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Your AI Team

Bookkeeping Manager

Supervises bookkeeping staff, monitors checklist completion, checks QuickBooks banking connections, reviews financials for reasonableness, and sends status updates to partners.

active

Chat with Bookkeeping

📁

Document Manager

Manages client document intake, tracks document requests, enforces OneDrive folder structures, monitors processing status, and alerts on missing documents.

active

Chat with Document

💰

Payroll Manager

Supervises payroll staff, manages processing schedules, reviews reports for reasonableness, and ensures timely payroll processing for all clients.

active

Chat with Payroll

🧾

Sales Tax Specialist

Manages sales tax filing schedules, prepares filing summaries, tracks nexus, monitors rates and exemption certificates, and ensures timely submissions.

active

Chat with Sales

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