AI accounting assistant. Books kept without the busywork.
From receipt capture to invoice follow-up, an AI bookkeeper handles the repetitive parts of bookkeeping so your accountant can focus on judgment and advice.
What an AI accounting assistant does
Receipt capture
Forwards receipts from email or Slack, extracts the merchant, amount, date, and tax, then drafts a categorized entry.
Expense categorization
Sorts spending into your chart of accounts, learns your rules, and flags items that need a human decision.
Reconciliation prep
Pairs bank transactions with invoices and receipts, highlighting mismatches before your accountant reviews.
Invoice follow-up
Sends polite, escalating reminders for open invoices and updates the ledger when payments arrive.
How it works
Capture
Receipts and invoices arrive by email, upload, or forwarded message.
Categorize
AI reads the details, assigns accounts, and flags missing or unusual fields.
Match
Transactions are paired with invoices, bills, and receipts for one-click reconciliation.
Remind
Overdue invoices get scheduled follow-ups; paid invoices are closed automatically.
-40%
Days sales outstanding
12h
Bookkeeping work saved weekly
98%
Invoice reminder accuracy
3x
Faster month-end close
Built for founders who hate paperwork
Founders and finance leads spend hours every week chasing PDFs, forwarding receipts, and wondering whether a customer saw the invoice. The AI takes that off your plate without adding another full-time hire.
Your accountant keeps oversight and final sign-off. The AI keeps the books moving, the reminders polite, and the records ready for review.
Frequently asked questions
Mostly. Both handle data entry, categorization, matching, and reminders. We use "accounting assistant" when the role also nudges stakeholders about deadlines and compliance, and "bookkeeper" when the focus is record keeping.
No. It removes the repetitive prep work so your accountant can review, advise, and sign off instead of chasing receipts.
QuickBooks, Xero, and FreshBooks out of the box. It also reads spreadsheet exports and CSV bank feeds.
It reads merchant, amount, date, and any metadata from the email or card. You confirm the first few examples and it learns your patterns.
Yes. It uses read-only access where possible, scoped permissions, and human approval for any outbound action like sending a reminder.
Most teams connect their accounting tool and email inbox in under an hour. The first categorized drafts and invoice reminders usually run the same day.