Cloud Accounting & Multi-Entity Ledger Software

End-to-end cloud accounting for growing businesses

Manage your complete financial workflow — from invoicing and bills to inventory, tax compliance, and automated bank reconciliation. Built for clarity and control.

CA

Financial Health Summary

Real-Time Ledger Sync

All Accounts Reconciled
Cash Inflow

$68,450.00

+18.4% this month
Cash Outflow

$21,180.00

Under monthly target

Quick Actions

+ New Invoice+ Record ExpenseBank Feeds

Trusted by 10,000+ businesses worldwide

stripe
PayPal
shopify
HubSpt
slack
_zapier
End-to-End Accounting Lifecycle

How CA Agent powers your complete financial lifecycle

Experience true automation from the moment a sale is made to the second your tax filing is completed.

Instant Billing

Client Invoicing & Payment Links

Generate beautifully branded invoices with integrated payment links. Customers pay in their local currency, and funds are automatically tracked.

Invoice Creation

< 30 sec

Online Gateways

10+ Supported

01

Invoice #1048 — Global Commerce Ltd

USD $14,250.00 • Multi-Currency

Payment Link Active
Transaction Pipeline Live

Paid via Stripe Instant Transfer

CA Agent Automated LedgerAudit Trail #48102
Enterprise Accounting Modules

Comprehensive Financial Modules Built for Modern Teams

Every core bookkeeping workflow interconnected in real time without spreadsheets or fragmented plugins.

Accounts ReceivableIntegrated Real-Time Ledger

Sales & Client Invoicing

Custom branded invoices, recurring retainers, automated payment reminders, and multi-gateway checkout in 130+ currencies.

1-Click Invoice & Estimate Generation
Recurring Billing & Auto-Charge
Client Self-Serve Portal
Multi-Currency Revaluation
Live Module PerformanceActive Sync

Avg. Days to Pay

4.2 Days

68% faster cash collection

Ledger StateBalanced (0.00 Variance)
Audit TrailLogged & Verifiable
Enterprise Accounting Rigor

Why finance teams switch to CA Agent

Engineered to deliver total visibility, eliminate month-end closing delays, and automate repetitive ledger management.

Audit Defense

Automated Bookkeeping & Anomaly Alerts

Instant detection of duplicate charges, unmatched ledger items, and unusual vendor bills with zero-variance rules.

Ledger Discrepancies
0 Flags (Clean)
P&L & Balance Sheet

Real-Time Executive Financial Statements

Profit & loss, balance sheet, and cash flow update instantly upon payment settlement. Export to PDF and Excel in one click.

Net Operating Margin

69.1% ($86,270.00)

+24% YoY
Reconciliation Engine

1-Click Bank Feed Auto-Reconciliation

Connect 10,000+ banks worldwide. Statements and bills match automatically with smart rules, saving 18+ hours per month.

Bank Statement Match
99.8% Precision
Global Operations

Multi-Currency & Automatic FX Revaluation

Invoice and pay across 130+ currencies with real-time central bank exchange rates and automatic gain/loss ledger tracking.

USD • EUR • GBP • AEDLive FX Sync
Cash Flow Velocity

Professional Invoicing & Payment Links

Generate branded invoices with one-click payment links. Automated reminders accelerate accounts receivable collection.

Avg Collection Speed4.2x Faster
Tax & Compliance

Tax-Ready Filing & Immutable Audit Trails

Built-in sales tax calculations, automated 1099 exports, and cryptographic audit logging on SOC 2 Type II infrastructure.

Security & ComplianceSOC 2 Certified
ROI & Efficiency Simulator

See how much time and money CA Agent saves you

Adjust your monthly volume to estimate your firm's bookkeeping efficiency gains.

120 / mo
20 invoices250500+ invoices
$60 / hr
$30/hr$90/hr$150/hr
Estimated Annual Impact4.8x Faster Close

Estimated Annual Cost Savings

$18,720

Hours Saved

26 hrs / mo

Match Precision

99.8%

Customer Case Studies

Trusted by growing businesses and certified accountants

Real results from organizations that replaced fragmented tools with CA Agent.

TechNova Solutions
B2B SaaS • 45 Employees
Verified
24 hrs / mo

Saved on Month-End Close

"CA Agent replaced three separate tools for us. Invoicing, expense approvals, and bank reconciliation are completely automated. Month-end close went from 6 days down to under 4 hours."

SM

Sarah Mitchell

Chief Financial Officer

GreenLeaf Commerce
Omnichannel Retail • $12M GMV
Verified
$14,500

Annual Software & Bookkeeping Savings

"We migrated from QuickBooks and the difference in clarity is night and day. Multi-currency transactions from Stripe and Shopify sync with zero discrepancies, and our CPA loves the live portal."

JR

James Rodriguez

Founder & CEO

BluePeak Accounting Firm
CPA Practice • 40+ Managed Entities
Verified
32%

Capacity Increase per Accountant

"As an accounting practice managing 40+ client entities, CA Agent's multi-entity switcher, automated reconciliation rules, and audit logs have eliminated nearly 30% of our manual administrative work."

AP

Aisha Patel

Managing Partner, CPA

Frequently Asked Questions

Everything you need to know about migrating and managing your books with CA Agent.

Close & Match Rate

SOC 2 Type II Certified

99.8%
Automated Bank Feeds10,000+ Banks
Data EncryptionAES-256 / TLS 1.3
Accountant SeatsIncluded Free

CA Agent offers end-to-end accounting features — invoicing, bank reconciliation, expense approvals, inventory, and financial reporting — with built-in multi-currency, multi-entity support, and zero surprise rate hikes.

Take control of your business finances today

Join thousands of businesses managing their accounting with CA Agent. Start your free trial — no credit card required.

app.caagent.com/command-center
Live Ledger Sync Active
Total Revenue

$128,450

+24% YoY
Expenses

$42,180

68% of budget
Net Profit

$86,270

+31.4% margin
Recent Ledger TransactionsView all
Acme Corp
Invoice #1043+$8,400.00
AWS Cloud Hosting
Expense #892-$620.00
Stripe Settlement
Payout+$12,500.00