Does the Visma eAccounting agent actually execute work?

Yes. It does not just suggest actions; it executes them in your account, such as creating invoices, categorising transactions, and updating ledger records.

How is this different from native Visma eAccounting AI?

Native tools are often limited to specific features. A DoMyWork agent works across Visma eAccounting AND your other apps, like Gmail, Slack, and Google Sheets, to complete end-to-end work.

Is this better than Zapier for Visma eAccounting?

Zapier requires you to build logical workflows manually. With DoMyWork, you simply describe the task in plain English, and the agent figures out the steps to complete it.

Can the agent monitor my books 24/7?

Yes. You can set up agents on autopilot to watch for new transactions or invoices in Visma eAccounting and act on them the moment they arrive.

Is my financial data safe?

Data security is our priority. The agent only accesses the information needed to complete the tasks you assign and operates within secure, encrypted environments.

Can the agent connect Visma eAccounting to other apps?

Absolutely. It is designed to bridge the gap between Visma eAccounting and 1,500+ other apps, allowing for complex, multi-step tasks across your entire business stack.

AI Agent for Visma eAccounting

Categorise transactions, reconcile invoices, and prepare financial reports automatically. DoMyWork AI agents work with Visma eAccounting and 1,500+ apps to keep your books balanced and your business compliant.

Categorise all uncategorised transactions from last week

Reconcile pending invoices against bank statements

Draft a VAT report for the current quarter

Find missing receipts for recent expenses

Send payment reminders for overdue invoices

Summarise monthly profit and loss for review

Agent for

Visma eAccounting

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your financial data into accurate, balanced books

Categorise expenses, match invoices, reconcile accounts, and draft tax reports.

42 transactions categorised

Categorise the backlog of transactions from last month

"Review all uncategorised transactions in Visma eAccounting from last month, match them to the correct ledger accounts based on my history, and apply the tags. Post a summary of the remaining items to Slack."

Send Message

Reconcile bank statements against ledger entries

"Compare the latest bank statement file in Google Drive with ledger entries in Visma eAccounting and highlight any discrepancies."

Send Message

Identify missing receipts for expense claims

"Scan my email for receipts matching expense dates in Visma eAccounting and attach them to the corresponding records."

Send Message

Prepare a VAT summary for the tax office

"Extract all sales and purchase data from Visma eAccounting for this quarter and draft a VAT summary report."

Send Message

Clean up duplicate vendor entries

"Find duplicate vendor records in Visma eAccounting and merge them into the primary contact record."

Send Message

Got a different task in mind? Describe it

Send Message

Summarise monthly cash flow and performance

"Pull the profit and loss data from Visma eAccounting and create a simple summary for my monthly review."

Send Message

Check for overdue payments from clients

"List all unpaid invoices in Visma eAccounting that are over 30 days old and draft email reminders."

Send Message

Review recent high-value expenses

"Identify all expenses over 5000 SEK in Visma eAccounting from the last week and list them for me."

Send Message

Check current VAT liability

"Calculate the estimated VAT liability based on current sales in Visma eAccounting."

Send Message

Generate a list of top-spending customers

"Analyse sales data in Visma eAccounting to find the top 10 customers by revenue this year."

Send Message

Got a different task in mind? Describe it

Send Message

Match incoming invoices to purchase orders

"Check new invoices in Visma eAccounting against my purchase order sheet in Google Sheets and flag mismatches."

Send Message

Update contact details for new suppliers

"Take the supplier details from this form and update their records in Visma eAccounting."

Send Message

File digital copies of paper invoices

"Take the photos of invoices in my Dropbox, extract the data, and create new drafts in Visma eAccounting."

Send Message

Send payment confirmation to vendors

"Identify all marked 'paid' invoices in Visma eAccounting and email a confirmation to the vendor."

Send Message

Organise monthly expense reports

"Compile all employee expense reports into a single summary for the accountant in Visma eAccounting."

Send Message

Got a different task in mind? Describe it

Send Message

Create invoices from my time tracking sheet

"Look at my time tracking sheet in Google Sheets and create new invoices in Visma eAccounting for completed hours."

Send Message

Categorise personal vs business expenses

"Review my bank feed in Visma eAccounting and flag any personal expenses that shouldn't be in the business books."

Send Message

Estimate tax savings for the month

"Calculate the estimated tax to set aside based on my income in Visma eAccounting."

Send Message

Draft a list of deductible expenses

"List all business-related expenses from Visma eAccounting that I can deduct this year."

