Bookkeeping Agent
Categorises bank transactions, reconciles statements, tags GL codes, drafts monthly close.
Features
5
Tech
10
Steps
5
Bookkeeping Agent
Capabilities
What this agent does
Every capability is shipped end-to-end — not a feature flag. You get a working slice on day one and we expand from there.
Feature 01
Auto-categorisation
GL coding from transaction descriptions and vendor patterns.
Feature 02
Bank reconciliation
Matches transactions to invoices and statements.
Feature 03
Recurring detection
Identifies subscriptions, payroll, rent automatically.
Feature 04
Anomaly flagging
Surfaces unusual amounts for review.
Feature 05
Monthly close packet
Drafts P&L, balance sheet, cash flow for review.
Stack
10 technologies we use
Production-tested tools chosen for reliability, observability, and developer velocity. Every piece is swappable.
System at a glance
How the agent flows
A simplified view of what comes in, what the agent does with it, and what it produces. Each arrow is observable end-to-end.
Inputs
Agent
Bookkeeping Agent
Plan → tool-call → reflect, with approval gates.
Tools the agent calls
Outputs
Engagement
How we roll it out
A 5-step process from kickoff to handover. Every step has a deliverable you can sign off on.
- 01
Chart of accounts
Map your COA to the agent's categorisation rules.
- 02
Historical training
Learn from 12 months of past bookkeeper decisions.
- 03
Parallel run
Agent + bookkeeper agree on most entries before automation.
- 04
Auto-categorise + review
Bookkeeper now reviews exceptions, not every line.
- 05
Close acceleration
Monthly close drops from 10 days to 3.
Outcomes
What you can expect
Real numbers we see when Bookkeeping Agent ships on top of an actual workflow. Specifics vary with starting baseline, data quality, and scope — but these are the ranges.
Outcome 01
10d → 3d
Close acceleration
Monthly close compresses as bookkeeping moves from manual to exception-based.
Outcome 02
Days → minutes
Invoice cycle time
Per invoice — extraction, matching, routing, posting.
Outcome 03
+12%
Collection rate
Tone-aware, multi-touch dunning sequences outperform manual.
Sample use cases
What this looks like in practice
Three concrete scenarios where teams deploy Bookkeeping Agent today. Your engagement starts with one of these (or your own variant) and expands from there.
AP automation end-to-end
Vendor emails an invoice — extracted, matched to PO, routed for approval based on amount + dept, posted to QuickBooks, paid on terms. Finance reviews exceptions only.
Friendly collections that actually work
Overdue invoices trigger a multi-touch sequence — friendly at 5 days, firm at 30, payment-plan offer at 60 — with tone tuned to your brand.
Live cash forecast
Bank + AR + AP + payroll merged into one weekly cash position with scenarios — CFO sees the runway impact of any decision in seconds.
Typical engagement
From kickoff to live in 4-8 weeks
Most Bookkeeping Agent engagements follow this shape. We give you a firm quote after a 30-minute scoping call, and the price is fixed up-front so you can budget.
2-3 weeks
Pilot
- Discovery + playbook write-up
- Tool design + guardrails
- Eval suite + sandbox deploy
2-4 weeks
Production
- Hardened deploy on your stack
- Observability dashboard + alerts
- Two-week supervised mode
Ongoing
Handover & support
- Runbook + team training
- Monthly tuning + eval review
- Pause or expand any time
Indicative range
$2,500 — $7,500
Full project, scoped + fixed up-front. Includes pilot, production, and 30 days of post-launch support.
Or hire us by the week
from $900/wk
Embedded retainer — best for evolving scopes.
Also in Finance & Operations
Related agents
Often deployed alongside — or instead of — Bookkeeping Agent.
Invoice Processing Agent
Extracts data from incoming invoices, matches to POs, flags discrepancies, posts to accounting.
View detailsExpense Report Agent
Photographed receipts → categorised expenses → policy-checked report → submitted.
View detailsTax Filing Assistant Agent
Collects documents, categorises deductible expenses, prepares draft returns for review.
View detailsAR / Collections Agent
Watches accounts receivable, runs dunning sequences, negotiates payment plans, flags risk early.
View detailsReady to ship Bookkeeping Agent?
Tell us about your data, your tools, and what success looks like. We come back within one business day with a clear plan, price, and timeline.