AI Bookkeeping Assistant for Small Business
Month-end in an afternoon.
Upload a CSV export from your bank, card or QuickBooks. The Bookkeeping agent sorts every transaction into categories, flags what looks wrong, and hands you a clean file and a summary your accountant can use.
From $19/mo · $99/mo workspace required
- Looks like shop supplies: matches three earlier Amazon orders
- No receipt yet; asked Ray for it this morning
See it work
Every line sorted, anything odd flagged.
Upload an export from your bank, card or accounting app. The Bookkeeping agent sorts each transaction, flags what looks wrong and hands you a clean file your accountant can use.
An illustration. The names and figures are examples.
What the Bookkeeping agent does
Every charge and deposit sorted into clear categories, with the vendor named.
Duplicate charges, unusual amounts and unclear vendors, listed for you to check.
Money in and out by category, in plain English.
Download the categorized transactions as a spreadsheet.
Pricing
Monthly, on top of the $99 Brainztem Workspace. Change level any month.
~250 transactions sorted per month
For a business just getting going, or trying one agent for the first time.
~600 transactions sorted per month
Fits most small businesses: a full inbox and a steady flow of customers and jobs.
~1,800 transactions sorted per month
For a busy shop or a growing team with high volume in every channel.
Setup: Export transactions from your bank, card or accounting app (CSV).
Questions
Do I have to connect my bank?
No. Export a CSV from your bank, card or accounting app and upload it. Nothing is connected to or changed in your accounts, and it doesn't replace your accountant.
What do I need to set up?
Export transactions from your bank, card or accounting app (CSV). We walk you through it on your onboarding call.
How much does it cost?
Bookkeeping starts at $19 a month on top of the $99 Brainztem Workspace, and $29 a month for a typical small business.
Does anything go out without my approval?
No. Every outgoing email, post, quote, invoice and call script waits in your review queue until you approve it.