Accounting Automation Consultant

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.

As an Accounting Automation Consultant (Agent Product Manager), you’ll leverage 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.

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  Collaborate with accounting and finance professionals to map out business processes, pain points, and automation opportunities

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  Design, build, and test AI agents and automated workflows using our no-code platform

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  Translate end-to-end accounting workflows into automation logic

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  Lead client onboarding, support training, and drive adoption of the platform

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  Document best practices and develop user-friendly resources

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  Provide actionable product feedback to our engineering team

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  Stay current with developments in accounting, finance, and automation technology

• 3+ years of experience in accounting, finance, or related fields (public accounting, corporate finance, bookkeeping)

• Strong understanding of accounting workflows, operations, and terminology

• Analytical, detail-oriented, and process improvement–minded

• Comfortable learning and adopting new technologies (no coding required)

• Excellent communicator, both written and verbal

• Organized, proactive, and a collaborative team player

• Experience with automation tools like Power Automate, Alteryx, UiPath, or similar no-code solutions