AI Accounting and Close Automation
Close your books faster, and for less, with AI
Most small businesses still pay people to key, code and reconcile transactions by hand, and the books still close weeks after the month ends. AI can now do much of that work: categorizing transactions, matching bank activity, drafting invoices, and flagging what looks wrong.
I've automated the monthly close and many day-to-day transaction processes with AI, and the savings are significant. I'm a CPA and a Certified Internal Auditor, so controls come first: AI handles the volume, and a person reviews what matters.
AI close and process automation
1. Map it. We walk through your month-end close and your highest-volume work: payables, receivables, bank reconciliations, and transaction coding. You see where the hours and dollars actually go.
2. Automate it. I set up AI tools, such as Claude connected to QuickBooks Online, to handle what's safe to automate, and keep review and approval controls on what isn't.
3. Hand it off. You or your team get a written close checklist and reusable prompts, so the process keeps running after I step back.
The benefit: a close measured in days instead of weeks, a smaller bookkeeping bill, and books you can ask questions of in plain English, any time. Every engagement is scoped to your business and quoted up front.
The book: Fire Your Bookkeeper
Run Your Own QuickBooks with AI, Save Thousands a Year, and Finally Understand the Story Your Numbers Tell. Written with David Sladek, it's a plain-English, step-by-step guide to connecting Claude to QuickBooks Online, with prompts you can copy and an honest list of what AI can't do.
Want to do it yourself? Start with the book. Want it done for you? Book a free review call above.
Read The Fractional CFO Playbook Free
Get the Introduction and the full 90-Day Plan to Clarity: the step-by-step plan for going from flying blind to seeing your numbers clearly. Free, from the author.