uiAgent provides an enterprise-grade AI agent platform purpose-built for accounting firms, supporting both on-premise and cloud deployments. Its library of pre-built agents automates critical workflows across Audit, Client Accounting Services, and Tax, delivering outcomes such as an 80% reduction in manual data entry, a 25% faster monthly close, a 35% quicker Employee Benefit Plan audit, and full automation of journal entry creation. The platform’s differentiator is the ability for firms to customize agents to fit complex client needs, avoiding the rigidity of many competing systems. uiAgent is already used by numerous U.S. Top-100 accounting firms and has reached seven-figure annual recurring revenue in under a year. By removing repetitive tasks, the company addresses the CPA industry’s labor shortage while improving client satisfaction and deliverable quality. Headquartered in New York, uiAgent plans to use new capital to accelerate agent development and expand deployments across additional large enterprises.

Total raised

$5M

Funding rounds

1

Latest round

Seed

Latest activity

Sep 2025