Workast
Run your accounting firm on autopilot with Workast AI
Cut manual admin work with an AI agent that triages, assigns and keeps your accounting workflows moving.
““Since automating client onboarding and monthly closings with Workast, we’ve saved hours each week and reduced errors across reports.””
Maya N. – Founder of Reveno Accounting
✓4x
faster monthly closings
✓15+
hours saved per month
✓Zero
missed reports or follow-ups
Intake to request, automatically
Each form creates a client request and is auto-assigned, dated and tagged by service type, ready for next steps.
Month-end close, organized
Keep recurring accounting tasks in one structured list. Reconciliations, AP/AR reviews, journal entries and variance checks, tracked by due dates, tags and assignees each cycle.
Reviews and approvals, in flow
Automate internal reviews: when reconciliation is complete, a follow-up task routes to the reviewer with context, files and due date, no chasing or reassigning manually.
Client visibility without email chains
Share view-only Spaces or lists so clients can check progress and pending items anytime, no update emails or follow-ups needed.
Team-wide visibility, every Monday
Save reports that pull this week’s deadlines and pending tasks across all clients, then auto-post them to Slack each Monday to start aligned.
How to run your business in autopilot
Learn the system behind smoother operations: standardized intake, templated projects, deadline alerts, and shareable status views you can spin up in Workast today.
Read the full guide here
