Service
Bookkeeping and accounting automation that captures documents and prepares entries for review
Sales, payouts, bills and receipts are captured from your stores, gateways and email, and turned into draft entries. A bookkeeper reviews and approves each posting. The automation prepares the work and does not give tax or accounting advice.
- Built for
- Firms and businesses on cloud accounting software
- Stays human
- Review and posting by a qualified person
- Does not do
- BIR filing, tax advice, payroll computation
- Price
- Request a quote
For teams that retype the same documents into the books
The slow part of bookkeeping is often getting documents into the ledger. That step can be prepared by the system, so the accountant spends time on review.
- Accounting and bookkeeping firms serving many clients
- Ecommerce sellers
- Clinics
- Distributors and service firms using cloud accounting
How it works
Map
Sources and accounts are mapped
Transaction sources and the chart of accounts are mapped with your accountant.
Capture
Documents are captured
Sales, payouts, bills and receipts are captured from stores, gateways and email.
Draft
Draft entries are created
Entries use the agreed accounts and tax codes, and wait for review.
Review
A bookkeeper approves
Nothing is posted until a person has reviewed it.
Remind
Overdue invoices trigger reminders
Reminder messages go to customers by email or chat.
Report
Schedules for month-end
Schedules and reports are prepared for the month-end review.
From a source document to a posted entry
- Bill or sale arrives (Email, store, gateway), Automated
- Details read and checked (AI step + rules), Automated
- Draft entry created (Accounting file), Automated
- Bookkeeper reviews and approves (Review queue), Your staff
- Entry posted, file stored (Ledger + Drive), Automated
- Overdue reminder sent (Email or chat), Automated
What the automation does not do
The automation prepares entries and a qualified person reviews them. It does not give tax or accounting advice.
- BIR requirements such as registered books, official receipts or invoices and CAS registration remain your accountant's responsibility
- It does not file returns, compute payroll or perform audit work
- Financial records are confidential, so access is limited to named users
What we need from you and what we handle
We need from you
- Admin access to your accounting software
- The chart of accounts and tax code rules
- Sample transactions and documents
- The accountant who approves postings
We handle
- Mapping sources, accounts and tax codes with your accountant
- Building the capture and draft-entry steps
- The review queue and approval rules
- Overdue-invoice reminders
- Testing on sample transactions before live use
What a first project includes and what it leaves out
Included
- Up to two transaction sources into one accounting file
- A review queue
- Overdue reminders
- One report
Left out
- BIR filing and tax advice
- Payroll computation and audit work
- Desktop-only accounting software with no connection method
Limits we state plainly
- Local tax tools such as JuanTax and Taxumo have limited or no public connection methods. This is checked per case.
- Source documents are stored in folders you own, with access for named users only.
- Software and gateway fees are billed by the vendors, separately from the build.
Tools and channels involved
QuickBooks Online, Xero, Zoho Books or Odoo as the accounting file. PayMongo, Xendit and PayPal payout data, Shopify or WooCommerce orders, Google Sheets, and n8n to connect them. See the QuickBooks, Odoo, Shopify and Google Sheets integration pages.
What it costs
Cost depends on the scope of the first project and the number of sources.
Accounting automation
Request a quote
Quoted per project after a short review of your channels, volumes and systems.
Request a quoteWhat moves the price
- Number of transaction sources
- Accounting software and its API
- Document types read by AI
- Review and approval rules
- Reports needed
- Support level
Questions we get asked
Which bookkeeping steps can be automated and which need an accountant?
Capture, entry preparation, matching and reminders can be automated. Posting, tax treatment, filings and advice stay with a qualified person.
Does it work with the accounting software we already use?
QuickBooks Online, Xero, Zoho Books and Odoo have connection methods. Desktop-only software usually does not. We check this before scoping.
How are source documents stored?
In a folder in your own cloud storage, linked from each draft entry, with access limited to named users.
Does it replace our accountant?
No. It prepares the work so the accountant reviews instead of retyping.
Next step
Tell us where your documents arrive and where they end up.
Describe your sources, your accounting software and who approves postings. We will say what could be prepared automatically.