Bookkeeper
Back-office finance is recording and classifying work: entering invoices, categorizing expenses, reconciling bank statements, chasing receivables, and closing the books each month. Software already did the arithmetic; AI now handles the classification and the exception narration on top of it. Whether the title is bookkeeper, accounts payable (AP) clerk, accounts receivable (AR) clerk, billing specialist, or accounting clerk, the day is the same: keep the books accurate and current. Since 1980, US bookkeeping roles have fallen by roughly 400,000 while accounting roles grew by about 600,000 (NPR Planet Money #606)—technology shifting this work rather than simply erasing it.
Bookkeeping is one of the most commonly outsourced functions in any small business, which makes it a natural fit for the run-it-for-you model. We equip your bookkeeper with AI tools, or operate the function and deliver clean, current books.
- Covers bookkeepers, AP/AR clerks, billing specialists, and accounting clerks
- AP and AR, invoicing, expense categorization, and bank reconciliations
- A monthly close that lands on time and clean financial statements
- Two ways to engage: build it with us, or have us run it
Map the Books
We map your chart of accounts, the recurring transactions, and where entries and reconciliations bottleneck each month.
Automate the Recording
We put AI on the repetitive work: categorizing transactions, matching invoices, flagging exceptions, and drafting the narration behind them.
Equip or Operate
We either equip your bookkeeper with these tools and train them (Augmentation), or run the bookkeeping function and deliver the close (Fractional Staffing).
Keep the Close on Time
AP and AR stay current and the monthly close lands on schedule, with a human reviewing the exceptions that need real judgment.
Common Questions
Bookkeeper, accounts payable (AP) clerk, accounts receivable (AR) clerk, billing specialist, and accounting clerk—plus seasonal tax-prep support. If the role's job is recording and classifying transactions and keeping the books current, it fits here.
The bookkeeper records and reconciles—AP/AR, the monthly close, clean statements. The analyst (service 15) interprets the resulting numbers to inform a decision. One keeps the books accurate; the other turns them into a board deck or forecast.
Your choice. With AI Workforce Augmentation we equip and train the person you already have. With Fractional Staffing we run the function and deliver the close. Bookkeeping is one of the most commonly outsourced SMB functions, so the run-it-for-you model is often the easiest fit.
Our Approach
Software already did the arithmetic; the work left is classification, reconciliation, and exception handling—exactly what AI compresses. We either equip your bookkeeper to close faster, or run the function and deliver clean books—your call on the model.
Two Ways to Engage
Build this capability into your own team, or have our AI-augmented staff run the role for you.
Let our AI-augmented team keep your books and deliver the monthly close.
Have us run itEquip your bookkeeper with AI tools and training.
Build it with usRelated Services
Bookkeeping pairs with Process Automation for the recurring entries and reconciliations, Analytics & Insights once the clean numbers feed reporting, and System Integration to connect your accounting tools to the rest of the business.
System Integration
Connect the tools that make people re-enter lead, customer, job, or order information and check whether it arrived.
Learn MoreProcess Automation
Remove the reminders, copy-paste work, and recurring checks that eat up the week.
Learn MoreAnalytics & Insights
Turn scattered operating data into answers an owner can use before the next problem escalates.
Learn More