AGENT 02 · Bookkeeper Agent

AI bookkeeping automation that keeps your books current.

The Bookkeeper Agent sends the invoice when the work is done, follows up until it is paid, captures receipts and bills as they arrive, and keeps your books ready for your accountant. You get your weekends back and a cash picture you can trust.

AGENT 02

Bookkeeper Agent

Invoices, payments, receipts and reconciling.

What the owner approves
  • Which invoices send on their own
  • Reminder timing and wording
  • Anything that moves money
  • Builds and sends invoices from the job or order
  • Sends payment reminders on a schedule
  • Captures receipts and bills from email and photos
  • Matches payments and flags what does not match
  • Sends statements to repeat customers
  • Prepares a clean month end for your accountant
Your agents keep score

It reports what it earned you, in dollars.

WHAT BOOKKEEPER AGENT REPORTSTHIS MONTH
Invoices sent
and how fast after the job
Cash collected
from reminders, in dollars
Hours back
from bookkeeping

Your dashboard shows your own numbers, updated as the agent works.

The math, as a worked example

Worked example · $25 an hour per role · not a quote
RoleWhat it doesHours a month todayMonthly cost todayHours backMonthly savings
AGENT 02 Invoices, payments, receipts and reconciling 80 $2,000 60 $1,500
$18,000 a year in time back, in this worked example.

Worked example only. Hours are illustrative for a small service business, valued at $25 an hour for each role. Your numbers come out of discovery, and every agent we build reports its own results in dollars.

Questions owners ask

Does it replace my accountant?

No. It handles the daily work so your accountant starts with clean books. It does not file taxes or give tax advice.

Can it pay bills?

It prepares bills for payment. Anything that moves money waits for your approval.

Which accounting systems does it work with?

It is built inside the accounting tools you already use wherever they allow it.

Tell us what is eating your week. We'll show you what to automate first.