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Accounting and bookkeeping
Paperwork typed in for accounting and bookkeeping
Reads W-2s, 1099s, statements and receipts into the file, flags missing forms.
- 09:02Intake form scanned. 14 fields entered, insurance card flagged as expired.
- 11:15Job application received. License, certificate and W-9 filed, one signature missing, applicant texted.
- 16:40Twelve vendor invoices from the scanner folder entered, two duplicates caught.
What it does in accounting and bookkeeping
- Reads forms, applications, licenses, insurance cards, invoices
- Types the fields into your system
- Flags expired documents and missing signatures
- Files the original with a clean name
- Warns you 30, 15 and 7 days before something expires
Systems in your office it plugs into
- QuickBooks, Xero, Drake, Lacerte
- Client portals and secure upload
- Engagement letters and organizers
- Bank and card statements
- Deadline calendars
Plus email attachments, upload forms, a scanner folder, google drive, onedrive, dropbox, your own server.
Guardrails, set on day one
What the AI may promise, what it hands to a person.
Rule
Unsure fields go to a person, never guessed
Rule
Originals are kept
Rule
Documents never leave your storage
Rule
Pauses itself if the volume looks wrong
Questions
Short answers. Anything else, ask on the contact page and a person replies in a day.
Ask a questionHow accurate is it?
Print is read almost perfectly. Unclear handwriting is marked for review.
Where do the files go?
Into the storage you already use, by your folder rules.
Is client data safe?
Documents stay in your portal and storage. The AI reads them there and writes into your systems, nothing is copied out.
Your systems stay yours
Nothing to migrate, nothing new to learn. A person is always one step away.
- Week 1: audit
- Weeks 2 and 3: build and test on your cases
- Week 4: live, watched
- Every month: tune