Month-end chasing
Every close starts with the same emails: missing statements, receipts and payroll reports.
For Accounting & bookkeeping firms
Close the books faster. Chase less.
Custom AI automation for accounting and bookkeeping firms — month-end requests that chase themselves, onboarding that sets clients up in a day, and reports written for you. Built on your stack, owned by you.
- QuickBooks Online
- Xero
- Dext
- Google Workspace
- Claude
Sound familiar?
Slow client setup
New clients take weeks to connect banks, share access and send historical documents.
Reports by hand
Monthly summaries and commentary eat the hours you meant to spend on advisory work.
AI automation for accounting & bookkeeping firms, onboarding first.
Every workflow is shaped around how your team already works — and a person approves anything that matters.
Client onboarding
- Access requests for QuickBooks, Xero and banks, tracked to done
- Historical document checklists that chase themselves
- Engagement letter and fee agreement via e-sign
- Welcome sequence and first-month timeline
Leads & follow-up
- Enquiries answered and qualified within minutes
- Pricing proposals generated from a short intake
- Follow-ups drafted until the prospect decides
- Referral asks after a clean first close
Operations
- Month-end document requests with automatic reminders
- Uncategorized transactions drafted for your review
- Monthly client report and commentary written by Claude
- Invoices and payment reminders that sound human
Built on your stack — or instead of it.
Way 01 · Keep your toolsWe add the custom layer to what you already run.QuickBooks OnlineXeroDextGoogle WorkspaceClaude
Way 02 · Replace what’s overpricedStacking add-on apps for every step of the close? We can replace the ones you barely use with one workflow you own.Either way, you own the code — and can change it with Claude, ChatGPT or any AI tool.
Map. Build. Run.
- 01Workflow audit1 week, fixed fee. We map how your team works today and find where the hours go.
- 02Build sprint2–4 weeks. We build 2–4 custom workflows on your stack, tested and documented.
- 03Run & improveMonthly, optional. We monitor, tune and add workflows. Cancel anytime — it stays yours.
Questions from accounting & bookkeeping firms
How is AI used in bookkeeping?
Drafting transaction categorization for review, chasing missing statements, reconciling routine items and writing monthly client summaries. Your bookkeepers stay in control of the books.
Can AI agents work with QuickBooks Online?
Yes. Agents can read data and draft changes in QuickBooks Online through its API, with your team approving anything that’s posted.
QuickBooks or Xero — does it matter?
No. We build on whichever ledger you use, plus your inbox and document storage.
Will this replace our bookkeepers?
No — it removes the chasing and copy-paste so your team can handle more clients and do more advisory work. People still approve everything that matters.
What does it cost?
Start with a fixed-fee workflow audit, then a build sprint. See the pricing page for how it works.
Find out where your team’s hours go.
A 30-minute call. We’ll walk through your onboarding, leads and busywork, and tell you what’s worth automating — and what isn’t.