Send Message

Update client billing information

"Check if client addresses in Visma eAccounting match my latest contact list and update them."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Visma eAccounting AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Visma eAccounting AI Agent

🛸 Autopilot

Keep your books balanced and compliant — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, categorise them, and flag discrepancies before they become accounting headaches.

Setting up an autopilot is too easy

New transaction is created in Visma eAccounting

Describe...

1. Categorise new bank transactions instantly

WhenNew transaction is created in Visma eAccounting

Then

Categorise the transaction based on the vendor name and historical rules, then save it in Visma eAccounting.

Put on Autopilot

2. Flag unusual expenses for review

WhenNew transaction is created in Visma eAccounting

Then

Check if the transaction amount is 3x higher than average for this category and alert me in Slack if it is.

Put on Autopilot

3. Notify of new unpaid invoices

WhenNew invoice is created in Visma eAccounting

Then

If the invoice status is 'unpaid', add a reminder to my calendar.

Put on Autopilot

4. Weekly summary of ledger activity

WhenEvery Monday at 09:00 AM

Then

Summarise all ledger activity from the past week in Visma eAccounting and email it to me.

Put on Autopilot

5. Detect duplicate contact entries

WhenNew contact is created in Visma eAccounting

Then

Check if the contact name or email already exists in Visma eAccounting and merge if found.

Put on Autopilot

1. Alert on large incoming payments

WhenNew payment is received in Visma eAccounting

Then

If the payment is over 10,000 SEK, send a celebratory message to the team Slack channel.

Put on Autopilot

2. Daily cash position update

WhenEvery day at 08:00 AM

Then

Get the current account balance from Visma eAccounting and post it to my Slack.

Put on Autopilot

3. Flag overdue invoices for immediate action

WhenEvery Monday at 09:00 AM

Then

Find all invoices in Visma eAccounting past their due date and draft reminders.

Put on Autopilot

4. Monitor high-spend vendors

WhenNew transaction is created in Visma eAccounting

Then

If a transaction is from a 'high-spend' vendor list, log it in a spreadsheet for my review.

Put on Autopilot

5. Monthly revenue recap

WhenEvery 1st of the month at 09:00 AM

Then

Summarise total revenue from Visma eAccounting and send a report to my email.

Put on Autopilot

1. Process new expense claims

WhenNew transaction is created in Visma eAccounting

Then

Check if the transaction is an expense claim, verify the receipt exists, and flag for approval.

Put on Autopilot

2. Update project billing status

WhenNew invoice is created in Visma eAccounting

Then

Update the status of the corresponding project in my project tracker.

Put on Autopilot

3. Alert on missing invoice information

WhenNew invoice is created in Visma eAccounting

Then

Check if the invoice is missing a VAT number and notify me in Slack.

Put on Autopilot

4. Weekly task list from invoices

WhenEvery Friday at 04:00 PM

Then

List all invoices processed this week in Visma eAccounting and save to a report.

Put on Autopilot

5. Notify when a supplier contact is updated

WhenNew contact is updated in Visma eAccounting

Then

Log the update in a Google Sheet for audit purposes.

Put on Autopilot

1. Log new client payments

WhenNew payment is received in Visma eAccounting

Then

Send a thank-you email to the client and update my income tracker.

Put on Autopilot

2. Flag low-balance warnings

WhenEvery Monday at 09:00 AM

Then

Check my ledger in Visma eAccounting and alert me if my estimated tax savings are low.

Put on Autopilot

3. Auto-save receipts to cloud

WhenNew transaction is created in Visma eAccounting

Then

If a receipt is attached, save a copy to my Google Drive folder.

Put on Autopilot

4. Monthly tax reminder

WhenEvery 20th of the month at 09:00 AM

Then

Remind me to check my VAT status in Visma eAccounting.

Put on Autopilot

5. Check for unpaid client invoices

WhenEvery Monday at 09:00 AM

Then

Find all unpaid invoices in Visma eAccounting and send a polite nudge.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Visma eAccounting

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Quarterly VAT Review Playbook

FormCollect data with form

1. Enter Quarter Details

Enter Quarter Details

Fill fields below 👇

Quarter *

Year *

AI AgentExecute agent from playbook

2. Extract and Calculate

Agent

Extract sales/costs for {{Quarter}} {{Year}} from Visma, calculate VAT liability, and check for ledger discrepancies.

Complete in a clickSend data to 1500+ apps

3. Generate Report

Create FileinGoogle Drive

4. Notify Accountant

Send EmailinGmail

Quarterly VAT Review Playbook

Automate the preparation of your VAT summary report.

