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Advanced Agents
AI Bookkeeper
Auto-categorizes transactions, reconciles accounts, flags anomalies, and drafts your monthly financial statements.
The problem
Bookkeeping you keep putting off.
Staying on top of categorization and reconciliation is relentless, and falling behind means messy books, surprise tax bills, and no clear view of your cash.
How it works
Set it up once — then it runs itself.
Transactions
Categorized + reconciled
Anomalies flagged
Statements drafted
What you get
What you walk away with.
- Books that stay current automatically
- Anomalies and errors caught early
- Monthly statements drafted for you
- A clear, always-ready view of your finances
Plays well with
Works with the tools you already use.
QuickBooks
Xero
Plaid
Stripe