Spend Month-End On Review, Not On Chasing Receipts
Categorizing is getting easier. Chasing clients for statements, asking what a charge was for and keeping every close on schedule still isn’t. Your agent does that legwork in your own logins, and you review.
From $10/month 30 days free No credit card
Where The Day Goes
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Clients Don’t Send What You Need
Bank statements, receipts and answers about odd charges arrive late or not at all, and every close waits on them.
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Every Client Is A Different Login
One client is on QuickBooks Online, another on Xero, a third emails PDFs. Switching between them is half the job.
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Tax Season Doubles The Follow-Up
Organizers, engagement letters, missing 1099 details: the reminders multiply right when you have the least time.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Ask Clients About Unclear Transactions
The agent lists uncategorized or odd items in the bank feed and drafts one clear question email per client, with dates and amounts.
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Chase Missing Documents
A repeating task checks which clients still owe statements or receipts, drafts a polite reminder to each and notes who replied.
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Outlook -
Google Drive - TaxDome
- Karbon
- Canopy
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Prep Reconciliations For Review
It matches statement lines to the ledger, lists what doesn’t tie out and leaves the final reconciliation to you.
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QuickBooks -
Xero -
Microsoft Excel - Dext
- Hubdoc
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Keep The Close Checklist Moving
Each client gets a project with its close checklist. The agent ticks off the steps it finished and flags what’s blocked and why.
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Google Sheets - Karbon
- Financial Cents
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Draft Monthly Client Summaries
From the P&L you’ve reviewed, it drafts a short note in plain words: what changed, what to watch, what you need from them.
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Key In Bills For Approval
It enters vendor bills from the inbox into the right client file. Paying them waits for your OK or the client’s.
Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- Go through Hernandez Landscaping’s bank feed in QuickBooks and list everything uncategorized from September. Draft one email asking Rosa about them.
- Which clients still haven’t sent October statements? Draft reminders, gentler for the ones only a few days late.
- Reconcile Blue Door Bakery’s checking account through September 30 and show me anything that doesn’t match.
- List every contractor Dan’s Auto paid this year in Xero, so I can check who needs a 1099.
- Draft the September summary for Oakridge Dental from the P&L I just finished. Five sentences, no jargon.
- Remind me Thursday if the Patels still haven’t signed their engagement letter in TaxDome.
The Plan That Fits
Most firms are a few people sharing clients; a solo bookkeeper can start on Personal and move up.
Team
$29/mo
Up to 10 people and 20 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Accountants And Bookkeepers
Isn’t this the AI already built into QuickBooks?
No. QuickBooks’ own AI helps inside QuickBooks. Your agent works across QuickBooks, Xero, your email and your practice software, the way a staff member would.
Can it sign in to my clients’ QuickBooks files?
Yes, through your accountant login, kept in the Vault. The agent uses it but never sees the password.
Will it file returns?
No. It can gather documents and prepare workpapers, but filing and signing stay with you.
Does it work with Karbon or TaxDome?
It uses them in its own browser with your login, the same screens you see. No special connection is needed.
Can it get through all my clients overnight?
It works one client at a time at a person’s pace. A repeating task can start it early, and you review what it finished when you sit down.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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