Getting started
How the autopilots work
Eight AI agents own the back office, each with a defined outcome, its own tools, an auditable decision log, and a human escalation path.
Every back-office job on FormBridge is owned by a dedicated AI autopilot — not a chatbot that answers questions, but an agent that completes the work. Each one is built against the same contract, so they behave predictably and stay auditable.
The eight agents
| Agent | What it delivers |
|---|---|
| Formation | A filed legal entity with Articles and an Operating Agreement in your vault. |
| EIN | A federal tax ID, prepared on an SS-4 and tracked to approval. |
| Banking | A submitted, KYC-coached application to Mercury, Wise, Relay, or Brex. |
| Payments | Stripe / PayPal / Square applications written to pass processor KYC. |
| Bookkeeping | A monthly close: categorized transactions, P&L, balance sheet, and a narrative. |
| Tax | A jurisdiction-correct tax packet, assembled for a CPA to review and sign. |
| Compliance | Every recurring obligation calendared and auto-filed where APIs allow. |
| Co-pilot | Cited answers about your company, grounded in your real data. |
The rules every agent follows
- A defined outcome. Each agent ships a concrete deliverable, not a conversation.
- Auditable decisions. Every run records what it did, which tools it called, and what it cost — enough to reproduce the decision.
- A human escalation path. When confidence is low or a jurisdiction isn't supported, the agent escalates to a human partner instead of guessing.
- Append-only records. Agents never silently mutate balances or statuses; they append to event logs and derived state is recomputed.
- A jurisdiction matrix. A rule for US-Wyoming never leaks into UAE-RAK — every decision is gated on the correct jurisdiction.
Licensed humans, quietly on tap
Anything that legally requires a licensed professional — a CPA signature on a return, a registered agent of record — is handled by a vetted human partner. The AI does the assembly and the heavy lifting; the human does the part the law reserves for them.
Explore each agent in depth on the AI Agents overview, or jump to starting your company.