Bookkeeper

Invoices out, reminders at day 3 and day 7, overdue flagged, AR aging in your done feed. A part-time human bookkeeper costs $800-$2,000 a month. Yours runs on Autopilot.

What your Bookkeeper handles

1. 1
   Generates invoices from completed jobs and sends them the same day. No manual data entry.
2. 2
   Sends payment reminders at day 3 and day 7 overdue with escalating firmness, always on-brand.
3. 3
   Flags 14+ day overdue invoices in your done feed with recommended next action (phone call, payment plan, write-off).
4. 4
   Categorizes expenses from your connected accounts. Flags anything outside normal category ranges for your review.
5. 5
   Runs a monthly close and writes a one-paragraph summary: revenue booked, cash collected, AR aging, flagged exceptions.

How it works

Connects to your accounting stack (QuickBooks, Xero, or a simple spreadsheet import via Cowork backup). Reads your completed jobs from the Office Manager, matches them to invoices, sends automatically. You see every action in the done feed and can reverse anything with one tap.