For Bookkeeping

An AI Digital Worker built for Bookkeeping and Accounting.

Cuts the sub- an hour admin out of your week. Installed inside your existing stack. Your client data never leaves your tenant.

Who this is for

Owners of bookkeeping or accounting firms with 3 to 15 staff.

Built for firms like: Independent bookkeepers · Accounting partnerships · Cloud accounting firms · Small CA / CPA practices · Regional bookkeeping shops

The 11 PM problem

You wanted to be a strategic advisor to your clients. Instead you spend your week chasing receipts, formatting reports, and re-explaining the same answers to the same five questions.

If any of these describe your week, this is built for you:

  • Chasing source documents from clients who keep saying "I will send them tomorrow"
  • Manually formatting monthly reports that should be one click
  • Answering the same client questions over and over
  • Reconciling bank feeds that go stale every other week
  • Onboarding a new client and watching it eat half a partner's day

What we install

A Digital Worker that lives inside your existing tools. No new platform to learn. No more dashboards to log into. Your team works the way they already do, the worker handles the rest.

  • Auto-classifies inbound bank transactions against your client's chart of accounts
  • Drafts the monthly close email with the report attached, ready for partner review
  • Chases missing source docs from clients on a cadence you set
  • Answers the FAQ-shaped client questions in your firm's voice, escalates the rest
  • Turns a new-client onboarding into a guided checklist the client fills in themselves

Where it connects

We wrap your existing tools. We do not rip them out.

What we connect to

  • Your accounting platform: QuickBooks Online, Xero, Sage, FreshBooks
  • Your secure document portal: ShareFile, Hubdoc, your own SFTP
  • Your email and calendar: Microsoft 365 or Google Workspace
  • Your practice management tool if you use one: Karbon, Pixie, Canopy

What we do NOT touch

  • We do not file tax returns. Period. Compliance work stays with the licensed practitioner
  • We do not move money. No payroll runs, no client transfers, no bill-pay execution
  • We do not change journal entries without explicit rules you sign off on
  • Client data never leaves your tenant. Ever
Why this matters. The risk surface stays small. Every integration is read-first, write-only-on-rules. Audit trails come standard. Your existing compliance posture gets stronger, not weaker.
The hard edge
I deploy AI agents inside your stack that never ship your client data outside your tenant. I built like an auditor, not a hackathon. That is the difference between a vendor you can put in front of a CRA reviewer and a vendor you cannot.

What it costs

It depends on what you hand off, so we quote it after we have looked at your week rather than before. What does not change: it is a one-time build, you own everything we make, and the running costs are in your name and paid to the vendors directly, with nothing marked up through us.

Tell us the job you keep pushing to next month and we will tell you what it takes.

Ready to see what this looks like in your firm?

Apply for one of the three founding-cohort spots. The application is short. We respond within one business day.

Book a call