AI Bookkeeping & Expense Management
Goodbye shoebox of receipts.
Automated expense tracking, receipt capture, smart categorization, and tax-ready reports — books that stay clean all year.
The problem it kills
- ✕Receipts pile up until tax time
- ✕Missed deductions worth thousands
- ✕Accountant charges to untangle the mess
Stop missing $5k–20k in deductions.
What's inside
- Automated Expense Tracking$3,200/yr
- Receipt Scanning & Storage$2,400/yr
- Smart Categorization$3,200/yr
- Tax-Ready Reports$4,900/yr
Your DFY investment: $897/mo — a fraction of the value delivered.
Choose your delivery model
Every plan is priced in USD. Setup + monthly. Cancel anytime.
Self-serve setup. You run it, we hand you the keys.
We build, you co-pilot. Shared implementation.
Done-for-you. We build it and run it. Fully managed.
30-Day Implementation Guarantee — if your Done-For-You system isn't live within 30 days, we cover your first month.
Frequently Asked Questions
How fast can this go live?
Done-For-You deployments are live within 30 days — backed by our guarantee: if it isn't, we cover your first month.
Is it compliant for my industry?
Yes. HIPAA, SOC 2, SEC/FINRA, TCPA & CCPA aware by design. We scope the right controls for your vertical before anything goes live.
Do you integrate with our existing tools?
We connect to your CRM, phone system, and stack. Tell us what you run and we map the integration in the assessment.
Built for
Get your plan
Answer a few questions and we'll scope this to your business — free.
Or book a paid deep-dive audit →