Invoices, bank transactions and supporting documents should help you understand your business. Our agentic bookkeeping service combines AI-assisted processing with human review to organize those records and support consistent bookkeeping.

How the service works

We begin by understanding your business, reporting period and existing records. You provide sales documents, purchase invoices, bank statements and any relevant explanations through an agreed channel. AI-assisted processing helps extract and organize the information. Proposed classifications and entries are reviewed, and unclear items are raised with you before completion.

For accountants: 

Help organizing client records and preparing bookkeeping information for your review. Agree the required categories, reports and file formats before work begins.
For companies: 

Keep income, spending and supporting documents organized so you can see what needs attention.
For e-commerce businesses: 

Bring together marketplace activity, payment processor records and bank transactions. Agree how sales, fees, refunds and settlements should be recorded so amounts are not counted twice.
For investors: 

Organize investment transaction records and supporting statements. Where historical costs or other information are missing, we identify the gaps rather than assume values. This service does not include investment recommendations.

What to provide

Tell us your entity type, reporting period, approximate monthly transaction volume, currencies, number of bank or payment accounts and whether you have existing bookkeeping records. We will confirm the documents and outputs needed for your particular assignment.

Questions we are often asked

Is the process fully automatic? 

No. AI assists with processing; human review and clarification remain part of the workflow.
Can you work with existing records? 

Yes, we can discuss your current files and agree a suitable starting point and transfer format.
Does bookkeeping include tax filings?

 Tax return preparation, filing and payroll are not included unless expressly agreed separately.
How much does it cost? 

Fees depend on volume, complexity, record quality and agreed scope. Request a tailored quotation.

An example is that 100 invoices with the additional bank transactions estimate cost is 30 USD monthly.