AI for QuickBooks Online
Connect AI to QuickBooks Online to read bills and receipts, suggest categories, flag odd entries and answer money questions. You approve every entry.
Example system
Month-End Close Copilot
Month-end close without the scramble. The copilot runs your checklist, prepares reconciliations, chases missing receipts and drafts notes on what changed, so your bookkeeper reviews instead of hunting.
What is an AI month-end close copilot?
It's a checklist and assistant that works inside your accounting tools. Each month it gathers bank and card activity, lines it up with the books, lists what's missing and drafts short explanations of big changes. A bookkeeper or CPA reviews and closes the month.
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.
Month-end close without the scramble. The copilot runs your checklist, prepares reconciliations, chases missing receipts and drafts notes on what changed, so your bookkeeper reviews instead of hunting.
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
Businesses that close their books every month, and the bookkeepers or CPAs who run the close.
What it connects to
QuickBooks Online or Xero, bank and card feeds, Google Drive, email, a close checklist in Sheets or your task tool.
What the workflow can look like
- On the first business day, the close checklist opens with owners and due dates.
- AI pulls bank and card activity and lines it up against QuickBooks Online or Xero.
- Unmatched items and missing receipts go on a list, with draft requests to the right people.
- AI compares this month with last month and drafts notes on anything that moved a lot.
- Your bookkeeper reviews, adjusts and marks the month closed, and the owner gets a one-page summary.
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 bookkeeper or CPA makes every adjusting entry and closes the period.
- Requests to staff or vendors go out only after you approve them.
- AI never moves money.
What we confirm in your AI Audit
- Your current close steps and how long they take.
- Which bank, card and payroll accounts are involved.
- Who reviews and signs off.
Keep exploring
13-Week Cash Forecast
A rolling 13-week cash forecast built from your books, bills and invoices, updated weekly with plain-English warnings before cash gets tight.
Owner's Plain-English Money Translator
Your P&L, balance sheet and cash flow explained in plain English each month: what changed, why it matters and what to ask your accountant.
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
How long does month-end close take with the copilot?
It depends on volume and how clean the books are. We measure your current close in the AI Audit and set a target from there instead of promising a number.
Does it work with Xero?
Yes. The same approach works with Xero and QuickBooks Online. Other systems are reviewed in the audit.
Who is responsible for the final numbers?
Your bookkeeper or CPA. The copilot prepares and flags, and a person reviews and closes.
Can it help if my books are behind?
Yes, but a catch-up comes first. We scope the catch-up separately, then start the monthly copilot.
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.