Accounting Automation Consultant

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 terminology

Analytical thinker with a knack for process optimization

Tech-savvy and comfortable learning new tools—no coding experience required!

Excellent communication skills, both written and verbal

Proactive, detail-oriented, and organized

Experience with Power Automate, Alteryx, UiPath, Automation Anywhere, BluePrism, No-Code Automation tools