An AI bookkeeping agent that keeps your books reconciled daily
Our bookkeeping agent categorises transactions, reconciles bank feeds against your ledger and flags anything unusual — keeping your accounts continuously up to date instead of a month-end scramble.
Best for: Finance & Accounting
The short version
The bookkeeping agent connects to your bank feeds and accounting system, learns your categorisation rules, and reconciles transactions daily. It matches payments to invoices, codes expenses, queries anything ambiguous, and keeps a clean trail — turning month-end into a quick review.
- Daily bank-feed reconciliation
- Rule-based and learned categorisation
- Payment-to-invoice matching
- Anomaly and duplicate flagging
- Always-current management view
- Clean trail for your accountant
Bookkeeping Agent, step by step.
Connect
It links your bank feeds and accounting ledger securely.
Categorise
It codes transactions using your rules and learns from your corrections.
Reconcile
It matches payments to invoices and reconciles daily, not monthly.
Flag
It queries anything unusual or unmatched for your bookkeeper to confirm.
When the books are only touched at month-end, decisions are made on stale numbers. Continuous reconciliation means the figures are always current.
Connects to your tools
Need something custom? API integrations →
Bookkeeping Agent — FAQs
Does it replace our accountant?
No — it does the repetitive categorisation and reconciliation so your bookkeeper or accountant focuses on review and advice.
How does it learn our rules?
It starts from your existing categorisation and improves each time you correct it, so accuracy climbs quickly.
Is it Making Tax Digital friendly?
It works within MTD-compatible systems like Xero and QuickBooks, keeping your records digital and current.
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Ready to put the Bookkeeping Agent to work?
Book a free consult and we'll scope a supervised pilot for your business — usually live within weeks.