Introducing TRES AI Connect: Agentic Accounting for Digital Asset Finance Teams
AI isn’t coming for financial operations. It’s already here. The way finance teams operate is being rebuilt right now. The gap between teams that have integrated AI into their workflows and teams that haven’t is already opening up. That’s why every CFO is being asked the same question: What’s your AI strategy?
The answer is TRES.
Today, we’re launching TRES AI Connect, an MCP server (read more on What’s an MCP) that connects your entire TRES account directly to Claude, ChatGPT, or any MCP-compatible AI. Your finance team can now have full conversations with your financial data, run multi-step workflows from a single prompt, and deploy autonomous agents that monitor your books continuously.
This is Agentic Accounting. And it’s available today, for every TRES customer.
See it in action
Watch the three-minute walkthrough from Tal. Everything we describe below is grounded in what you’ll see here.
What you can do with it
Connecting your TRES data to your AI tools gives your team a framework to automate, gain visibility, and increase productivity. Deploying an agentic framework isn’t that difficult, but without the right data it’s impossible. We’ve built TRES AI Connect to remove that bottleneck. Every data point in your TRES account, every TRES function, accessible through the AI assistant your team already uses.
Here’s what that unlocks.
Ask anything
Ask single questions, get instant answers. “What were my historical balances on December 31st?” or “Which were my last 100 transactions on Ethereum?” Returns a structured table in seconds. No dashboards. No CSV. No analyst time. The marginal cost of asking goes to zero, and the team’s questions multiply accordingly.
Tip: Every data point (balance, transaction, cost basis, revaluation) and every TRES function is accessible through TRES AI Connect. You can do exactly the same things you do through the API or the platform.
Complex tasks
[Image: wallet audit conversation]
Multiple analyses chained into one prompt. “Audit my wallet inventory: flag inactive wallets, find unlabelled counterparties, and propose fixes.” What used to require an analyst’s afternoon resolves in a single conversation. The exceptions in the long tail, the ones that used to slip through because nobody had time to look, get surfaced by design.
And you can act on any of them. For your unlabelled transactions, ask the AI to categorize them by counterparty, find rules based on the most common counterparties, and apply those labels in bulk, all in the same conversation with your AI model.
Tip: When working with your model, think about what you’d do inside the TRES platform: which filters you’d apply, which fields you’d look at, which actions you’d take. AI models respond much better to structured, step-by-step requests with clear final outcomes. The fewer decisions you leave the AI to make on your behalf, the better the results.
Complete workflows
MCP lets you turn multi-step processes into workflows you install once and trigger with a single prompt, with consistent results every time.
A pre-audit package workflow runs reconciliation, cost basis verification, data quality review, and the evidence package: all of it, structured the way auditors expect to receive it.
An AP/AR matching workflow analyses your accounts payable and receivable, cross-references invoices and bills against inflows and outflows, and matches transactions to financial documents.
The examples are countless. Some workflows will be specific to your account, but TRES has developed a universal set that applies to every finance team.
Tip: List your most time-demanding workflows. Write the steps down. Document them. Send the documentation to our support team and our development team will prioritize them in the next release.
Back office agents
Everyone is talking about deploying agents. But to make them productive, you need their most valuable input: data. With TRES AI Connect, you can deploy them using any of your favorite frameworks (Claude Agent SDK, OpenAI Agents SDK, LangChain, or your own).
Build a continuous monitoring agent. Runs it every morning; to scan your books, identify patterns, and surface what needs attention with confidence scores and Accept/Reject controls – so you stay in control of every decision. Daily reconciliation watchdogs. Weekly roll-forwards. Monthly anomaly detection. The work that used to depend on someone remembering to look now happens by default.
Tip: While you build confidence in the agent’s assumptions and decisions, the best market practice is to incorporate a human-in-the-loop: a checkpoint where a human approves the agent’s output at key moments. It keeps you in control and helps you understand the agent’s reasoning. So when the agent suggests labels, you approve them. Over time, as confidence grows, you can extend the agent’s autonomy.
1. Connect. Add the TRES AI Connect MCP server to your AI assistant using your organization’s endpoint URL. Claude (recommended), ChatGPT, Cursor, or any MCP-compatible client. Adding the connector to your AI tools.
2. Authenticate. After adding the MCP, a window will pop-up and you will need to see your existing TRES credentials to authenticate. Permissions, roles, and data access carry over exactly.
3. Start operating. Ask a question. Run a skill. Build an agent.
This is Agentic Accounting. And this, is just the beginning
TRES AI Connect marks the start of a new way of doing finance. Where AI sits at the center of your financial data, doing the hard work, while you keep orchestration and control.
And there’s more to come: we’re working on persistent memory for your account, plug-ins for Claude, pre-built skills, workflows, and more.
If you’d like a walk-through or have any questions on how to use it, book a 15-minute onboarding call and our team will help you get set up.
Interested in TRES?
Schedule a demo with one of our expert team members to show how we can streamline your financial operations and make Web3 finance the easiest part of your workflow.
Schedule a demo with one of our expert team members to show how we can streamline your financial operations and make Web3 finance the easiest part of your workflow.
