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AI Bookkeeping Automation for Small Businesses
Books that stay caught up.
Receipts get captured from a photo or email, transactions are categorized with AI, and reconciliation is prepared automatically. Your books stay current every week instead of getting caught up at tax time.
Starting from $199/mo · Final price after your free audit
Hours of monthly bookkeeping removed
Lower accounting fees and fewer missed deductions
Starting from $199/mo + $750 one-time setup. Final price after your free audit. All prices ›
Full scope
Exactly what you get.
No surprises: everything that's included, what costs extra and what isn't part of it. Your final scope and price come in writing after the free audit.
One-time setup · $750
- Connect your bank, cards and accounting software (QuickBooks Online or Xero)
- Receipt capture by text, photo and email forwarding
- Categorization rules for your vendors, jobs and expense types
- Bill capture with an approval step before anything is paid
- A test run on your last month of transactions before go-live
- A walkthrough for you and your accountant
Every month · Starting from $199/mo
- Monitoring of bank feeds and receipt capture, so nothing silently stops
- Rule updates as new vendors and jobs come up
- The monthly close checklist, prepared for you or your accountant
- A monthly summary: transactions processed, items flagged, receipts missing
- Support by call, text or email
Extra costs, billed at cost
- Your accounting software subscription, if you don't already have one
- A receipt-capture tool such as Dext, only if your setup needs it
- All tools opened in your business's name and billed at cost, with no markup
What I need from you
- Admin access to your accounting software, or an invite for your accountant's login
- Your regular vendors and how you categorize them (we map this together)
- About 15 minutes a week to approve flagged items
Not included
- Tax filing, tax advice and payroll
- CPA-prepared or audited financial statements
- Catching up months of old books (quoted separately as a cleanup project)
What you get at launch
- Every rule and connection written down in plain English
- All logins and tools in your business's name
- Test results from your last month of transactions
Example conversation
See it work
Snap it, and it's in your books.
- 1
Snap or forward
Text a photo of the receipt, or forward the email. No app to learn.
- 2
AI files it
It reads the vendor, amount and date, and categorizes it with your rules. If it's unsure, it asks.
- 3
You approve
Once a week you review what's new in QuickBooks or Xero and approve it, instead of typing it in.
The problem
Why it matters.
Shoeboxes of receipts, uncategorized transactions and a scramble at month-end or tax time. Accountants bill for cleanup that could have been automated.
What's included
What it does.
- Receipt capture by photo, text or email forwarding
- AI categorization with your rules
- Bank feed reconciliation prep
- Bill capture and approval workflow
- Monthly close checklist
- Works alongside your accountant or bookkeeper
How it works
From first call to live.
- 1
Connect accounts
Bank, cards and accounting software.
- 2
Teach the rules
How you categorize vendors, jobs and expenses.
- 3
Weekly review
You or your accountant approve, rather than enter.
Who does what
The busywork is automated. You stay in charge.
- Entering receipts and bills
- Categorizing transactions by your rules
- Matching transactions to your bank and card feeds
- Reminding you about missing receipts
- Preparing the monthly close checklist
- A short weekly review to approve what's flagged
- Decisions on anything unusual
- Taxes, tax advice and payroll
Example
A month of bookkeeping, before and after.
- About 300 transactions entered or categorized one by one
- Receipts in the truck, the inbox and a shoebox
- 6 to 8 hours a month, usually at night
- Books caught up at tax time, with a cleanup bill
- Receipts snapped or forwarded the day they happen
- Transactions categorized automatically, unsure ones flagged
- About 20 minutes a week to review and approve
- Books current every month, ready for your accountant
Illustrative example for a contractor with about 300 transactions a month, not a client result. Your numbers depend on your business, and the free audit estimates them.
Who it's for
Best fit.
- Small businesses of every kind
- Contractors
- Restaurants
- E-commerce
- Professional services
Works with your tools
Nothing to move.
I build around what you already use. Common examples:
- QuickBooks Online
- Xero
- Dext
- Ramp
- Expensify
- Google Drive
Real work
Projects already live.
Pairs well with
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What is bookkeeping automation?
Software and AI handle the repetitive parts of bookkeeping: capturing receipts, entering and categorizing transactions and matching them to your bank feed. A person only reviews and approves.
Can AI do my bookkeeping by itself?
It does the data entry and suggests categories, but a person stays in charge. You or your accountant approve the books, and anything the AI isn't sure about gets flagged instead of guessed.
How accurate is AI categorization?
It follows the rules you set for your vendors, jobs and expense types, and it gets better as you correct it. Anything it can't match with confidence goes to a review list, so nothing gets filed silently.
Does this replace my accountant?
No. It handles the data entry so your accountant can focus on advice and taxes, often at a lower bill.
Does it handle taxes or payroll?
No. Taxes and tax advice stay with your accountant or CPA, and payroll stays with your payroll provider. Clean, current books just make that work faster.
What does it cost?
From $199/mo plus a $750 one-time setup. The final price depends on how many accounts and transactions you have, and you get it in writing after the free audit.
How long does setup take?
It depends on how many accounts you have and how current your books are. You get a timeline in your written plan after the free audit.
What if my books are behind?
They can be caught up first as a one-time cleanup project with our accounting partner, then kept current with automation. Cleanup is quoted separately after the free audit.
Do I need QuickBooks?
No. QuickBooks Online and Xero are the most common, but it works with other accounting software too. If you don't use any yet, I'll help you choose.
Is my financial data secure?
It uses bank-grade connections built into your accounting software, and access stays in your accounts.
Free AI audit
Find out where you're losing customers.
In 30 minutes, we'll find your biggest leaks. You leave with a short written plan: what to fix first, what it costs and what it should pay back. No obligation.