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// ai bookkeeper · built for you in 7 days

Invoices out on time, overdue accounts chased for you.

Drafts the invoice the day work ships, chases overdue accounts in your voice, and surfaces at-risk payments. Draft-only — no money is ever moved automatically, and bookkeeping stays with your CPA.

Pay only if it works. $0 upfront · live in 7 days · cancel anytime
// the leak it plugs

Invoices that go out late get paid late.

The AI Bookkeeper drafts invoices the day the work’s done and chases the overdue ones for you — it’s not a hire, it’s a team that never lets receivables drift.

same-day
invoice drafted the day work ships
3
firmness levels of AR follow-up
$0
moved automatically — draft-only
// what it handles

Billing and collections, drafted for you.

Overdue detection, three firmness levels, and at-risk flags — while bookkeeping and tax stay with your accountant.

Invoice drafting

Drafts each invoice from your line items the day work ships — issue it as a Stripe link or export to QuickBooks / Xero.

AR follow-up

Drafts gentle → standard → firm chasers for every overdue account, in your voice. Draft-only.

At-risk monitor

Surfaces failed and overdue payments on your dashboard the moment they happen.

// how it works

Five steps, fully automatic. No money moves without you.

1

Work is billed

A job’s done or an engagement is delivered.

2

Invoice drafted

From your line items and terms — you issue it (Stripe link or export).

3

Overdue detected

We watch what’s past due against your terms.

4

AR follow-up drafted

Gentle → standard → firm, in your voice. Draft-only.

5

At-risk surfaced

Failed and overdue payments flagged on the dashboard.

// built to order · 7 days

On the Stripe spine, tuned to your terms.

Light per-client glue on parts we’ve already shipped. From kickoff to live in seven days.

Days 1–3

Validate your accounting tool and terms, build invoice templates, wire Stripe and export.

Days 4–5

Build the AR follow-up sequence and wire your at-risk signals.

Days 6–7

Stand up the finance dashboard, then hand off — live in a week.

// a day in the life

Before vs. after.

Before — the leak

  • Invoices go out whenever someone gets to them — days late.
  • Overdue accounts pile up; chasing them feels rude, so you don’t.
  • You find out a payment failed long after it did.

After — with the team

  • An invoice drafted the day the work ships.
  • Overdue accounts chased politely, in your voice, on schedule.
  • Failed and late payments flagged the moment they happen.
// plugs into the stack you already run
Stripe (invoicing + links) QuickBooks / Xero Your payment processor Your branded dashboard
// the math vs. hiring

A finance desk, without the hire.

No turnover, no ramp, no recruiting cost — an always-on AI workforce that bills on time, every time.

$50–70K
/yr for a bookkeeper + AR clerk
+30%
benefits, taxes, training, overhead
$1,500
/mo · built to order
$ efficio build --finance-team

Have us build your AI Bookkeeper.

The 60-second qualifier routes you to the right tier and books your free audit. We name what we’d build, the workflow we’d ship, and the metric we’ll move — then it’s live in 7 days.

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