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ClearPoint Nexus

Agent Teams

Not one more agent. A coordinated roster that runs the whole workflow.

A single agent is a specialist. An Agent Team is a crew — purpose-built members that share engagement memory, hand work between each other through review and approval contracts, and install as one Agent Manager payload under one license. You get orchestration, not a pile of disconnected runs to stitch together yourself.

Meet the Tax & Close TeamBrowse single agents

What makes Agent Teams different

Teams trade isolated specialists for orchestration. The value is in how the members cooperate — shared context, explicit handoffs, and a single operating surface.

A roster, not a soloist

A team assigns intake, classification, communications, and review to purpose-built members so each stage is handled by the agent shaped for it.

Shared engagement memory

Members operate on one local engagement context. What the intake agent learns, the review agent sees — no re-explaining the work between steps.

Structured handoffs

Work moves between members through explicit handoff and review/approval contracts, so nothing advances until the prior stage clears its gate.

One license, one install

The whole roster ships as a single Agent Manager payload under one Nexus license — no terminal, no Docker, no per-agent setup.

Scope
Single agent: One specialist that owns a single job end to end.
Agent Team: A coordinated roster where each agent owns a stage of one workflow.
Memory
Single agent: Isolated runs — each execution starts from its own context.
Agent Team: Shared engagement memory the whole team reads and writes across runs.
Coordination
Single agent: You stitch the steps together between separate agents.
Agent Team: Structured handoffs with review and approval contracts between agents.
Install & license
Single agent: N installs and N licenses for N specialists.
Agent Team: One Agent Manager install and one license covering the entire roster.
Headcount
Single agent: Flat — one agent, regardless of tier.
Agent Team: A roster that scales by tier (3 → 5 agents) as the work deepens.
The first Agent Team

Tax & Close Team

Tax & Close Team gives accounting and finance operators a native multi-agent workspace for recurring close and tax-prep work. It keeps engagement memory, document handoffs, review state, and evidence trails local while guiding the team through intake, ledger classification, deadline communications, return prep, and final review.

The pipeline, handed off in order

  1. 1

    Document Intake

    All tiers

    Document Intake agent

    Pulls source documents into the engagement and keeps a local evidence trail.

  2. 2

    Ledger

    All tiers

    Ledger agent

    Classifies and reconciles ledger activity against the intake evidence.

  3. 3

    Deadline Comms

    All tiers

    Deadline Communications agent

    Drafts client-safe deadline and status communications for review.

  4. 4

    Return Prep

    Pro & Elite

    Return Prep agent

    Assembles a first-pass return from the reconciled ledger and engagement memory.

  5. 5

    Review

    Pro & Elite

    Review agent

    Runs a first-pass review against the handoff contract before work leaves the team.

Each stage hands its evidence to the next through the team's handoff and review contracts — the work moves like a relay, not five tools you run by hand.

Roster and pricing by tier

Starter

3 certified agents

$897

3 members · $299 per member

+ $177 optional annual support

  • Document intake agent
  • Ledger agent
  • Deadline communications agent
  • Local engagement memory

Pro

5 certified agents

Most popular

$2,995

5 members · $599 per member

+ $595 optional annual support

  • Starter roster plus return-prep agent
  • First-pass review agent
  • Expanded handoff and review contracts

Elite

5 certified agents

$4,495

5 members · $899 per member

+ $1,195 optional annual support

  • Full Pro roster
  • Premium review workflow configuration
  • Advanced team reporting and operating evidence

Priced per certified roster member at roughly 40% below the standalone single-agent rate — a team total is the per-member rate times the roster size, so you pay for the crew you deploy rather than five separate agent licenses.

What the team ships with

Native multi-agent team payload managed by ClearPoint Agent Manager
Tier-aware roster with Starter intake, ledger, and deadline agents
Pro and Elite return-prep and review agents with team memory
Local evidence, handoff, and audit contracts
Guided setup, local console, logs, and support bundle path
No customer-facing Docker or terminal requirement through Agent Manager

Get the Tax & Close Team

Tell us your close cadence and tier, and we'll get the team provisioned to your ClearPoint Agent Manager. We'll confirm the roster, license, and setup with you directly.

Talk to usSee all pricing

Honest note: Agent Team self-checkout is coming. Until the team's commercial lifecycle is live, we provision the Tax & Close Team through a quick conversation rather than an instant checkout.