Clone This Playbook

Vendor Reconciliation Playbook

Reconcile vendor statements with ledger entries.

Clone This Playbook

Expense Audit Playbook

Audit employee expenses for policy compliance.

Clone This Playbook

Customer Payment Analysis Playbook

Analyse customer payment patterns.

Clone This Playbook

Ledger Cleanup Playbook

Clean up old ledger entries.

Clone This Playbook

Monthly Financial Review Playbook

Generate a summary of monthly financial performance.

Clone This Playbook

Debt Collection Playbook

Automate the collection of overdue invoices.

Clone This Playbook

Expense Approval Playbook

Manage expense approvals.

Clone This Playbook

New Hire Onboarding Playbook

Set up new hires in finance systems.

Clone This Playbook

Sales Commission Playbook

Calculate monthly sales commissions.

Clone This Playbook

Supplier Invoice Playbook

Process incoming supplier invoices.

Clone This Playbook

Employee Expense Playbook

Process employee expense reports.

Clone This Playbook

Office Supply Order Playbook

Manage office supply orders.

Clone This Playbook

Client Contact Update Playbook

Update client contact information.

Clone This Playbook

Meeting Expense Playbook

Log expenses for client meetings.

Clone This Playbook

Freelance Invoice Playbook

Create invoices for freelance projects.

Clone This Playbook

Expense Tracking Playbook

Track freelance business expenses.

Clone This Playbook

Tax Savings Playbook

Estimate tax savings for the month.

Clone This Playbook

Client Onboarding Playbook

Set up a new freelance client.

Clone This Playbook

Income Report Playbook

Generate a monthly income report.

Clone This Playbook

1500+ App Integrations

Connect Visma eAccounting + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Manychat

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

Wix

You Need A Budget (YNAB)

Accredible Credential

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New transaction is created in Visma eAccounting

Then

Recurring Work on autopilot

Autopilot

Invoice Processing

Enter invoice details

Validate and categorise

Post to Visma

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Visma eAccounting

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Visma eAccounting AI Agent

It is an autonomous agent that directly executes bookkeeping tasks in Visma eAccounting. Unlike simple integrations, it can categorise, reconcile, and report based on your specific business rules.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Visma eAccounting

Turn your financial data into accurate, balanced books

Categorise the backlog of transactions from last month

Reconcile bank statements against ledger entries

Identify missing receipts for expense claims

Prepare a VAT summary for the tax office

Clean up duplicate vendor entries

Got a different task in mind? Describe it

Summarise monthly cash flow and performance

Check for overdue payments from clients

Review recent high-value expenses

Check current VAT liability

Generate a list of top-spending customers

Got a different task in mind? Describe it

Match incoming invoices to purchase orders

Update contact details for new suppliers

File digital copies of paper invoices

Send payment confirmation to vendors

Organise monthly expense reports

Got a different task in mind? Describe it

Create invoices from my time tracking sheet

Categorise personal vs business expenses

Estimate tax savings for the month

Draft a list of deductible expenses

Update client billing information

Got a different task in mind? Describe it

How Does a Visma eAccounting AI Agent Work

Keep your books balanced and compliant — with agents on autopilot

1. Categorise new bank transactions instantly

2. Flag unusual expenses for review

3. Notify of new unpaid invoices

4. Weekly summary of ledger activity

5. Detect duplicate contact entries

1. Alert on large incoming payments

2. Daily cash position update

3. Flag overdue invoices for immediate action

4. Monitor high-spend vendors

5. Monthly revenue recap

1. Process new expense claims

2. Update project billing status

3. Alert on missing invoice information

4. Weekly task list from invoices

5. Notify when a supplier contact is updated

1. Log new client payments

2. Flag low-balance warnings

3. Auto-save receipts to cloud

4. Monthly tax reminder

5. Check for unpaid client invoices

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Quarterly VAT Review Playbook

Vendor Reconciliation Playbook

Expense Audit Playbook

Customer Payment Analysis Playbook

Ledger Cleanup Playbook

Monthly Financial Review Playbook

Debt Collection Playbook

Expense Approval Playbook

New Hire Onboarding Playbook

Sales Commission Playbook

Supplier Invoice Playbook

Employee Expense Playbook

Office Supply Order Playbook

Client Contact Update Playbook

Meeting Expense Playbook

Freelance Invoice Playbook

Expense Tracking Playbook

Tax Savings Playbook

Client Onboarding Playbook

Income Report Playbook

Connect Visma eAccounting + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Visma eAccounting AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Visma eAccounting AI Agent