Receipts in, client updates out — automatically.
Not a one-time chatbot — a custom AI you own that pulls line items off a client's shoebox of receipts and answers "where do my books stand?" with the actual ledger state, gains new tools as you grow, and upgrades to each new AI model — so it never goes out of date.
This is a real, working AI agent — the same kind of custom AI we'd build for your accounting / bookkeeping business: yours to own, built around your workflow, and running on your own AI key. The day a better model ships, you point it there — no rebuild.
Tell it what you need, or tap a task below, and watch it work.
See it in action — you'll get a clearly-labeled sample of what this assistant could send your customers.
This is a sample of the kind of artifact the Client & Documents Assistant generates — a concrete output from a real job, not a chatbot reply. Try the live agent ↑ and see it produce one for your own scenario.
Your accounting / bookkeeping build is a custom AI you own — a tireless worker that handles email, files and tasks for you. It doesn't age out the way a one-time chatbot does:
Your prices, policies and process stay locked so it never drifts off-script — the AI engine reading them gets sharper with each new model, so it improves without going off the rails. Why custom never goes out of date →
Drops into your existing website with one secure snippet (no rebuild), managed from your own dashboard. Want us to build the website itself? That's an optional add-on.
Not a chatbot bolted on, and not a one-time build that ages out — a custom AI you own that does real jobs (quoting, booking, drafting, triaging, answering), gains new tools as you need them, learns your business as it runs, and upgrades to each new AI model the day it ships. So it gets sharper without going off the rails.
An optional add-on: we build you a complete, modern website — fast, mobile and SEO-ready, with the agent wired in — or drop the agent into the site you already have. Either way, visitors get answers and you get booked leads, day and night.
We connect the build to the software you already run — calendar, inbox, CRM, accounting, payments and more — so one action updates everything instead of you re-typing it.
A private dashboard to see leads and conversations, edit every word, manage the assistant, and track what's working — with an audit log of who did what. You run it; we keep it running.
When a client's receipts and bank statements show up as a forwarded email thread two weeks before a filing deadline, the back-and-forth drags right through quarter-close. Optionally, we build a firm site where clients drop their documents in one secure place and get a plain-English read on their books back — so "did you get my receipts?" stops being the busy-season soundtrack and the close stops waiting on you to chase the one bank statement that never came.
Every accounting / bookkeeping build ships with these specific tools, tuned to how your trade actually works.
Extracts the line items off the pile of receipts and invoices a client sends — so getting the period’s expenses ready stops being hours of manual entry.
Writes the month-end recap — reconciled through last month, here’s what’s still open — and the reminders that go with it, in your firm’s voice.
Names the exact items holding up a close — the missing bank statement, the unsigned form, the W-9 a vendor owes — and follows up on each.
Translates the line a client doesn’t follow into plain English so the review call isn’t spent decoding their own statements.
The same assistant you can try below — here's the work it takes off your plate.
Extracts the line items off the pile of receipts and invoices a client sends, so getting the period's expenses ready to categorize stops being hours of manual data entry before the books even open.
Writes the month-end recap — reconciled through last month, here's what's still open before we can close the period — and the reminders that go with it, in your firm's voice and ready to send.
Replies to "did my December bank statement post yet?" or "what's my current expense total this quarter?" straight from the client's own file — within scope, no guessing, no advice it can't back up.
Names the exact items holding up a return or a month-end — the missing bank statement, an unsigned 8879, the W-9 a 1099 vendor still owes you — and follows up on each, so year-end isn't a last-week scramble for paper.
Translates the line a client doesn't follow — why owner's draws aren't an expense, what that accrued liability is — into plain English, so the review call isn't spent decoding their own statements.
Asks a new client for the prior-year returns, entity details, and prior bookkeeping you need to open their file, and flags what's still outstanding, so the engagement starts organized instead of arriving in pieces.
We wire the build into the tools you already run, so work flows once — automatically — instead of being re-typed across five tabs.
The line items it extracts flow into the books, so a client's receipts get entered once instead of re-keyed by hand at month-end.
Receipts, bank statements, and a signed 8879 land filed under the right client and period, ready to pull at close instead of buried in a thread.
The missing-bank-statement nudge and the "reconciled through last month" recap go out on their own and get logged against the client's file.
Year-end review and tax-prep calls book against your real availability in the weeks when the calendar has none to spare.
Clients send their receipts and onboarding details through a secure portal, so a return isn't waiting on an attachment you have to go hunting for.
Don’t see yours? If it has an API, we can almost always connect it.
Every build ships with the parts that make AI reliable in a real business — the difference between a demo and software you run on.
We feed it your docs, price book, policies and FAQs, so answers are yours — accurate and specific, not generic AI guesses.
Your logo, colors, voice and domain across the site and the assistant — it looks and sounds like you, not a vendor.
Hosted on secure, managed servers with HTTPS, backups and monitoring, and kept patched — nothing for you to babysit.
It runs on your own AI key, so the day a better model ships you point it there — no rebuild. Your data stays yours — never resold, never used to train someone else's model.
See what's converting and a searchable record of the important actions — leads, changes, logins — so nothing is a black box.
You stay in the loop where it matters, and guardrails keep the assistant on-script, on-brand and in-bounds.
Your numbers, no email needed — then have Ada turn them into a plan.
One build that never needs rebuying — and it gets smarter for free every time the AI models improve. No rebuild bill.
Rough is fine — you can refine on the free consult. Leave a field at 0 if it doesn't apply.
Curious what’s actually in the build? Full feature list → · How the build works · Hosting options · See examples
Whole tasks, not pieces, like client intake, chasing missing documents, and answering routine client questions. It works inside your existing inbox, forms and calendar, not a separate tool to operate.
It is configured on your own services, terminology and process, so it already knows your firm and gives consistent, in-bounds answers, the same correct response every time. See [what you get](/what-you-get).
Yes. You bring your own AI key, so client data stays private, never pooled, resold, or used to train a public model. The assistant runs only on your firm's information.
Ada will sketch it in a minute — then we'll scope it on a free call.
A real, live AI agent · suggestions are estimates, not guarantees.