overdue reminders to customers

Bill Pay Agent

The Bill Pay Agent can streamline accounts payable processes by helping prioritize payments, detecting duplicate payables, and identifying cost-saving opportunities. It can query payable records and due dates, identify payables eligible for early payment discounts, and detect potential duplicate payables. The agent can also build payment proposals (requires AP Automation). This helps finance teams avoid late payment fees, take advantage of early pay discounts, and better manage cash outflow.

Some examples of how the Bill Pay Agent can help:

• Find outstanding Payables for a vendor
• Find payables with early pay discount opportunities
• Prevent double payments with duplicate payable detection

General Ledger Agent

The General Ledger Agent provides quick access to general ledger detail and simplifies closing processes by searching across multiple accounting records and managing posting and unposting workflows. It can query journal entries, amortization entries, and other key accounting records to help locate specific records or answer questions about general ledger activity. The agent also enables posting and unposting of records through simple commands while maintaining complete audit trails, making month-end close processes more efficient for accounting teams.

Some examples of how the General Ledger Agent can help:

• Find unposted journal entries
• Post cash receipts and cash disbursements
• Find amortization entries in an accounting period