Collect client receipts and documents
Every receipt, bill and statement captured and read automatically, with no retypingBooke AIRECOMMENDED
- Paid
- Beginner friendly
Accountant or bookkeeper
Take on more clients with less busywork
A step-by-step set of AI tools for a small practice or freelance bookkeeper, from collecting receipts to month-end close, client reports and client emails. Most plug into Xero or QuickBooks, so you keep your ledger and remove the typing, matching and chasing.
- 9 steps
- About 4 hours to set up
- 1 Wanted step
Last reviewed Oct 19, 2026 by the RightAgent team
Fit it to you:Picks swap to the alternative that matches.
Categorise and reconcile bank transactions
Bank feeds coded and matched every day, with only the odd items left for you to reviewBooke AIRECOMMENDEDIt codes bank transactions every day in Xero, matches them to documents and flags low-confidence items for your team to review.
- Paid
Chase clients for missing receipts and answers
Missing documents and unclear transactions cleared up without you writing reminder after reminderWANTEDA low-cost agent that works with any ledger, sees each client's missing receipts and uncategorised items, chases the client by email, SMS or WhatsApp, and posts their replies back to the books.
For now: Use the missing-document requests in the practice or bookkeeping software you already have; otherwise ask a general assistant like Claude or ChatGPT to draft a polite reminder that lists the open items.
Process bills and pay suppliers
Supplier bills coded, approved and paid with little manual entryClose the month and explain the changes
Month-end checks done faster, with first-draft notes on what changed and whySend clients reports in plain English
Monthly reports with clear commentary clients actually understand
DigitsRECOMMENDEDIf a client's books are in Digits, its AI builds live reports and KPIs automatically, so you start from a clear report instead of raw figures.
- Paid
- Phone app
Answer tax questions with sources
Fast, cited answers to client tax questions that you can check before replyingChatGPTRECOMMENDEDUse its web search or deep research to get a cited answer to a tax question, then open the sources to confirm. It is a general assistant, not a tax research database, so always check the primary source.
- Free to start
- Phone app
- Beginner friendly
Take notes in client meetings
Every client call transcribed and summarised, with clear action itemsHandle client emails and run your workflow
A shared inbox and task list where AI summarises long threads and drafts replies
FyxerRECOMMENDEDIt sorts your inbox, drafts replies to client emails in your tone and writes up meeting notes, inside Gmail or Outlook.
- Free to start
- Beginner friendly
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Kit ratings help us reorder steps and swap agents.
Questions
No. Dext, Booke AI and Vic.ai connect to the ledger you already use. Only Digits (the Rising pick) replaces your ledger, so try it with a new client first.
Use tools built for accounting, and check their security pages (for example, Blue J lists SOC 2 Type II). Avoid pasting client names or account numbers into free general chatbots, and turn off training on your data wherever a tool lets you.
Start with steps 1 and 2 (document capture and auto-categorisation). They remove the most data entry. Run free trials on 2–3 clients before rolling a tool out to everyone.
Related kits
All kits →What changed
First published version. Nine steps follow a client’s books from collecting receipts and categorising transactions to client reports and emails, with a recommended AI agent and alternatives for most steps. One step is still open for the community to suggest an agent.