An AI agent for bookkeepers.
Your agent categorizes transactions, reconciles accounts, matches invoices, and keeps clients' books clean — encoded with your workflow.
Bookkeeping is pattern-matching at scale. The agent does the pattern-matching so the bookkeeper spends time on the stuff a client actually pays for.
The day it replaces: Classifying 500 transactions a week across 12 clients, reconciling the same accounts every month, chasing clients for receipts that never come.
Transaction categorization
Classifies every transaction against the client's COA. Confidence scores; you approve ambiguous ones in one click.
Bank reconciliation
Runs daily reconciliation. Surfaces only variances that need your judgment.
Invoice + receipt matching
Matches bills to POs and payments. Flags duplicates, missing invoices, and price discrepancies.
Client document chaser
Watches what's missing — receipts, statements, signatures — and drafts the follow-up email automatically.
Monthly client package
Assembles the monthly report pack — P&L, BS, cash flow, notes — in your template, ready for review.
Your agent works inside the tools bookkeepers already live in:
Things bookkeepers ask before they try it.
Your AI agent, encoded to how you specifically work.
Encode your first workflow in a chat. See a working agent on your process in under an hour.