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Automate invoicing for every tax return, bookkeeping engagement, and advisory service. Chase payments, track engagements, and keep your books spotless.
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No more digging through accounting software or spreadsheets. Just ask your AI billing agent in plain English.
Use one of the most common prompts below or use your own to begin
Real-time visibility into every engagement invoice, retainer balance, and payment across your practice.
4,267
Invoices Sent
3,987
Payments Received
$52,400
Outstanding
$11,200
Overdue
96.4%
Collection Rate
Status
Client
Amount
When
Recent Payment Received
$4,200
1 hour ago
New Invoice Generated
$3,500
3 hours ago
Outstanding Balance
$2,800
5 days ago
Retainer Payment
$5,000
1 day ago
Service Invoice
$1,750
4 hours ago
From fixed-fee tax returns to hourly advisory work and recurring bookkeeping, your AI handles all billing complexity.
The moment an engagement wraps, AI generates the invoice with correct fees, hours, and expenses — and sends it to the client.
AI sends polite reminders via text and email. Your team never makes an awkward collection call again.
Clients pay from their phone via invoice link. Credit card, ACH, or installment. All in one clean page.
See exactly how much each service generates — tax prep vs. bookkeeping vs. advisory — with real-time dashboards.
Set up monthly bookkeeping and quarterly tax estimates that auto-bill. AI handles failed payments automatically.
AI tracks billable hours, WIP balances, and realization rates to maximize your firm's profitability.
Every invoice you forget to send, every payment you forget to chase — it all adds up to lost revenue.
of accounting firms say billing and collections during tax season is their biggest operational headache
average revenue lost per year from unbilled work and untracked time
average time accounting firms wait to collect outstanding invoices without automated follow-up
of invoices are paid late when no automated reminder is sent within 48 hours
Quick and simple setup. Connect your tools, import your data, and your AI billing manager starts working today.
Sync with QuickBooks, Xero, FreshBooks, or your practice management software in minutes. No coding required.
Bring in your client list, engagement letters, and billing templates. We handle the migration.
Your AI billing manager starts generating and sending invoices from day one. Zero downtime.
Join hundreds of accounting firms using AI to automate invoicing, collect payments faster, and eliminate billing headaches.