Your Bookkeeper + AI Agents
= Your mini-me
Hover over each side. On the left, what a great Bookkeeper does every day. On the right, what more they can do when they direct AI agents for you.
A great Bookkeeper
Clean, up-to-date books, every month.
- Records and categorizes every transaction
- Resolves exceptions and signs off on reconciliations
- Invoices clients and follows up on payments
- Manages bills and vendor payments
- Closes the books every month
- Gets everything ready for your CPA
Your finance co‑pilot
With AI Conductor training, they also build and run:
- Forecasts your cash flow 13 weeks ahead
- Explains your numbers in a plain-English owner report
- Runs an AI double-check before every close
- Shows the impact of big decisions before you make them
Hover or drag to see both sides
Everything your Bookkeeper can take off your plate
What a great Bookkeeper does, every day
Transactions
Records and categorizes every transaction, so your books are always current.
Reconciliations
Resolves the exceptions and signs off on every bank and credit card reconciliation.
Invoicing and collections
Sends invoices on time and follows up on late payments.
Bills and vendor payments
Keeps bills organized and paid on time, with nothing paid twice.
Receipts and expenses
Tracks receipts and expenses so every dollar has a paper trail.
Payroll support
Prepares payroll data and keeps employee and contractor records straight.
Monthly close
Closes the books every month and delivers your P&L and balance sheet.
Tax-time support
Gets everything organized for your CPA, so tax season is no fire drill.
What else they can build and run
Builds your finance system and SOPs
Turns your month-end checklist and approval rules into a clear system, so AI agents do the first pass and the books close in days, not weeks.
Cash flow forecast
A rolling 13-week view of cash in and out, updated weekly, so you see a tight month coming long before it arrives.
Owner report in plain English
A one-page monthly read in your voice: what changed, why, and what to watch next.
AI double-check and money-leak watch
AI agents match transactions and re-review the books for errors, duplicates, vendor price creep and forgotten subscriptions. The bookkeeper verifies every flag.
Budget vs. actual and KPIs
Margins and profit by client, job or product, not just totals, so you know what really makes money.
What-if scenarios
Shows the cash impact of a new hire, a price change or a new location before you decide.
Collections autopilot
Friendly, personalized payment reminders that go out on schedule and escalate to your bookkeeper when needed.
Lender-ready and tax-ready all year
Statements and documents always organized for your bank or CPA, with open questions flagged for your CPA.
A human in charge, AI agents doing the heavy lifting
You set the goal
Share what you want done, in your words, the way you’d brief a trusted partner.
Your Bookkeeper designs the system
They turn it into clear steps and SOPs, and decide which parts AI agents should handle.
AI agents do the heavy lifting
Research, drafts, reports and repetitive work run in the background.
A human reviews every result
Your Bookkeeper checks the work before it comes to you.
Best for
Growing businesses that want clean books and a clear view of where their money is going, without hiring a full-time accountant or CFO.
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