Automate 75% of monthly bookkeeping. Catch errors before they become problems.
Every accounting firm we've audited has the same hidden cost: monthly bookkeeping close takes 5–7 days per client, of which most is transaction categorization, bank reconciliation, and chasing down exceptions.
At 40+ clients per bookkeeper, the close marathon eats the first two weeks of every month. By the time it's done, the next month's close is already starting. No one has time for advisory work.
An AI agent handles the repetitive 75% of bookkeeping — transaction classification, bank rec, exception flagging — so your team focuses on judgment calls and client conversations.
typical monthly close per client
of transactions are rule-based and automatable
reduction in close time with agent-driven bookkeeping
Each step shows what the agent does autonomously and what your team sees on their end. Human approval gates are marked.
Connects to bank feeds, credit cards, payroll, and POS. Pulls the full month's transactions in under an hour.
Data is staged and ready for review. No manual imports.
Uses vendor patterns, historical rules, and amount ranges. Confidence-scored. Low-confidence transactions routed to human review.
Bookkeeper sees a clean list of exceptions to review — not thousands of line items.
Checks every transaction against the bank record. Flags anything that doesn't tie out.
Rec that used to take 4 hours per account now takes 30 minutes of exception handling.
For transactions the agent can't classify, it drafts a specific question for the client — usually one email with 5–10 items instead of 20 back-and-forth messages.
Client gets a clean, batched request. Bookkeeper reviews and sends.
Pulls the finished ledger into formatted reports. Runs basic sanity checks for unusual variances.
CPA opens a clean, drafted package. Spends time on analysis, not assembly.
Plain-language summary of the month, key variances explained, questions for client attention.
CPA reviews, edits, and sends. Clients get clearer reports, faster.
monthly close time per client
client capacity per bookkeeper
accuracy on auto-categorized transactions
more time for advisory conversations
Tell us where your team is losing time. We'll tell you honestly — whether AI can help, and if so, what we'd build first.
Book your strategy call