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What the AI Accountant does for you

Ask questions about your own books in plain English and get real figures back, any time of day.

about 4 min to read

1. What it is

  1. 1A bookkeeper you can ask anything, that has already read every invoice, sale, check, bill and pay record in your account.
  2. 2It answers with your real numbers โ€” not general advice โ€” and shows the customers, amounts and dates behind them.
  3. 3Your figures are read on the server and are never used to train anything.

2. Things worth asking

  1. 1"Who owes me money right now?"
  2. 2"Where did my money go last month?"
  3. 3"Am I doing better than last year?"
  4. 4"What bills are coming due?"
  5. 5"What is my biggest expense and can I cut it?"
  6. 6"How much should I set aside for tax?"

3. When it hands you off

  1. 1Anything that is a tax or filing decision gets flagged rather than guessed at.
  2. 2It writes the question out for you, dollar figures included, in a box marked "Ask a licensed accountant".
  3. 3Save it and it joins your Questions for my accountant list, ready to print or email at year end.

Ask it once a week. Most owners find something โ€” an unpaid invoice, a subscription they forgot โ€” within the first few questions.

Brought to you by EZMunny โ€” do all of this automatically, free for 30 days.

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