About Us
We’re changing the way accounting firms work by bringing no-code AI automation to the heart of their operations. Our mission is to empower accountants to eliminate repetitive tasks and focus on what matters most—serving their clients. Join a fast-growing, innovative team building the next generation of accounting automation tools.
About the Role
As an Accounting Automation Consultant or how we call it "Agent Product Manager" , you’ll use our no-code AI platform to design, build, and optimize AI-powered workflows for accounting firms. Your accounting or finance experience will help you understand client needs and translate manual processes into smart automations—no coding required.
What You’ll Do
- Collaborate with accounting and finance professionals to understand business processes, pain points, and automation needs
- Design, build, and test AI agents and automated workflows using our no-code platform
- Map out end-to-end accounting processes and translate them into automation logic
- Support client onboarding, training, and adoption of our platform
- Document best practices and create user-friendly materials
- Provide feedback to the product team for continuous platform improvement
- Stay up-to-date with the latest in accounting, finance, and automation technology
What We’re Looking For
3+ years of experience in accounting or finance (public accounting, corporate finance, bookkeeping, or related fields)Strong understanding of accounting workflows and terminologyAnalytical thinker with a knack for process optimizationTech-savvy and comfortable learning new tools—no coding experience required!Excellent communication skills, both written and verbalProactive, detail-oriented, and organizedExperience with Power Automate, Alteryx, UiPath, Automation Anywhere, BluePrism, No-Code Automation tools