AI bookkeeping and accounts
Receipts read, transactions sorted, invoices chased, and month-end ready for your accountant to check.
See it handle a real job.
What it does
- Reads receipts and bills and files them against the right job or account
- Suggests categories for transactions and flags the odd ones
- Chases overdue invoices and prepares month-end summaries
How it works
It does the sorting and chasing so your bookkeeper or accountant reviews instead of types. Nothing is posted or paid without a person approving it.
When it makes sense
Receipts pile up in a drawer, invoices go unchased, and month-end takes days.
CustomerDid the receipts from this week's jobs get sorted?
Pinn agentYes. I read them and suggested a job and category for each one in QuickBooks. Two need a look before your bookkeeper approves.
Receipts matched to jobs with suggested categories in QuickBooks, waiting for approval
Pinn agentOne supply house receipt has no job on it, and one fuel charge shows up twice. Nothing has been posted.
CustomerThe supply receipt is the Garcia job. The fuel one is a duplicate.
Supply receipt linked to the Garcia job. Duplicate marked for your bookkeeper to confirm
Pinn agentDone. Everything is ready for Lisa to review and approve.
What you get.
- Receipts and bills read and matched to the right job or account
- Suggested categories for transactions, with odd ones flagged
- Polite reminders on overdue invoices, on the schedule you set
- A month-end summary for your bookkeeper or accountant to check
- An approval step, so nothing is posted or paid without a person saying yes
How we set it up.
- 1
Meet your bookkeeper
On the plan review call we learn how your books are kept today, with your bookkeeper or accountant if you have one.
- 2
Set the rules
We agree how receipts are matched, which transactions get flagged, and who approves each step.
- 3
Connect with limited access
We connect QuickBooks or Xero, your email and your document storage, with only the access each job needs.
- 4
Run it alongside your team
Your bookkeeper reviews everything it prepares. We fix what they correct and tune it every month.
What it connects to.
QuickBooks, Xero, your bank feeds through your accounting tool, email and document storage. If a tool you use isn't listed, we check it on the plan review call. See all integrations
Industries it fits.
Teams that use it.
What we measure.
- Receipts and bills read and matched
- Transactions flagged for a person, and why
- Invoice reminders sent, and which invoices were paid after them
- Corrections from your bookkeeper, and what we changed
Questions about the AI bookkeeping and accounts.
Will it replace our bookkeeper or accountant?
No. It does the reading, sorting and chasing. Your bookkeeper or accountant reviews and approves its work.
Can it pay bills or move money?
No. Nothing is posted or paid without a person approving it.
Can it answer tax questions?
No. It doesn't give tax advice. Tax questions go to your accountant.
Where does our financial data go?
It gets only the access each job needs. For records that can't leave the office, it can run on a private server you own.