Clean books. Bills sent on time. No shoebox.
Your AI Accounting staff prepares invoices, sorts receipts and keeps your records tidy. Your accountant gets clean books, and you get paid faster.
Free to try for 90 days when you start with SEO or GEO. Keep it only if you love it.
Sound familiar?
Invoice details wait in your notes while you chase the next job. Payments come in late, and tax time is a scramble.
Invoices are drafted on time and records are sorted and ready for your accountant to review.
You stay in charge. An authorized person reviews accounting, tax, posting and payments.
What it does for you
Five jobs, done the same way every time, by your rules.
Drafts invoices
Prepares invoices from finished jobs and orders.
Chases late payments
Lines up friendly reminders for unpaid bills.
Sorts expenses
Matches receipts and expenses to the right category.
Keeps records tidy
Keeps your books organized all year, not just at tax time.
Shows the numbers
Explains money in and money out in plain words.
Simple. Three steps.
Connect your accounts
We check which accounting connections are ready during setup.
Set the rules
Decide what it can prepare and who reviews it.
Review and approve
An authorized person checks and approves, and the books stay clean.
Teach your Accounting Automation staff a new skill
Add an upgrade any time for a small monthly fee. Upgrades are paid add-ons and aren’t part of the free 90 days.
AI Payments
Text-to-pay links, payment links during calls and friendly reminders for unpaid bills, so money comes in faster.
Monthly add-on fee
Works even better with its teammates
Your AI staff pass work to each other, so nothing drops between jobs.
Set it up your way
- Easy step-by-step setup guide
- Free for 90 days when you start with SEO or GEO
- Keep it after 90 days on a monthly plan, or drop it
- Our experts do the setup with you
- We connect the tools that are ready
- Working sooner, with less effort
Questions people ask
Does it replace my accountant?
No. It does the busy work so your accountant spends time on advice, not sorting receipts. Tax and accounting decisions stay with qualified people.
Can it send invoices to customers?
It drafts them. Sending follows your approval and rules.
Will it move money?
No. Payments and transfers always need a person.
Is my financial data safe?
Access is limited to the accounts you connect and the people you choose.
How much does it cost?
It’s free for 90 days when you start with SEO or GEO. After that, keep it on a monthly plan only if you want to.
Can I set it up myself?
Yes. Do-it-yourself setup with our step-by-step guide is always free. If you prefer, our experts can set it up for a one-time fee.
Your competitors are turning on AI. Will you be first, or left behind?
Start with SEO or GEO today. Your other 19 AI staff work free for 90 days. Keep only the ones you love.