Sound Familiar?
Your bookkeeping practice is growing, but so is the chaos. Every new client means weeks of back-and-forth collecting bank statements, receipts, and access credentials. You send the same onboarding email five times before clients finally respond with half of what you need. Meanwhile, existing clients call with questions about their numbers while you're reconciling accounts for someone else. The phone rings during focused work, breaking your concentration on complex reconciliations. Clients email receipts in every format imaginable, and you spend hours organizing what should take minutes. Month-end closes pile up because you're still chasing documents from clients who promised them two weeks ago. You've tried project management software, but clients don't log in. You've tried automated reminders, but they lack the personal touch that gets results. Your practice could handle twice the clients if you weren't drowning in administrative tasks that have nothing to do with actual bookkeeping.
AI agents that work for you 24/7.
Client Onboarding Agent
Guides new clients through your entire onboarding process step by step. Collects business information, requests software access credentials, and ensures all required documents are submitted before you begin work. Reduces onboarding time from weeks to days.
Document Collection Agent
Sends persistent, friendly reminders for missing bank statements, receipts, and financial documents. Tracks what has been received and escalates follow-ups automatically. Gets documents in your hands before month-end crunch hits.
Scheduling & Inquiry Agent
Books client meetings based on your real availability. Answers common questions about timelines, deliverables, and processes. Handles calls while you focus on reconciliations without interruption.
See it in action.
Here's what changes when AI agents handle your bookkeeping practice communications:
Before you open your laptop, your agent has already sent document reminders to three clients with outstanding receipts. One client responds with everything you need before your first coffee.
A new client inquiry comes in. Your agent qualifies them, explains your services and pricing, and schedules an onboarding call for Thursday afternoon.
While you're deep in a complex reconciliation, two clients call with questions. Your agent answers both without interrupting your work.
Your agent sends the third reminder to a client whose bank statements are holding up their month-end close. They finally upload the documents within the hour.
A prospective client texts asking about your bookkeeping packages. Your agent explains options, answers questions, and books a discovery call.
After hours, a client remembers they forgot to send last month's receipts. They text your business number and your agent confirms receipt and thanks them.
Every document chased down. Every inquiry answered. Every appointment scheduled. All while you focus on the bookkeeping work that actually requires your expertise.
Everything you need. Nothing you don't.
Automated Onboarding
New clients complete intake forms and submit documents through a guided process. No more endless email chains.
Document Reminders
Persistent, friendly follow-ups for missing statements and receipts. Escalating urgency as deadlines approach.
Client Scheduling
Clients book meetings based on your real-time availability. Automatic confirmations and reminders reduce no-shows.
QuickBooks Integration
Works alongside QuickBooks, Xero, and FreshBooks. Your agent knows your clients and their status.
Inquiry Handling
Common questions about timelines, deliverables, and processes answered instantly without interrupting your work.
Month-End Preparation
Proactive outreach ensures clients submit documents before close deadlines. No more last-minute scrambles.
Get started in minutes.
Connect Your Tools
Link your scheduling system and accounting software. Your agent sees your availability and client information.
Define Your Process
Tell your agent what documents you need, your onboarding steps, and your communication preferences.
Activate Client Communications
Clients reach your agent via phone, text, or email. They get instant, professional responses.
Focus on Bookkeeping
Administrative tasks happen automatically. You spend your time on work that requires your expertise.
“I used to spend ten hours a week chasing documents and answering the same questions. Now my AI agent handles all of that. I've taken on eight new clients without adding staff or working more hours.”
Michelle
Owner,Clarity Bookkeeping Services
Pick your server. We handle the rest.
Starter
2 vCPU · 2 GB RAM · 20 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- Management dashboard
- Email support
Pro
2 vCPU · 4 GB RAM · 50 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- More RAM & storage
- Priority support
Business
4 vCPU · 8 GB RAM · 100 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- High-performance server
- Dedicated support
Common questions.
Your agent connects to QuickBooks Online to see client lists and basic status information. It uses this context to provide accurate answers and personalized follow-ups.
Your agent handles common procedural questions about timelines and deliverables. Technical accounting questions are routed to you with full context.
Documents are collected through secure channels and stored according to your preferences. All data is encrypted and access is logged.
Plans start at $49/month for your dedicated AI agent server. AI model usage is billed based on interactions. Most bookkeeping practices spend $75-125/month total.
Most bookkeepers are up and running in a few hours. Connect your tools, define your process, and your agent is ready to help clients.
Explore more ways AI can help.
Ready to deploy?
Pick a plan, connect your AI provider, and have your agent running in minutes.