Intake agent
Turns prior-year context, client answers and selected services into the next information requests without forcing a generic organizer.
CAVAIT AGENT · EARLY ACCESS
Tax agents that do the prep work.
Accountants keep the judgment.
Cavait is using the agent engine inside its own tax practice first. The same bounded workflows are being built into a firm product for Canadian and U.S. tax teams that want more capacity without giving up reviewer control.
AGENT RUN · REVIEW REQUIRED
Records agent3 source files matched · 2 missing
Bookkeeping agentTrial balance ready · 4 exceptions
Prep agentWorkpaper package staged
Reviewer approvalNothing exports or files before sign-off.
THE PRODUCT THESIS
Don’t build one giant “AI accountant.” Build six narrow agents with evidence, tools and gates.
Each agent owns one repeatable part of the workflow. It can gather, reconcile, prepare and propose. The accountant owns conclusions, exceptions, client delivery and filing.
Records agent
Classifies incoming records, matches obvious files to the checklist and keeps missing evidence visible.
Bookkeeping agent
Works from connected books or exports, reconciles core balances and sends exceptions—not every transaction—to the accountant.
Prep agent
Builds a source-linked prep package and open-question list before anything is pushed toward a return.
Review agent
Traces material values back to evidence, surfaces assumptions and keeps human sign-off as the controlling gate.
Client ops agent
Keeps engagement, records, payment and approval follow-ups moving without turning client communication into inbox chasing.
BUILT IN THE PRACTICE
Use the engine before selling the engine.
Cavait’s direct tax service is the proving ground: real intake, real connected books, real record gaps, real review queues. Features earn their way into the firm product only after they reduce work internally.
FIRM CONTROL
- Source links and confidence on agent findings
- Human approval before staff tasks are created
- No autonomous client contact, return export or filing
- Audit trail for approved agent actions
- QuickBooks and Xero as source systems, not passwords copied into Cavait
CURRENT ALPHA
Case intelligence first. Deep tax prep second.
- Live now internallyCase triage, missing-record detection, bookkeeping readiness, prep/review gates and staff-approved agent tasks.
- NextDocument splitting and classification, prior-year/SALY workpaper assembly, trial-balance mapping and exception-based book-to-tax reconciliation.
- ThenFirm workspaces, templates, reviewer policies, integrations and a productized agent marketplace for specialized tax workflows.
FOR ACCOUNTING FIRMS
Bring us one painful workflow.
We’ll use it to shape the early firm product around the work accountants actually do—not another generic chat window.