AI for accounting firms and accountants, built on your own tools
We build custom AI for accounting, bookkeeping and CPA firms: an agent that codes transactions, reads invoices and receipts, chases missing client documents and prepares month-end work for review. Your accountants approve everything. We start with a free pilot on your real files.
免费试点，之后再商定价格。
What we build for accounting firms
- AI bookkeeping in your ledgerSuggests categories for bank transactions in QuickBooks, Xero or the ledger you use, based on your rules and past entries, and leaves the unclear ones for a person.
- AI invoice processingReads supplier invoices and receipts from e-mail or a shared folder, pulls out supplier, dates, amounts and tax, and prepares the entries for approval.
- Client document chasingTracks what each client still owes you for month-end or tax season, sends polite reminders from your templates and files what comes back in the right folder.
- Review prep and routine client questionsFlags unusual entries and missing data before the month-end review, and drafts answers to routine client questions from your notes and the client’s file.
如何运作
- 你描述问题几句话就够：给谁用、需要实现什么。
- 我们联系你团队会在聊天和邮件中回复，必要时会提问。
- 免费试点我们基于你的真实场景做出第一版。合适的话再商定价格。
常见问题
Which accounting software does it work with?
We build on the tools you already use: QuickBooks, Xero, Excel or Google Sheets, a shared inbox and your document folders, with ChatGPT or Claude underneath where it fits. If your setup is different, describe it and we tell you honestly what is possible before the pilot.
Who is responsible for the numbers?
Your firm. The agent prepares and suggests; postings, filings and anything sent to a client are approved by a person. We set it up to flag what it is unsure about instead of guessing, and it does not give tax advice.
How is this different from AI accounting software?
Software gives everyone the same features. We build one agent for your firm’s own workflow, starting with a free pilot on your real files, and it then runs on a KissMySkills subscription. No retainer, no hours billed. If you only want help setting up Claude or ChatGPT for your team, book a 1:1 setup call ($99).
Ready-made skills for your own Claude: Claude for accountants → · AI invoice processing → · AI automation → · 全部定制 AI 解决方案 →