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Accounting and bookkeeping
Someone watching the shop for accounting and bookkeeping
Watches filing deadlines, unreturned organizers and unpaid invoices.
- 03:10Card processor error caught. You were notified, the customer was told to retry in the morning.
- 07:00Morning digest: 41 calls, 18 bookings, 2 invoices paid, one document expiring Friday.
- 13:52Ad spend on track to double the daily budget. Paused, you were asked whether to resume.
What it does in accounting and bookkeeping
- Watches website, phone line, payments and key tools
- Caps daily spend on every paid service
- Spots a quiet phone, a refund spike, a missing report
- One plain message when it matters
- Delivers a short morning digest of yesterday
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 websites, phone systems, payment processors, cloud services, quickbooks, bank feeds, ad accounts.
Guardrails, set on day one
What the AI may promise, what it hands to a person.
Rule
Alerts come with a reason and a next step
Rule
Quiet hours are respected
Rule
Hard caps stop paid services before the bill
Rule
Read only unless you grant an action
Questions
Short answers. Anything else, ask on the contact page and a person replies in a day.
Ask a questionIs this just uptime monitoring?
Uptime is the smallest part. Spend caps and drifting numbers are the point.
How many alerts will I get?
One morning digest. Anything else means something needs you.
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