Finance AI Back Office organizes bookkeeping prep, collections reminders, and operating summaries so finance admin is easier to review and act on.
Best for
Teams that need cleaner finance admin before accountant review.
One-time setup
$2,500First month
$71710% off$645Then $717/mo
First-time purchases receive 10% off the first month.
Timeline
Most packages launch in 5-10 business days after onboarding and tool access.
Workflow discovery and setup guidance
Configured AI employees with demo-ready workflows
Launch support for your team and operating rhythm
Included agents
AI Bookkeeping Assistant
Prepares clean bookkeeping handoffs without replacing accounting review.
Monthly
$299/mo
$899 setup fee after agent selection.
Invoice & Collections Coordinator
Follows up on unpaid invoices without making the team chase every balance.
Monthly
$199/mo
$899 setup fee after agent selection.
Business Insights Reporter
Converts scattered metrics into a weekly operating brief.
Monthly
$299/mo
$899 setup fee after agent selection.