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Use case · Bookkeeping practices

More clients per bookkeeper.

Categorisation and reconciliation eat most of the month. Agents do the daily work and flag only what needs a human.

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The problem today
×Manual categorisation every month
×Month-end crunch
×Receipts missing for card spend
The outcome Each bookkeeper serves more clients with cleaner books. Talk to us about this
How it runs

Step by step.

1
Bank feeds categorised daily
2
Bills read and matched to POs
3
Missing receipts requested automatically
4
Month-end close reviewed, not rebuilt

The agents involved

Bookkeeping agentCategorises and reconciles transactions every day.Explore this agent →
Invoice agentProcesses bills and chases receivables end to end.Explore this agent →
Document chaser agentCollects receipts, statements and tax documents without the back-and-forth.Explore this agent →
More use cases
Accounting firms →SMB finance teams →Fractional CFOs →Tax preparation firms →Payroll providers →Wealth & financial advisers →

Spreading the month-end workload

Bookkeeping practices carry a particular rhythm: quiet early in the month, frantic at the end. Much of that is because categorisation waits for the books to be 'ready', when the data has been sitting in the bank feed for weeks. The bookkeeping agent works through the feed daily and learns each client's rules, which spreads the effort across the month. Your bookkeepers spend their time on flagged items, missing receipts and the judgement calls that need a person.

The practice also gets a clearer view of its own work. When flagged items are counted each month, you can see which clients create the most review effort and why. Sometimes the cause is a missing receipt habit, and sometimes it is an unusual supplier. Either way, you can talk to the client about it with evidence.

Taking on more clients carefully

More clients per bookkeeper only works if quality holds, so growth should be staged. A staged approach protects quality and keeps the team confident, because each step is checked before the next one begins. Start small, then widen the group.

  • Start with clients whose books are already tidy
  • Review flagged items daily at first
  • Add the document chaser agent for missing receipts
  • Move more clients over as rules settle

Signs this will not help much

Practices whose clients mostly run on cash and paper will see less benefit until receipts are digital. Clients with years of unreconciled history need a clean-up first, led by your accountants. Track flagged items per client, review time and repeat corrections. Those show whether capacity is genuinely growing.

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