To Accelerate Automation of AI Agents in Accounting Firms a Seed Round of $4.6M is Raised by UIAgent
uiAgent, the AI agent platform built specifically for accounting firms, announced it has secured a $4.6 million seed funding round led by Marathon Management Partners with participation from Rerail. As part of the investment, Chase Packard, Founding Partner at Marathon, will join the company’s board of directors.
The platform delivers enterprise-grade, end-to-end automation in days rather than quarters, supporting both on-premise and cloud deployments. With a comprehensive AI agent library tailored to critical workflows in Audit and Client Accounting Services, uiAgent has quickly become the automation engine for some of the world’s largest and most innovative accounting firms, including many of the top 100 firms in the U.S. Customers have reported significant impact, with results such as dramatically reduced manual data entry, faster monthly close cycles, accelerated Employee Benefit Plan audit completion, and full automation of journal entry creation.
Lisa Cattie, Director at Kreischer Miller, highlighted the platform’s adaptability as a key advantage: “The ability to customize agents is a major differentiator for uiAgent. Many platforms are too rigid to meet the needs of our complex clients, but uiAgent gives us the flexibility to go beyond standardized systems. Working with Enes and his team has been energizing—they’re full of ideas that drive efficiency and make our wishlist a reality.”
According to Chase Packard of Marathon, the accounting industry is at an inflection point where shrinking labor supply, heavy volumes of repetitive work, and fragmented legacy systems are creating demand for automation. He emphasized that uiAgent anticipated this shift and built a platform enabling firms to adopt AI rapidly, securely, and with tangible impact. “In under a year, the team has achieved seven figures in ARR, partnered with numerous top 100 firms, and saved clients thousands of hours annually. We’re excited to support them,” Packard said.
Enes Witwit, CEO and Founder of uiAgent, explained the company’s mission as a direct response to the profession’s growing pressures. “Accountants are working excessive hours to make up for labor shortages, which hurts work-life balance, client responsiveness, and quality of service. uiAgent was created to empower these professionals-not with complex implementations, high costs, or insecure third-party systems-but with a fast, seamless solution that operates in a fully secure, private environment. CPAs are the backbone of the economy, and they deserve tools that help them succeed.”
With the new funding, uiAgent will accelerate development and expand deployment of its automation agents across more top accounting firms and enterprises.