01 · YOUR DIGITAL EMPLOYEES
Digital employees that do the work.
Not chatbots. Named digital employees with photos, titles, and jobs they own, trained for bookkeepers. They draft, send, book, follow up, and learn your business in your voice, 24/7.
NEWAI FOR BOOKKEEPING PRACTICES
Categorize. Reconcile. Without the chasing.
A trained team of digital employees and custom AI apps that collects receipts, chases missing transactions, and onboards new clients without burning your time.
HadiReceipt Wrangler
MeiOnboarding Specialist
OwenMonth-End Comms
SageAdvisory Upsell
/HOW TO USE AI IN YOUR BOOKKEEPERS BUSINESS
Digital employees. Plus custom AI apps. Built for your bookkeeping business.
Not a chatbot. Trained digital employees plus custom AI apps, shaped to how your bookkeeping business actually works.
02 · CUSTOM AI APPS
AI apps built for your business.
Software used to be for tech companies. Not anymore. Describe what your bookkeepers business needs (a quiz, calculator, intake, portal) and BuildAI builds it. With database, payments, and users included. Your digital employees run it for you.
1 Describe
2 Build
3 Launch
/THE WORK YOU'RE DOING MANUALLY
Every week, the bookkeeping is the easy part.
Receipt collection. Categorization questions. Onboarding new accounts. Month-end status emails.
01Asking clients for receipts and notes~5 hrs / week
02Categorizing "what is this charge?" questions~4 hrs / week
03Onboarding new clients (chart of accounts, app stack)~3 hrs / week
04Sending monthly financial summaries~3 hrs / week
05Quarterly review prep~2 hrs / week
/MEET YOUR DIGITAL EMPLOYEES
Your bookkeeping digital employees. Always asking the right questions.
Four trained digital employees who keep client books clean without you typing the same email a hundred times.
Hadi
Receipt Wrangler
- Asks clients "what was this $238 for?"
- Captures receipts via SMS, email, app
- Drops notes into your QBO / Xero memo
- Categorizes recurring items automatically
Mei
Onboarding Specialist
- Sends engagement and intake forms
- Pulls bank feeds and historical CSVs
- Builds chart of accounts from templates
- Routes new client to your work queue
Owen
Month-End Comms
- Sends monthly P&L summaries by client
- Highlights notable changes vs last month
- Flags cash-flow risks to the owner
- Schedules review calls when needed
Sage
Advisory Upsell
- Identifies clients ready for advisory
- Schedules quarterly tax-plan calls
- Sends 'what we'd do next' nudges
- Drives package upgrades
/CUSTOM APPS · BUILT FOR YOU
Apps that kill the catch-up cycle.
Describe what your firm needs. We build it. Your team runs it.
INTAKE
Receipt Capture App
Clients text a receipt photo with a one-line description. Hadi files it and asks if it's unclear.
yourbooks.com/receipt
Drop in a receipt
Photo📷 Uploaded · Apple Pay $238
What was it?Office chairs from Costco
Category guessOffice supplies
PORTAL
Client Onboarding Portal
New clients connect their bank feeds, pick a plan, and watch the chart-of-accounts build itself.
yourbooks.com/setup
Welcome aboard
Bank feeds connectedDone
Chart of accounts
Historical cleanupUp next
MEMBER
Monthly Books Portal
Each client logs in to see this month's P&L, what we still need, and what's coming.
yourbooks.com/client
March 2026 books
PlanBooks + Advisory
StatusAwaiting 3 receipts
/HOW THEY WORK TOGETHER
From signup to monthly close. Without chasing your own clients.
Your team owns intake, receipts, comms, and advisory upsells so you do the books, not the chasing.
01 · ONBOARDMei
MeiMei pulls historicals and sets up the chart of accounts
02 · RECEIPTHadi
HadiHadi asks for receipts and categorizes ambiguous items
03 · CLOSEOwen
OwenOwen sends month-end summaries with anomalies highlighted
04 · ADVISESage
SageSage spots advisory-ready clients and schedules calls
05 · UPGRADESage
SageClients move from basic books to advisory packages
/HIRE A TEAM. OR HIRE THIS ONE.
The team your books should already have.
QuickBooks, Xero, and Dext keep working. You'd still need humans chasing receipts, sending status, and selling advisory.
Hire the team yourself
Real salaries. Real recruiting. Real onboarding time.
- Bookkeeping Assistant~$42k/yr
- Onboarding Specialist~$48k/yr
- Client Comms / Account Manager~$52k/yr
- Advisory / Senior Bookkeeper~$65k/yr
Plus recruiting + onboarding$207k/year+
VS
Hire your BuildAI team
WORKS WITH YOUR STACKPlugs into the tools you already pay for.
- Hadi · Receipt Wranglerincluded
- Mei · Onboarding Specialistincluded
- Owen · Month-End Commsincluded
- Sage · Advisory Upsellincluded
All four, live in 60sFrom $39/mo
/ WORKS WITH WHAT YOU ALREADY USE
Keeps the tools you already use.
Connect what you want, when you want. Nothing to rebuild, nothing to move over, and you stay in control of what goes out.
Gmail
CalendlyQuickBooks
Xero
Dext
Hubdoc
...and many more. If you use it, chances are we connect to it.
Logos via Logo.dev
/WHAT YOU'LL SHIP
From bank feed to clean books, every month.
Receipts arrive without asking.
Hadi pings clients the moment a transaction needs context, no more month-end backlogs.
Onboarding cut in half.
Mei pulls historicals, sets the chart of accounts, and hands you a clean book to work in.
Advisory revenue rising.
Sage spots clients ready for tax-plan packages and books the call before competitors do.
/ROI MATH
1 advisory upgrade pays for the year.
Avg. advisory monthly retainer$450
BuildAI (1 year)$468
Hours saved / month~30 hrs
Break-even≤ 1 retained client
Your team is 60 seconds away.
No credit card. No contracts. Hire Hadi today and stop chasing receipts by Friday.
NO CREDIT CARD · 60-SECOND SETUP · MADE BY HUMANS