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Accounting and bookkeeping
An inbox that answers itself for accounting and bookkeeping
Sorts client documents by client and year, answers status questions, chases missing items.
- 08:14Quote request with three photos. Draft quote built from your price list, waiting for your approval.
- 10:02Supplier invoice arrived. Amount and due date entered, PDF filed under the vendor.
- 15:30Customer asked for opening hours and parking. Answered from your saved answers.
What it does in accounting and bookkeeping
- Sorts mail: reply, quote, file, ignore
- Answers routine questions from your own answers
- Drafts quotes from your price list, waits for your approval
- Pulls names, dates and amounts into your CRM
- Chases unanswered quotes and unpaid invoices
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 gmail, google workspace, microsoft 365, imap, your crm, spreadsheet or booking system.
Guardrails, set on day one
What the AI may promise, what it hands to a person.
Rule
Anything with money in it waits for your approval
Rule
Every reply is logged
Rule
Do-not-contact requests are honored
Rule
A daily spend cap stops the run
Questions
Short answers. Anything else, ask on the contact page and a person replies in a day.
Ask a questionWill it reply to everything on its own?
Only to the categories you allow. The rest waits as drafts.
Does it read my personal email?
No. Only the business mailbox you connect.
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