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Try OPTES

Accountants

An AI assistant for accountants that takes the repetitive work

Accountants lose hours to manual reconciliation, invoice entry and report formatting. OPTES writes scripts that match statements and pull out differences, reads invoice photos into tables, and drafts reports and client letters. It is an assistant for admin and drafting work; professional judgement and sign-off stay with the accountant.

What it does for you

Windows 10 and 11 · 64-bit · launching Monday, October 5, 2026

What OPTES does for you

Bank reconciliation in code

OPTES writes a Python script that matches the bank statement against the ledger and lists the differences in a separate sheet. You review each difference and decide how it is treated.

An example of what you type

I have the September bank statement as CSV and the journal entries from our spreadsheet. Write a script that matches them by amount and date and lists the differences.

AvailableCoding and full projects

Reading invoices and receipts

It reads photos of invoices and receipts, including handwritten ones, and turns them into a table of date, supplier and amount. You check the figures before entering them.

An example of what you type

Here are 40 photos of the restaurant's purchase invoices. Extract the date, supplier name and total amount into one table.

AvailableReading images and documents

Monthly management report draft

It turns figures you have already approved into a draft report for management that explains the changes in plain language. You review the wording and numbers before sending.

An example of what you type

Draft a management report on third-quarter expenses from this sheet, in plain language, explaining the three biggest changes.

AvailableWriting, editing and translation

Client correspondence

It drafts polite, clear messages requesting missing documents and reminding clients of deadlines. You review them and send them yourself.

An example of what you type

Write a friendly message asking a client for the three months of payroll statements still missing, before the end of the week.

AvailableWriting, editing and translation

Repetitive data entry

After you approve, OPTES moves line items from a sheet you have reviewed into your firm's system by clicking and typing. You watch, stop it any time, and check what was entered.

An example of what you type

Enter the lines from this sheet into the expense entry screen of our accounting software, and ask for my approval before each save.

AvailableComputer control after you approve

Capabilities you’ll use

  • AvailableCoding and full projectsReads the project’s structure, writes, tests and reviews what it changed.
  • AvailableReading images and documentsReads images and scanned documents, including handwritten Arabic.
  • AvailableWriting, editing and translationWrites, edits and translates, and replies in the language or dialect you use.
  • AvailableComputer control after you approveClicks, types and moves between windows, and never starts before you approve.

FAQ

Questions and answers

How does OPTES help accountants?

OPTES handles repetitive admin work: reconciling statements with scripts you review, reading invoices into tables, and drafting reports and client letters. Professional judgement and final sign-off stay with you.

Does OPTES give tax opinions or approve financial statements?

No. OPTES is an assistant and does not replace an accountant. It gives no tax opinions or rulings and approves no entry or statement. Everything it produces is a draft for the qualified accountant to review and decide on.

How should I handle client confidentiality?

Share only what the task needs, remove names and account numbers when they are not required, and follow your firm's rules. OPTES hides secrets such as passwords from the agent, and everything it did stays logged in front of you.

How do I make sure the numbers are right?

Ask OPTES to show the code it used and to reconcile totals against the source, then check a sample of results yourself. The script stays with you, so you can rerun and verify it every month.

Related professions

Also

Try OPTES at work

Launching Monday, October 5, 2026, at 04:30 Baghdad time (01:30 UTC).

Launch date