Accounting AI automation for the reading and coding behind every close.

Accounting AI automation is software that does the reading and first-pass judgement in bookkeeping and accounting work: extracting data from receipts and invoices, suggesting how transactions should be coded, reviewing reconciliation exceptions, drafting variance commentary and answering client questions from their own books. A bookkeeper or reviewer approves each result. Workflow automation is different: it moves documents and tasks between systems and people.

Tasks that need reading or judgement: pulling data from receipts, invoices and bank statements in any layout, suggesting accounts and classes for transactions that bank rules miss, explaining unmatched reconciliation items, drafting variance commentary, and answering client questions from their ledger. In AI automation for CPA firms, the AI does the first read and a reviewer decides. Tax positions and client advice stay with your staff.

Yes for QuickBooks Online and Xero, which both have public APIs for reading transactions and posting approved entries within what your subscription allows. QuickBooks Desktop is more limited: access goes through local connectors or file exports, which narrows what can run automatically. For other ledgers, and for practice tools such as Karbon, Canopy or TaxDome, we check API access and plan tier during scoping and tell you before quoting if a connection is limited.

It depends on how many tasks are in scope, how much reviewer judgement the AI has to replicate, your monthly document and transaction volume, and whether your ledgers have usable APIs. The AI audit is free and ends with a scoped estimate. Builds are fixed-price against that scope, and ongoing support is a flat monthly fee covering hosting, monitoring, model and API costs, fixes and improvement. We do not bill hourly. Our pricing page explains what moves the number.

It can do the first pass on all three, with a person approving the result. For data entry, AI extracts figures from source documents and proposes entries. For reconciliation, it suggests matches and likely causes for unmatched items. For reporting, it drafts variance commentary from the month's transactions. Staff approve entries, resolve exceptions and edit the commentary, and a person makes every adjusting entry.

Return comes from staff hours moved off data entry and lookups, more consistent coding across bookkeepers, and closes that reach review sooner. How much depends on transaction volume, how messy the source documents are, and how manual the current process is. The free audit measures your current process first, so any estimate uses your numbers rather than an industry average.

Most builds go live in two to three weeks from a defined scope. AI work needs testing against a sample of documents your team has already processed, and firms on QuickBooks Desktop can take longer, which is why we scope before we quote. We usually start with one task for a small group of clients, check the results through a full month-end, and widen from there.

No. AI bookkeeping automation takes over keying and lookups, and bookkeepers and accountants review what it proposes, handle exceptions and talk to clients. Approval of every entry, review of every close, and all tax and advisory judgement stay with your staff. The aim is to move more of their month toward review and client work.

It can be, and we build AI automation for accounting operations with that in mind. We work in your firm's cloud environment where possible, give each workflow least-privilege access to the client data it needs, encrypt data in transit and at rest, log every suggestion and approval, and never train models on client data. Your firm keeps the source code. Obligations to your clients stay with the firm, and we document how the system handles data so you can check it fits.