Month-End Close Copilot
An AI copilot for month-end close: checklist, reconciliation prep, missing-receipt chasing and notes on what changed, ready for your bookkeeper or CPA.
Example system
Bookkeeping Firm Automation Pack
For bookkeeping and accounting firms that want more clients without more late nights. Document requests, transaction prep, close checklists and routine client questions run across every client, with your team reviewing.
How can bookkeeping firms use AI automation?
Firms use it to chase client documents, read statements and receipts, suggest categories, run each client's close checklist and draft answers to routine client questions. The firm keeps its review steps and its client relationships, and the repetitive prep is done before anyone opens the file.
Part of a connected system
This example belongs to AI Ops Infrastructure (from $1,497). It is a possible component of a scoped build, not a standalone micro-service. Larger firms are scoped after the $497 AI Audit.
For bookkeeping and accounting firms that want more clients without more late nights. Document requests, transaction prep, close checklists and routine client questions run across every client, with your team reviewing.
Watch it work: demo video coming soon
Demo video coming soon
A screen-recorded walkthrough of this example system will go here.
No video has been published yet.
Who it's for
Bookkeeping and accounting firms with many small-business clients.
What it connects to
QuickBooks Online Accountant, Xero, client email or portals, Google Drive, a firm dashboard in Sheets.
What the workflow can look like
- Each client gets a monthly checklist and a document request schedule.
- Client uploads and emails are read, named and filed to the right client folder.
- Transactions get suggested categories, and anything unclear becomes a question for the client.
- A firm dashboard shows which clients are ready to close and which are waiting on documents.
- Routine client questions get draft answers for staff to review and send.
Illustrative scenario only. This is not a client case study, a live product demo or a promise of specific results.
What stays in your hands
- Your staff reviews every categorization and every client message.
- Client data stays in your firm's own accounts and tools.
- You choose which clients and services to automate first.
What we confirm in your AI Audit
- Your client count and services.
- Your accounting and practice tools.
- Where your team's hours go today.
Keep exploring
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Company Brain
A private AI assistant that answers staff questions from your own procedures, manuals, price lists and past jobs, in English or Spanish, with sources.
Also part of AI Ops Infrastructure.
Illustrative system designs, not standalone low-price packages or client results. Exact scope is agreed after the audit.
Questions before you start
Will AI replace my staff?
It takes over repetitive prep, not judgment. Firms usually use the time for more clients or advisory work.
Does it work with QuickBooks Online Accountant and Xero?
Yes, those are the most common. Other practice tools are reviewed in the audit.
How is client data protected?
Data stays in your firm's own accounts, access is limited to what each step needs, and we document which tools see what.
Can we start with a few clients?
Yes. A pilot with a handful of clients is the usual start.
Let’s map your system first
The $497 AI Audit maps your tools, priorities and approval points before a build is proposed. Credited toward a build booked within 30 days.