Owned AI Bookkeeper
Pay about one year of AI-assisted bookkeeping once; own the dedicated bookkeeping machine forever.
Most AI-assisted bookkeepers rent you the service forever. We install the system instead. A dedicated computer runs your bookkeeping routines, pulls source documents, watches bank and payment activity, categorizes transactions, flags exceptions, prepares month-end review packets, and backs everything up to your Drive plus cloud storage. Every change is logged, every source file is retained, and every close produces an auditable package your accountant can inspect. You pay roughly one serious year of AI-assisted bookkeeping, then you own the operating system.
Public AI-assisted bookkeeping services commonly land around $399-$719/mo for serious monthly or daily bookkeeping. This pack is priced once, near a year of service, so you own the system. Tax filing and CPA attestation stay with your accountant.
Best for: Owner-operated companies that want clean, reviewable books without renting a bookkeeping subscription forever.
The automations.
- Dedicated always-on bookkeeping computer with scheduled daily, weekly, and month-end runs
- Bank, card, payroll, ecommerce, invoicing, and payment feed intake, with source-document matching
- AI-assisted transaction categorization with confidence scores, rule memory, and human approval queues
- Exception handling for uncategorized transactions, duplicates, missing receipts, vendor changes, and unusual amounts
- Drive backup plus encrypted cloud backup for source files, exports, run logs, and monthly close packages
- Auditable ledger trail: every import, rule, edit, approval, and exported report is timestamped and retained
- Monthly P&L, balance sheet, cash movement, reconciliation checklist, and accountant handoff packet
- Owner dashboard for open questions, close status, vendor spend, revenue, cash, and recurring bookkeeping issues
What ships.
- Dedicated computer setup plan and install session
- Bookkeeping agent routines, approval queues, and month-end close checklist
- Google Drive folder structure, cloud backup routine, and retention policy
- Source document intake from email, uploads, bank exports, receipts, and invoices
- QuickBooks, Xero, spreadsheet, or accountant-ready export workflow
- Audit log, run log, exception log, and monthly close package templates
- Operator walkthrough, accountant handoff guide, and 45 days of fixes
Order to operating in three steps.
Kickoff.
A working call within one business day of your order: your stack, your catalog or niche, your approval preferences.
Install.
We sanitize and adapt the production system to your business — agent skills, workflows, schedules, and integrations — and wire it to your accounts.
Handover.
A walkthrough of every automation, an operator runbook, and 30 days of fixes while it runs on your real workload.