Every client got a portal, every bookkeeper got an AI
A white-label client portal on QuickBooks, six specialized agents, an AI bookkeeping platform, and a bilingual collections agent.
The situation
Where they started
A bilingual bookkeeping, payroll, and tax firm with client books in QuickBooks Online, spreadsheets, and folders of bank statement PDFs.
What we found
- Clients could not see their own financials without emailing the firm.
- Statements were keyed in by hand, and every categorization rule lived in one bookkeeper's head.
What we built
Piece by piece
- Portal
A white-label client financial portal
KPIs, P&L, cash flow, and accountant reports from QuickBooks Online, gated to closed months.
- AI agent
Six agents, two of which act
One recategorizes in QuickBooks, one delivers client dashboards, and each write is confirmed first.
- Custom app
Statement and check converters
Bank and card PDFs become QuickBooks-ready CSVs that must tie to the penny.
- Custom app
An AI bookkeeping platform
Rules, learned vendor mappings, then AI with a confidence score on every row.
- AI agent
A bilingual collections agent
Drafts English or Spanish follow-ups against true aging. A person sends every message.
- Automation
Scheduled pulls, mailbox scan, daily blog
Statements pulled and split by month, tax notices filed into one digest, a post published daily.
Safety
How it stays safe
- Mandatory two-factor login, encrypted tokens, and a step-up re-check for sensitive actions.
- Agents read freely and write narrowly. Every write is restated, confirmed, and audit-logged.
- A screener checks every message for prompt injection, and AI spend is capped.
Day to day
A normal day
A bookkeeper drops a three-month bank PDF, each month ties to the penny, and most rows arrive categorized with a reason. She reviews the rest, confirms the agent's QuickBooks fix, and sends the client a dashboard.
What changed
What is true today
Capabilities and speed, not dollar figures.
- Clients see closed-month financials in a portal, not weeks later by email.
- Bookkeepers review AI-categorized months instead of keying them.
- Collections drafts wait in English or Spanish, and month-close status sits on one screen.
Try the demos
The same builds, on fictional data
- Live AICustom app
Client financial portal
A white-label portal: clients see KPIs, P&L, reports, and ask an assistant.
Try it - Live AIAI agent
Bookkeeping agent
Finds uncategorized transactions, fixes them with your approval, and sends a client dashboard.
Try it - Live AICustom app
Statement to ledger
Watch a bank statement become categorized transactions, a review queue, and a P&L.
Try it - Live AIAI agent
Collections agent
Drafts a bilingual follow-up, sends it when you approve, and schedules the next.
Try it
Book a call
Want this for your business?
Bring the tools you run on. We will put a plan in writing.