AI ACCOUNTANT
A full accountant, attuned to your business.
Everything a strong full-charge accountant does, customized to what your business actually needs.
CPA-backed: CPAs guide how it works and keep it on best practices.
Start your 2-week program
WHAT IT DOES
The whole job, not one task
Every day
- Bank and credit card reconciliation
- Transaction coding
- Bills entered and routed for approval
- Invoices sent and payments applied
- Collections follow-up
Every month
- Month-end close
- Accruals and adjusting entries
- Profit and loss, balance sheet, cash flow
- Payroll journal entries
- Sales tax and 1099 prep
Finds what is missing
- Processes you should have but don’t
- Approval rules and controls
- Compliance gaps
- Missing documents and receipts
- Anything that looks wrong
CUSTOMIZED TO YOU
Built around what you actually need
Matches how you work
Your chart of accounts, your rules, your approvals.
Recommends what is missing
New processes where you have none, explained in plain words.
Guided by CPAs
Best practices set by CPAs and improved every week.
WHAT YOU SEE
Your morning report
Short, plain, and only what needs you.
AI Accountantexample
- 138 bank transactions coded and reconciled
- 9 vendor bills entered and matched
- 2 overdue invoices: reminders sent
- Needs you: a large charge from a new vendor. Approve or flag?
Put the AI Accountant to work for two weeks
Free. Attuned to how you work. You decide on day 14.
Start your 2-week programHow pricing works