Finance and Admin

Taxes, bookkeeping and market research, where mistakes are costly and review matters.

3 use cases · Filters

Specific jobs

Which agents help research stocks and markets? 1 examples
Which agents help with taxes and personal finances? 1 examples
Which agents file, tag and organise receipts, bills and expenses? 1 examples

Agents

Use Cases

Planned, not done

Auto-tag receipts and bills in Paperless-ngx with paperless-ai

paperless-ai suggests titles, tags, correspondents and dates for documents in a Paperless-ngx archive, using a local Ollama model or a cloud LLM, with manual review and undo.

github.comollama/ollama

Reported by source

Run a multi-agent research debate on a stock ticker

Have TradingAgents' analyst, researcher, trader and risk roles analyse one ticker on one date and produce a reasoned report.

TradingAgents

github.comTauricResearch/TradingAgents

Reported by source

Prepare a tax return with an agent and compare it to an accountant

Kyle Corbitt worked through his 2025 US taxes with Codex, which researched rules, gathered documents and wrote a custom tax engine while a paid accountant did the same return.

Codex CLI

corbt.com · 7 Mar 2026openai/codex, microsoft/playwright