AI accounting assistant. Receipts sorted, reminders written.
It carries the open invoices, the deadlines and the receipt pile, and writes every reminder for you to send. Your accountant keeps the judgment and the signature.
On requestBuilt for your company by the Unistaff team. The role that runs in the product today is the AI inbound sales manager.
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What it does
Invoice follow-up
Keeps the list of open invoices and writes the reminder for each one, in the tone you set, ready for you to send.
Receipt capture
Reads a forwarded receipt, proposes the category and prepares the draft entry with the merchant, amount and date it read.
Reconciliation prep
Matches transactions against invoices and puts the ones that refuse to match in front of a person.
Deadline watch
Keeps payroll dates, missing timesheets and filing deadlines on a list that does not depend on anyone remembering.
How it works
Capture
Receipts and invoices arrive and become records with their fields read.
Categorize
Each one gets a proposed account and a flag on anything missing.
Match
Transactions are paired with invoices; the leftovers go to a person.
Remind
Each overdue invoice gets a written reminder that waits for your send.
What exists today
- On request
Receipts and invoice reminders
Forwarded receipts get a proposed category; open invoices get a reminder drafted for you to send.
- On request
Deadline list
Payroll dates, missing timesheets and filing deadlines kept on one list your team reads.
- On request
QuickBooks or Xero connection
None ships today; one can be built during a setup. The platform cannot move money.
Built for founders who hate paperwork
Founders lose evenings to chasing PDFs, forwarding receipts and wondering whether a customer ever opened the invoice. The assistant carries that list and writes the messages, 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.
Evidence · AI accounting
What it is built on
The pieces of the platform this role is built on, each marked with the site's three words: Live works in the product today, On request is built with you during a setup, Planned is on the roadmap.
Live
A stored credential is sealed before it reaches the database
Connection secrets are encrypted with AES-256-GCM under a key that lives in the environment, so a stolen database row decrypts to nothing. Without the key the platform refuses to store the secret at all, and plain text is never the fallback.
On request
Every message to a customer or a supplier waits for your send
The assistant writes the reminder and keeps the invoice, the amount and the age of the debt next to it. It has no send path of its own, and an amount it was not given carries a pending marker where the figure would go.
Never
The platform cannot move money
There is no payment connector in the product, so nothing here can pay, refund or transfer. Bookkeeping work arrives as drafts and reconciliation prep, and your accountant keeps the signature.
The gates behind the drafts — approvals, spend caps, the kill switch — are listed on the product page.
Frequently asked questions
The accounting desk is built on request and quoted after a scoping call. The AI inbound sales manager starts with a free 30-day pilot, and after it one flat monthly fee per AI employee is agreed on the pilot review. The ROI calculator models 25 routine hours a week for this role; you set the share you expect to hand over and the loaded hourly cost of the person doing it today.
Stored credentials are encrypted before they reach the database, the platform has no payment path at all, and every outbound message waits for a person. The gate is in the code rather than in the onboarding call.
None out of the box today. Work arrives through forms, forwarded documents and exports. A QuickBooks or Xero connection can be built during a setup, on request.
It reads the merchant, amount, date, and any project or card metadata. You confirm the category the first time, and it learns.
Yes. It captures the currency from the invoice and matches it against the payment account used.
You do, every time. You set the tone and the escalation ladder, the assistant writes each message, and it stays a draft until a person sends it.
It packages categorized expenses and payment records into summaries with the source document attached to each line. Your accountant turns them into filings.
Capitalize or expense, recognition and timing, cross-border tax treatment, whether an anomaly is fraud or an error, whether to send a reminder at all, and the signature on a filing. The full split, task by task, is on the explainer page.