The Technology Partner for Finance & Accounting.
We automate the accounting and finance function — for CPA firms, finance teams, and audit & compliance — so your people focus on growth instead of manual work. Run by agents, signed by a CPA.
White-labeled to your firm · Deployed across your engagements · SOC 2 · No long contracts
Everything a finance team does. Done by agents.
Not just AP/AR. The close, the forecast, the capital plan, the tax savings, the reports — all of it.
Agents do the work
Every document read, matched, and posted the moment it lands. The close never stops.
CPA brains
Forecast cash. Model runway. Plan capital. Catch tax savings. Not just bookkeeping — foresight.
A human signs it
A licensed CPA reviews and signs the file. Every entry traces to its source. Audit-ready, always.
Closing balance
$542,000
Period · April 2026
Balanced
Plugs into the tools you already run on
Ask your CPA. Anytime.
Accounting agents
Categorize, match, reconcile, post. The grind, gone.
Finance agents
13-week forecasts, runway, capital plans, tax savings. A CFO on demand.
A CPA signs off
Licensed review on every close. Every number traces to its source.
Closed — variance $0. Every entry posts to one general ledger and links back to its source document:
99.2% auto-matched · 1,284 transactions on one ledger
The platform behind the agents.
100× faster
A real-time ledger — reports load the moment a transaction lands.
Page load · any report
Automated
of manual finance work, gone.
Smooth approvals
Bill submitted
AWS · $9,140
Maya Chen · CFO
Approved
Daniel Okafor · Controller
Pending review
Rethinking
General
Ledger
Workbench
Context
Travel spend → categorize to T&E.
Real-time reporting
Profit & Loss
Q1 FY26 · EUR
AI-native
Deliver AI transformation. Own a new revenue line.
Bluejay delivers AI-led transformation to your clients through your firm — deployed inside their existing systems, under your brand. You bring the client and the functional expertise; we bring the technology. Together, a new line of business for both firms.
We deliver the technology
Bluejay builds, maintains, and deploys the AI agents and rails — inside your clients' existing systems, under your firm's brand.
You bring the clients
You own the relationship and the functional expertise. You scope the work, stand behind the numbers, and lead the account.
A new revenue stream
AI-led transformation, sold as service-as-software your clients buy like a product — a new, recurring line of revenue for both firms.
Partner with Bluejay Ventures.
Extend your firm into technology consulting — we build and run the AI, you take it to market. See how the partnership works.
A finance team, built in.
For small and mid-sized businesses, Bluejay is your finance function — books, forecasts, close, and treasury — run by agents inside the systems you already use. No migration, no headcount, no new software.
Bookkeeping & close
Transactions categorized, matched, and reconciled — books that stay current and close on time.
Forecasting & cash
13-week cash forecasts, runway, and treasury — so you always know your position.
Reporting & tax
Board-ready reporting and tax readiness, continuous rather than a scramble each quarter.
Trained on the industries your clients operate in.
Agents that know how each vertical makes and moves money — so you deliver specialist work at scale.
Startups
Runway, burn, board packs, R&D credits.
Agencies
Project profitability and retainer cash flow.
E-commerce
Inventory, COGS, sales-tax nexus, marketplace recs.
Healthcare
Multi-entity practices, payer reconciliation, compliance.
Trucking & Logistics
Per-mile costs, settlements, factoring, IFTA.
Financial Services
Examiner-ready books and regulatory reporting.
Private Equity
One ledger view, holdco to opco.
Law Firms
IOLTA done right. Matter-level profitability.
Recruiting & Staffing
Payroll float, placement timing, cash forecasts.
Crypto & Web3
Wallets reconciled to the ledger.
Audit-ready, continuously.
The agents that run your books keep them defensible. SOX 404, SSARS, SOC — straight out of the ledger. No year-end scramble.
- SOC 1 & SOC 2
- SOX 404 / PCAOB AS 2201
- SSARS 90 reviews
- Continuous control monitoring
- 09:42:01agent·revposted JE-4021 → evidence linked
- 09:42:05ctrl·AP-023-way match · 0 exceptions
- 09:42:09agent·reconbank feed reconciled · variance $0
- 09:42:13monitorITGC-01 · sample 12/25 tested
See it run on one of your service lines.
Pick the line that hurts most. We'll show you what it looks like automated. 30 minutes, no software to buy.