AI Employee
Bookkeeper
A digital bookkeeper that keeps your finances tidy: categorization, invoice workflows, expense prep, and clear reporting — with human review where required.
What it does
- Categorizes transactions and flags anomalies
- Prepares invoices and payment reminders
- Generates weekly summaries (cashflow, payables, receivables)
- Collects receipts and maps them to transactions
- Preps month‑end close tasks for your accountant
Best for
- Owners doing “quick and messy” bookkeeping
- Teams that need clean weekly visibility
- Businesses with lots of transactions and receipts
- Agencies/services with recurring invoicing
Note: This is operational support, not tax advice. We design workflows so sensitive actions require approval and human review.
Outcomes
Clean books without the Monday tax.
Built around reporting cadence and controlled automation.
Time saved
5–15h/wk
Less admin work, fewer end‑of‑month scrambles.
Reporting
Weekly
Clean summaries and flags so nothing gets missed.
Close prep
Faster
Organized docs and categorization that keeps books current.
Integrations
Accounting tools + payments + receipts.
Guardrails
- Approval gates for vendor payments and refunds
- Audit logs for every categorization and edit
- Exception reporting for anomalies
- Least‑privilege access to financial systems
Want weekly financial clarity?
We’ll map your bookkeeping workflow and automate the repetitive parts first.