AI bookkeeping: the prep and the chasing, handled
The slow part of bookkeeping is getting what you need from clients: statements, receipts, answers to "what was this charge". AI can ask, remind and organize so your bookkeepers start each month ready.
$2,500 a month · AI running costs billed at cost · cancel any time
What the agents do
The Bookkeeping Prep Agent gathers and organizes what is needed. The Document Chase Agent follows up on missing statements. The Client Question Agent asks clients about unclear items and records the answers.
Your bookkeepers stay in control
Every entry is reviewed by your team. The agents prepare; people post.
Run for you
$2,500 a month, AI billed at cost, cancel any time.
The agents that do this work
- 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.
- Document Chase AgentChases missing W-2s, 1099s, K-1s and receipts by text, email and portal, and stops when the item arrives.You approve: Staff takes over after three tries. You set the tone.
- Client Question AgentAnswers "what do you still need" and "what is my status" from the firm’s own notes in MIND, day or night.You approve: Any tax-advice question goes to staff. You review transcripts weekly.
- 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.
See all 19 agents on the accounting firms team →
Questions
Can AI do bookkeeping?
It can do the prep, the chasing and the reminders. A person still reviews and posts the work.
Is this for a firm or for my own business?
For accounting and bookkeeping firms that serve clients.
Does it work with our ledger software?
It works with the systems you already use; connection depth is scoped on the first call.
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.