Reminders and cash tracking

AI Bookkeeper: Payment Reminder and Cash Flow Tracking (bookkeeping connection during setup)

Writes payment and collection reminders, summarizes your cash flow, and highlights overdue collections early. (bookkeeper connection setup in progress)

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AI Bookkeeper takes over your business’s reminder and follow-up tasks: who is late on payments, where is the cash going this month, which invoice needs a reminder. It does not replace your financial advisor; it organizes the work sent to them. (bookkeeping connection during setup)

What does AI Bookkeeper do? (bookkeeping connection during setup)

  • Writes the full text of invoice, payment and collection reminder messages; you only approve them (bookkeeping connection in setup)
  • Summarizes income and expenses, monitors your cash flow weekly
  • Sets control points to detect late payments and collection risks early (bookkeeping connection in setup)
  • Does not guess on uncertain processes; asks you a clear question and proceeds accordingly
  • Prepares understandable financial summaries and period comparisons with real numbers at hand
  • Prepares questions you should take to your financial advisor instead of definitive rulings on tax and regulatory matters (bookkeeper connection in setup)

Sample business sentences

It is enough to write in your own words on the panel or WhatsApp. For example: (WhatsApp in pilot)

  • “Generate this month's income-expense summary and cash flow.”
  • “Write a polite reminder message to customers with overdue payments.”
  • “Compare last quarter with this quarter; where are the differences?”
  • “List the VAT questions I will ask my accountant. (bookkeeper connection setup in progress)”

Reminders are ready

Polite but clear message for late payment, advance reminder for upcoming due date: Bookkeeper writes the full text, you approve and send. (bookkeeping connection in setup)

See cash

Collects your income and expenses in a weekly summary, compares with the previous period, highlights unexpected changes.

Price

Included in the Full Team

Employees are not sold separately; all seven come in one package: $500 a month, $250 during the launch period (50% off). Prices →

Frequently asked questions about AI Bookkeeper (bookkeeping connection during setup)

Does it replace my accountant? (bookkeeper connection setup in progress)

No. The Bookkeeper handles recurring follow-ups and reminders; tax and regulatory decisions are your financial advisor’s responsibility. (bookkeeping connection in setup)

Does it make automatic payments?

No. You handle payment and collection transactions. (bookkeeping connection in setup)

Other employees of the team

Let's set up the team for your business.

Let's start with a short meeting; let's select the suitable employees together.