Bookkeepers · Controllers · Payroll administrators
AI for finance, accounting and payroll teams
Small finance teams are often one or two people carrying month-end, payroll and reporting from memory. We automate the mechanical steps and write the rules down, so the close is faster and does not depend on one person being in the office.
Schedule a discovery callWhere the hours go
Reconciliation by hand
Exports from payroll, accounting and operations are matched line by line in spreadsheets every month.
Errors found after they post
Duplicate IDs, placeholder values and outdated distribution lists are caught late, if at all.
Knowledge in one head
Report rules, recipients and exceptions live in one person’s memory, so a sick day stalls the close.
Consulting
What we build.
Every engagement starts from your actual workflows and is quoted as a fixed scope after a 30-minute call. These are the systems we build most often in this field.
- Reconciliations between payroll, accounting and operational exports
- Exception checks that flag problems before they post
- Management reports with their rules and recipients documented in one place
- Variance explanations drafted from report data for a person to review
Financial and employee data stay in your systems. We define what may be used with which tool before any build starts, and restricted data never goes into a practice or test file.
Training, sold separately
AI for Finance, Accounting and Payroll Teams
AI assistants and agents applied to reconciliation, management reporting and month-end in a small finance function. Ten live hours, $3,000 per trainee. Approved for Massachusetts Workforce Training Fund Express, which reimburses eligible employers with 100 or fewer Massachusetts employees 100% of the course.
Questions
- Does this work with QuickBooks?
- Yes. Most of our work connects directly to the accounting and payroll systems small businesses already use, QuickBooks included.
- Who checks the numbers?
- A person, always. The automations do the matching and flag exceptions; your team reviews and approves before anything posts.
- Can our bookkeeper learn this?
- Yes. Our AI for Finance, Accounting and Payroll Teams course teaches reconciliation, reporting and exception checks on sample files. It needs comfort with Excel, not programming.