Custom AI for Accounting / Bookkeeping

Receipts in, client updates out — automatically.

The tasks AI takes off your plate

  • Extract line items from receipts and invoices.
  • Draft client status updates and reminders.
  • Answer routine client questions from their file.
  • Flag missing documents before deadlines.
Live AI demo · not a mockup

Meet the Client & Documents Assistant

This is a real, working AI agent — the same kind we'd build into your accounting / bookkeeping business to handle the busywork. Tell it what you need, or tap a task below, and watch it work. It can:

  • Extract line items from a receipt or invoice
  • Draft a client status update or reminder
  • Answer a routine client question from their file
  • Flag missing documents before a deadline
  • Explain a statement in plain English
Client & Documents Assistant online · replies in seconds

See it in action — you'll get a clearly-labeled sample of what this assistant could send your customers.

Want one built for your accounting / bookkeeping business?

Ada will sketch it in a minute — then we'll scope it on a free call.