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Bookkeeping AI

Bookkeeping AI

Industry
FinTech & Banking
Expertise
Web Application & SaaS
YEAR
2021
Overview

The future of accounting contains expanding AI software services to clients, generating various reports, balancing sheets and decreasing the time spent on manual data input. It also includes the accountant’s ability to integrate those financial functions seamlessly within the day-to-day operations of the businesses they serve.AI accounting has already been handling the initiation of payments and matching purchase orders, automating data entry, and categorizing that data.

Challenges

One of the core tasks of traditional bookkeeping and accounting is manual data entry, which, when done by humans, is slow and prone to mistakes. Leveraging AI enables computers to complete tasks and make simple decisions with greater speed and accuracy than humans.Artificial intelligence can help accountants be more productive and efficient. An 80-90 per cent reduction in the time it takes to do tasks will allow human accountants to be more focused on providing counsel to their clients.

Solution

AI Bookkeeping finance dashboard is unique in the market: It presents customers with real-time insights using AI- and ML-powered automation. AI Bookkeeping Dashboard provides 24/7 access to vital metrics, including your startup’s net burn, cash on hand, operating expenses, and cash zero date, plus other financial data and trends. With most bookkeeping services, you have to specifically request this data and pay for the time it takes to answer your query. With AI Bookkeeping, you can go directly to your dashboard and immediately access the metrics you need at no extra charge.

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AI Bookkeeping
Bookkeeping AI
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About Project

AI Bookkeeping the future of accounting for business

AI Bookkeeping finance dashboard is unique in the market: It presents customers with real-time insights using AI- and ML-powered automation. AI Bookkeeping Dashboard provides 24/7 access to vital metrics, including your startup’s net burn, cash on hand, operating expenses, and cash zero date, plus other financial data and trends. With most bookkeeping services, you have to specifically request this data and pay for the time it takes to answer your query. With AI Bookkeeping, you can go directly to your dashboard and immediately access the metrics you need at no extra charge.

AI Bookkeeping the future of accounting for business
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User interface

Get Ready for Tax Filing

Your Balance Sheet is ready in just two clicks. Plus, you can share any reports, or your entire account for that matter, with your accountant in seconds.

When everything is neatly where it belongs, tax time is simple.

Bookkeeping’s smart dashboard organizes your income, expenses, payments, and invoices.

Bookkeeping’s easy-to-use accounting software can connect your bank accounts, sync your expenses, balance your books, and get you ready for tax time.

Visual design

Bookkeeping Software

More accurate, up-to-date books, expense tracking, cloud accounting, easy to use accounting software for small businesses without all the stress and frustration.

Bookkeeping is top-notch due to its extensive reporting capabilities and highly customizable dashboard.

There are several options, such as collapsible charts and graphs, which allow you to make it as complicated or simple as you’d like.

You’ll have access to standard financial reports that are sent on a monthly basis.

User interface

Accountant-friendly software

Bookkeeping is top-notch due to its extensive reporting capabilities and highly customizable dashboard. There are several options, such as collapsible charts and graphs, which allow you to make it as complicated or simple as you’d like. You’ll have access to standard financial reports that are sent on a monthly basis, such as the balance sheet and statement of cash flows. The onboarding process involves ensuring that your bank accounts are connected to your Bookkeeping software, downloading your statements automatically, and classifying them in QuickBooks.

Accountant-friendly software
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User interface

Send Invoices in Seconds

Send unlimited invoices to any contacts, and track payments when you receive them. Set up recurring invoices, payment reminders to track expenses and receipts per month or whenever you need it. Secure portal with document storage: Bookkeeping adheres to the data security regulations as required by federal compliance agencies, ensuring that your data is safe.

Send Invoices in Seconds
Send Invoices in Seconds
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Intelligent Backoffice

Bookkeeping identifies missing records and asks clients to fill them up

Get rid of unnecessary emails, chats, and phone conversations. The client is automatically notified by Bookkeeping that some records require clarification

Intelligent Backoffice
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Your bookkeeping workflow

Get a single source of the data you need for all of your clients

Bookkeeping gathers all data, analyzes it, and keeps it in one place. In a single dashboard, you can track of all of your clients’ information

Bookkeeping gathers all data
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Your bookkeeping workflow

Your customers fill in all of the required information on their own

There would be no more looking for lost bills, invoices, or transactions purposes. This information is filled out by the client, who is aware of each and every transaction

Your customers fill in all of the required information on their own
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Intelligent Backoffice

Based on the responses of clients, Bookkeeping and classifies records

Client data is processed, and the bookkeeper receives a record with category, or with a document including all extracted data. Forget about manual labor and let Bookkeeping take care of the rest

Bookkeeping and classifies records
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Approved data is synced with Xero and QuickBooks right away

Finally, all records are synced with the accounting software. Without wasting hours on unnecessary communication, searching for invoices or guessing the transaction purpose

Xero and QuickBooks
How it works?
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Design stages
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User Persona
User Persona
User Persona
User Persona
Accounting Automation Superpowers
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