The accounting industry is changing at lightning speed, and firms that don’t embrace AI are at risk of falling behind. AI agents are no longer a futuristic idea—they're here, and in Juan Accounting software, we want to help transform how accountants work by eliminating tedious manual tasks through automation.
By combining smart programs designed to handle accounting tasks and human understanding, accountants can now perform with incredible speed and precision.
Recently, we’ve released Clio and Agent Builder—two amazing AI technologies that give us a different approach and abilities in moving towards our vision of providing one accounting software for all your finances and tax needs, accessible anywhere in the world, 24/7.
Here are some of the updates about Juan and AI that we’re excited to share with you.
Clio: The Smart AI Agent
Clio is a command-line tool for Juan that allows users to efficiently complete accounting, bookkeeping, and financial reporting tasks. The name is an abbreviation for Command-Line Interface Operator and is inspired by the Greek Muse of History, symbolizing precision in financial records. With Clio, you can automate tasks like invoice creation and expense management via chat or voice commands. For instance, instead of manually creating invoices, simply instruct Clio to do it for you.
Clio is still in beta. Upgrades and augmentations are yet to happen, so you can expect more of how Juan’s AI can help you and your clients with your work processes in the future.
Agent Builder: Seamless Collaboration
Agent Builder is the innovative tool powering Juan's AI Agent, allowing firms to execute tasks seamlessly via email. This facilitates smooth collaboration with clients and stakeholders, ensuring everyone is aligned and informed. By simply sharing your AI agent's email, sales invoices are automatically saved as draft bills for review and approval, streamlining the process and reducing misunderstandings.
What's more, Agent Builder enables remote efficiency by allowing you to manage tasks like invoicing, data retrieval, and report generation without needing to log in to your computer or access your accounting software. Whether you're on the go or working remotely, you can still stay productive and ensure that critical financial tasks are completed efficiently. This flexibility not only boosts productivity but also enhances collaboration, making it easier to work with clients and team members from anywhere.
Common Concerns About AI—And Why You Shouldn’t Worry
Despite its capabilities, some users may have concerns about integrating AI into their workflows. One major worry is the risk of incorrect technical information, like misclassifying expenses or generating misleading reports, or security vulnerabilities.
We understand that in accounting, accuracy isn’t just important—it’s critical. That’s why we’ve made significant investments in building reliable, secure, and precise AI technology.
Our team has placed safety barriers to prevent unauthorized users from making critical changes to Juan accounts. Regular security audits and updates also help us identify and fix vulnerabilities before they become threats.
These safety barriers—and more—allow you to integrate Clio and AI Agent into your workflow with confidence.
We’d love to help you adapt to GenAI faster
Adapting to new technologies like Generative AI can be exciting but overwhelming. To make the transition smoother, we've prepared easy-to-follow guides for Clio and Agent Builder. These resources will help you integrate AI into your workflow with confidence. You can access these resources through the links below:
Our Take
The firms that embrace AI today will lead tomorrow. Don't wait until you're struggling to catch up. Get Started with Juan's AI Solutions Now!
Discover how Clio and Agent Builder can transform your accounting processes. Sign up for a demo or trial today and experience the future of accounting. Visit www.juan.ac
