AI accounting software, and the work it leaves behind
AI accounting software is good at categorizing transactions and reading documents. It does not chase a client for a missing form, follow up on an unsigned proposal or tell you which returns are stuck. That is the work Astra AI's AI team covers.
$2,500 a month · AI running costs billed at cost · cancel any time
What to look for in AI tools for accounting
Works with your existing systems. Keeps one record per client. Lets you approve anything client-facing. Has someone responsible for running it after the demo.
Software plus a team that runs it
Keep the accounting software you like. Astra AI adds the agents around it: intake, documents, deadlines, signatures, billing, and runs them every month.
Price
$2,500 a month, AI billed at cost, cancel any time.
The agents that do this work
- Intake Review AgentCompares the organizer and uploads to last year’s return and lists what looks missing or new.You approve: Your preparer reviews every flag. The agent never enters return data.
- Bookkeeping Prep AgentSuggests categories for bank-feed lines, lists what is uncategorized and prepares reconciliation notes.You approve: Your bookkeeper approves every posting. The agent only suggests.
- Billing and Collections AgentSends invoice reminders and payment links on your rules.You approve: You set the rules. Past-due accounts above your limit go to you.
- Proposal Follow-Up AgentChecks back on unsigned proposals on a schedule you set and stops when signed or declined.You approve: You set the schedule and the wording.
- Owner Briefing AgentOne page each Monday: new leads, proposals out, work in progress, documents missing, overdue invoices.You approve: You read it. No action happens without you.
See all 19 agents on the accounting firms team →
Questions
Do we have to change accounting software?
No. The team works around the software you already use.
What does it cost?
$2,500 a month to design, install and run the team, plus AI running costs at cost.
Can it help with collections?
Yes. The Billing and Collections Agent sends invoices and reminders on a schedule you approve.
Get your AI team
Astra AI designs, installs and runs a done-for-you AI team for accounting firms, on the AI you already use. It starts with a 30-minute call to map your office.