All instructions
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
- 1A bookkeeper you can ask anything, that has already read every invoice, sale, check, bill and pay record in your account.
- 2It answers with your real numbers โ not general advice โ and shows the customers, amounts and dates behind them.
- 3Your figures are read on the server and are never used to train anything.
2. Things worth asking
- 1"Who owes me money right now?"
- 2"Where did my money go last month?"
- 3"Am I doing better than last year?"
- 4"What bills are coming due?"
- 5"What is my biggest expense and can I cut it?"
- 6"How much should I set aside for tax?"
3. When it hands you off
- 1Anything that is a tax or filing decision gets flagged rather than guessed at.
- 2It writes the question out for you, dollar figures included, in a box marked "Ask a licensed accountant".
- 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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