AI AUTOMATION AGENT · MEMPHIS, TN
AI Automation for Bookkeeping — Built by an Accountant
I help small businesses, churches, and nonprofits stop wasting hours on receipts, invoices, and data entry. Your books stay accurate. You get your time back.
Still doing this by hand?
These tasks quietly eat 5–15 hours every month. They don’t need to.
Receipts
Typing receipts into QuickBooks one by one.
Unpaid invoices
Chasing clients by email for late payments.
Monthly reports
Building the same report from scratch every month.
Bank transactions
Sorting every transaction into the right category.
What I Automate
Receipt & Expense Capture
Snap or email a receipt. AI reads it and records it in QuickBooks with the right category.
Invoice Follow-Ups
Polite, automatic reminders go out on schedule until the invoice is paid.
Monthly Financial Summaries
A clear income and expense summary lands in your inbox every month.
Donation Tracking
For churches and nonprofits: donations recorded and organized automatically.
Why work with an accountant, not just a tech person?
I’ve spent 13+ years in bookkeeping and accounting. I know how a chart of accounts works, why reconciliation matters, and what your tax preparer needs at year-end.
Every automation I build keeps your books clean — not just fast.
How It Works
1. Free Audit
A 30-minute call. We look at your current process and find the biggest time-wasters.
2. Build
I set up the automation in your own accounts, usually within 1–2 weeks.
3. Train & Support
You get a short video guide, and I keep everything running smoothly.
Find out how many hours you could save.
Book a free 30-minute Automation Audit. No pressure, no jargon.