The Roster

Bookkeeper

Snap a receipt, get a category

Hire BookkeeperSee it in a sample business

Included in every plan. Solo from $89/mo plus $99 setup. Extra roles $39/mo.

Plan
Every plan
Setup
A few basic questions
Approval
Nothing sends without your OK
Works in
Email today

See it at work

Examples. Names and numbers are made up.

Snap it, it's sorted
Flags what it can't match (on request)
You check it before it goes (on request)
Month-end, put together (on request)

Reads the receipts you forward or snap and suggests a category from your list, and drafts answers to your accountant's questions, all for your OK. Matching statements and a month-end package are on request.

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What it handles

  • Receipts from photos and emails you forward (statements on request)
  • Sorting expenses into your categories
  • Matching receipts to jobs (on request)
  • A list of charges it can't match (on request)
  • A month-end package for your accountant (on request)

What waits for your OK

  • The month-end package (on request)
  • Every reply to your accountant
  • Any charge it isn't sure about

What it never does

  • Promise a price, date or time you haven't set
  • Spend your money or agree to a charge
  • Pretend to be a person. If asked, it says it's an AI assistant
  • Guess. When it isn't sure, it hands the question to you
  • Pay a bill, move money or give tax advice

How businesses use it

Electrician

Receipts live in the truck until tax time.

Reads each receipt the day you snap it and suggests a category from your list.

Property management

Owner statements need costs by property.

Suggests a category for each repair and vendor receipt. Sorting by property is on request.

Marketing agency

Month-end eats a weekend.

Answers your accountant's questions for your OK. The month-end package is on request.

How it works

Every step, who does it, and where it waits for your OK. Nothing sends without your OK.

See the full workflow
How it works, step by stepTap to enlarge
Diagram of how the Bookkeeper works, step by step. 1, you: forward or snap a receipt by email; 2, the agent: reads it, suggests a category from your list; 3, you: confirm the category; it is kept (on request); 4, you: send your bank and card statements (on request); 5, the agent: matches charges to receipts (on request); 6, the agent: builds the month-end package (on request); 7, you: approve or edit the package (on request); 8, the agent: emails the package to your accountant (on request); 9, the customer: accountant writes back with a question; 10, the agent: drafts an answer, or asks you; 11, you: approve, edit or reject the answer; 12, the agent: sends the approved answer in the thread. Nothing sends without your OK.
When something is offTap to enlarge
Diagram of what the Bookkeeper does when something is off. A charge with no receipt (on request): puts it on your questions list. Not sure which category: asks you, with its best guess and why, in a reply that comes straight back to you. A charge looks doubled (on request): flags it for you. A tax or advice question: drafts a reply that your accountant will answer, held for your OK. A receipt comes from an address we cannot confirm is yours: holds the category reply for your OK instead of sending it straight back.

What you'll provide

Everything it needs to do the job. You add it during setup.

Information

Facts about your business.

  • Your expense categories, or your accountant's listRequired

    So receipts land where your accountant expects.

    Takes about 10 minutes

  • Your bank and card statements each monthOn request

    For matching charges to receipts.

Access

Accounts it connects to.

  • Your business email (Gmail or Google Workspace)Required

    So you can forward receipts and it can send the package.

    Takes about 5 minutes

  • QuickBooksOn request

    QuickBooks connection is on request.

Decisions

Your rules. Email us a change any time and we make it.

  • Your accountant's emailRequired

    Saved as your accountant, never as team, so every reply to your accountant waits for your OK. A month-end package is on request.

    Takes about 2 minutes

  • What always needs your OKRequired

    The default is the package and every reminder.

    Takes about 2 minutes

You never send passwords by email or chat. You enter any login your roles need on a secure page we email you. It goes straight to your own private setup; we never see it. Each role gets its own work account, with its own email and calendar seat, or you invite it the way you'd invite a new employee. You can remove it any time.

After you hire

  1. 1Answer a few basic questions about how the job is done
  2. 2You add the items above during setup
  3. 3It starts in shadow mode: it drafts, you watch
  4. 4It goes live with your OK

Information

Provider
AgentRoster.AI
Category
Money
Plan
Included in every plan. Solo from $89/mo plus $99 setup. Extra roles $39/mo.
Setup
Answer a few basic questions about how the job is done. One-time setup fee $99 to $299 by plan.
Language
English
Works in
Email today
Approval
Nothing sends without your OK
Support
Email hello@agentroster.ai

Your data

  • Kept separate from every other customer's.
  • Never sold. Never used to train AI.
  • Stored in the United States.
  • Deleted within 30 days if you cancel.

Details in our privacy policy and provider list.

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Questions

Does it replace my accountant?

No. It sorts your receipts and drafts answers to your accountant's questions. A month-end package is on request. Taxes, advice and filing stay with your accountant.

How does it see my expenses?

From what you forward: receipt photos, PDFs and emails, sent from your own address to the agent's email. Bank and card statements are on request. You pick the easiest way during setup.

What if it files something wrong?

Every category is a suggestion until you confirm it. If it gets one wrong, reply with the right one. To change a rule for next time, email us in plain words and we update it for you.

Your next hire doesn't need a desk.

Founding rates for the first 50 businesses.

Hire BookkeeperSee pricing