Services/ Bookkeeping + AI Setup
Bookkeeping + AI Setup
Clean books. Automated reports. One less thing to think about.
Monthly bookkeeping handled by a real human who also builds automation systems. Your books stay current, your reports arrive in your inbox, and your repetitive workflows get eliminated in month one.
Pricing Options
With Xero (recommended)
$605/mo
Best value. We build automation directly into Xero — you benefit from every improvement we make.
With your current system
$705/mo
Stay on QuickBooks or another platform. $100/mo surcharge applies.
Larger organizations
Custom
Organizations with 4+ people or complex needs. Contact us for a quote.
Why Xero? We're building automation and API integrations directly into Xero — which means every improvement we ship benefits you automatically. If you're not on Xero yet, we'll handle the migration.
What's Included
- —Monthly reconciliation
- —P&L and balance sheet delivery
- —Xero or QuickBooks
- —Automated reporting setup
- —One workflow automation included in onboarding month
- —Ongoing retainer options for additional automations
Pricing
Starting at $605/mo
Get Started — Starting at $605/mo →Pricing is for organizations of 1–3 people using Xero. A $100/mo surcharge applies if you prefer to stay on another accounting system. Organizations with 4+ people or complex needs receive custom pricing after a discovery call.
↓ Download service info sheet (PDF)