Finsmart Accounting is a global accounting and finance outsourcing partner serving CPA firms, multinational corporations, and growing businesses. Since 2007, we have helped 300+ clients across multiple countries scale their finance operations through skilled accounting professionals and technology-enabled solutions. Our services include bookkeeping, accounting, tax, payroll, compliance, financial reporting, and virtual finance support. At Finsmart, we are driven by our core values of Partnership, Authenticity, Agility, Trust, and Joy, fostering a high-performance culture where professionals can build meaningful careers while helping clients accelerate growth.
Experience Required: (0–3 Years Experience)
Location: Pune (On-site)
Department: Operational Excellence
Reporting To: Head of Operational Excellence
About the Role
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We are seeking a hands-on AI Automation Agent Developer to support the Operational Excellence function in evaluating AI tools and building internal AI-powered solutions.
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This role focuses on practical implementation, evaluating AI platforms, building internal AI agents, and deploying automation systems that enhance efficiency across accounting and operational workflows.
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The ideal candidate should have strong fundamentals in AI application development, experience working with LLM APIs, and the ability to convert ideas into functional automation systems.
Key Responsibilities
1. AI Tool Evaluation & Benchmarking
Evaluate AI tools relevant to accounting and operational workflows.
Conduct structured testing and benchmarking based on accuracy, integration
capability, security, scalability, and ROI.
Prepare evaluation reports with clear recommendation criteria.
Support pilot implementations and measure performance improvements.
2. AI Agent Development
Design and implement internal AI agents for knowledge retrieval systems (RAG-
based assistants).
Document summarization and analysis.
Email and communication automation.
Workflow validation and monitoring.
Develop prompt frameworks and validation layers to ensure output reliability.
Integrate AI agents with internal tools and SaaS platforms.
3. Automation & Integration
Build AI-powered automation workflows using Python.
Work with OpenAI / Anthropic APIs.
Use basic LLM orchestration frameworks (e.g., LangChain or similar).
Work with REST APIs and SaaS integrations.
Maintain logs, documentation, and performance tracking dashboards.
Ensure data privacy and secure handling of financial information.
4. Collaboration & Execution
Work closely with the Head of Operational Excellence to prototype and deploy AI
initiatives.
Convert conceptual automation ideas into production-ready solutions.
Maintain documentation, version control, and implementation guidelines.
Continuously refine and improve deployed AI systems.
Required Qualifications &Skills
2–3 years of hands-on experience in AI application development or AI automation.
Strong proficiency in Python.
Experience working with LLM APIs (OpenAI, Claude, or similar).
Understanding of prompt engineering principles.
Basic exposure to Retrieval-Augmented Generation (RAG) concepts.
Experience working with REST APIs and system integrations.
Strong analytical and problem-solving skills.
Preferred Qualifications
Experience integrating AI with SaaS platforms.
Exposure to accounting or finance-related workflows.
Familiarity with vector databases (basic knowledge acceptable).
Understanding of cloud deployment environments (AWS, Azure, or GCP).
