Accounting Specialist Agent

It groups unclassified transactions based on shared properties like transaction type (deposit/withdrawal), asset type, wallet or counterparty address, transaction category, source platform, and accounting period.

This grouping helps you classify many similar transactions at once, instead of reviewing each transaction individually.

If you have recurring transactions, such as staking rewards to the same wallet or payments to the same vendor, these will be grouped automatically.

Go to the Agent Marketplace or ask Copilot to set up the Accounting Specialist agent.

Specify the legal entity you want to monitor.

Choose your preferred email notification cadence to receive grouped transaction summaries.
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When you receive your Accounting Specialist email, click the provided links to enter the review flow via chat.

Alternatively, ask Copilot anytime to “show my transaction groups”, then select a legal entity and accounting period to start reviewing.

Copilot shows you grouped transactions for the selected legal entity and period.

Select a group to see details and individual transactions within it.

You can:

After you take action on a group, Copilot moves you to the next group automatically.
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Ungrouped transactions are unique “one-off” transactions that don’t share common properties with others for the period.

In the review flow, you can ask Copilot to “show ungrouped transactions” anytime to view or export them.

After reviewing all groups, Copilot will also present ungrouped transactions for your classification.