Books that are up to date every morning
Bookkeeping falls behind because it's endless small work: receipts, bills, bank lines, reminders. The AI bookkeeper does that work every day — reads documents, categorizes and reconciles transactions, sends invoices and chases the late ones, and prepares month-end. Your accountant reviews what matters and signs off.
From CA$49per AI employee / monthThis morning's bank feed — categorized and matched
Click “Run” to watch the AI bookkeeper process yesterday's transactions. Uncertain ones land in a short review list.
| Date | Description | Amount | Category | Status |
|---|---|---|---|---|
| Oct 14 | Home Depot #4412 | -218.40 | — | — |
| Oct 14 | Stripe payout | +3,912.55 | — | — |
| Oct 14 | Shell 0331 | -64.10 | — | — |
| Oct 14 | ACH — Iron Supply Co | -4,820.00 | — | — |
| Oct 14 | Amazon Mktp | -129.99 | — | — |
| Oct 14 | Zelle — J. Ramirez | -600.00 | — | — |
| Oct 14 | Gusto payroll | -12,406.18 | — | — |
Receivables aging
The daily grind of bookkeeping, done daily
Reads every document
Receipts, bills, invoices and statements from email, photos or uploads — vendor, date, tax and line items pulled out.
Categorizes and reconciles
Bank and card transactions matched to documents and categories, with a confidence score. Unclear ones go to a person.
Invoices and collections
Sends invoices on schedule and follows up on overdue ones by email, text or call — in your tone, by your rules.
Month-end, prepared
Accruals, reconciliations and a close checklist prepared for your accountant, with every open question listed.
Cash you can see
Daily view of cash, receivables, payables and what's due this week — in plain language.
Your accountant stays in charge
Every entry is traceable to a document. Approvals, filings and anything with legal weight stay with authorized people.
A close checklist that fills itself in
- Bank and card accounts reconciled
- Bills matched to purchase orders
- Receipts attached to every expense
- Unpaid invoices chased
- Accruals proposed
- Accountant review
- Reports approved and sent
Works with the tools you already use
Works inside the accounting system you already use. Bank data comes through your accounting system's own bank feeds.
Straight talk: what it won't do
- It isn't a CPA or tax adviser and doesn't file taxes on its own. Filings and sign-offs stay with your accountant.
- It doesn't promise savings or results — you pay for the work it does.
- It never moves money without approval. Payment runs are prepared, not executed.
Pay for the work, not for headcount
Priced by monthly transactions and number of entities. Start with one company and one month of transactions. CA$49 a month covers setup, tuning and support of one AI employee. Conversation minutes and other usage are billed by volume and get cheaper as you grow; bigger projects are priced individually.
- Your accountant keeps final approval
- Every entry linked to its document
- Daily cash summary
Want a price for your volume?
Tell us roughly how many leads, calls or tasks you have each month. We'll email you a tailored setup plan and price within one business day.
Get a plan and priceQuestions, answered
Does it replace our accountant?
No. It does the daily routine so your accountant spends time on review, advice and filings — and signs off on what matters.
Which accounting systems does it work with?
QuickBooks Online and Xero first, plus Stripe, Square, Shopify, PayPal and other sources through their integrations.
Can it chase unpaid invoices?
Yes — reminders by email, text or a polite call from the AI sales rep, on the schedule and tone you set.
What happens with transactions it isn't sure about?
They go into a short review list with its best guess and the reason, so a person decides in seconds.
Does it move money?
No. It prepares payment runs and invoices for approval; it never sends payments on its own.
Put the AI Bookkeeper to work
Talk to Ashley right now — she's live 24/7 — or send us a short request. We'll email you a tailored setup plan and price within one business day, and setup takes days.
