AP inbox with AI bill reading
The AI reads the PDF: vendor, invoice number, dates, lines and accounts. It checks QuickBooks for the same invoice before you post, and a reply in the same email thread never becomes a second bill.
AP in detail →
For bookkeeping & accounting firms
Your books, on autopilot.
Vendor bills come in by email and the AI reads them. Your team reviews, the client approves, and the bill goes to QuickBooks Online or Desktop. Close checklists, the client portal, AP aging, cash flow and an AI agent that works in QuickBooks with your OK, all in one app.
Works with QuickBooks Online and QuickBooks Desktop.
Accounts payable
From the vendor’s email to QuickBooks, with a person on every bill.
Connect each client’s billing mailbox. Only emails in its Inbox come in. The AI reads every invoice; nothing reaches QuickBooks until someone on your team approves it.
QuickBooks Online and Desktop
Online connects in two clicks. Desktop syncs through the QuickBooks Web Connector, a full sync on every run. One QuickBooks company per client, so books never mix.
QuickBooks in detail →AP report and aging
What each client owes, by vendor and by age, straight from QuickBooks: open bills, item receipts and unused credits, so it matches the vendor balance in QuickBooks.
The AP report →Vendor statement reconciliation
Upload a vendor’s statement or pick the one they emailed. Every line is matched with QuickBooks: matched, amount differs, only on the statement, only in QuickBooks, and the gap.
Reconciliation →Vendor priorities and notes
Mark vendors High priority or Don’t pay, and keep notes that sync with the vendor’s notes in QuickBooks. Reminders and statements from each vendor are counted for the last 30 days.
Vendors →Mailboxes and Gmail
Read and answer clients’ email in the Inbox without leaving the app. Replies go out from the client’s own mailbox. Emails that need work become tasks.
The Inbox →
The rest of the month
Everything your team touches at month-end, in one app.
Tasks and close checklists
Each client is a project with recurring month-end checklists, assignees, comments and attachments, in list, board or calendar view.
Tasks →Client to-dos
Ask the client for anything from any task. It lands in their portal; their answer and files show up right in your task.
Client to-dos →Cash flow dashboard
Bank and card balances next to what’s owed by priority, and what’s left after paying it. Share it with the client in their portal, or keep it for the firm.
Cash flow →Client portal
Clients approve bills, see what they owe and their AP aging, answer to-dos, download reports and ask the bookkeeper. They only ever see their own company.
See the portal →Client onboarding
An intake form, a template that creates and assigns the setup tasks, a checklist from engagement letter to kickoff call, and a clean close-out when the client is live.
Onboarding →Team, roles and workload
Invite staff with roles, choose which clients each person sees, and balance the work with the team workload view.
Team →Sales and leads
Leads, follow-ups and a pipeline with monthly and one-time fees, for growing your own firm.
Sales →Skills library
Write how your firm checks a close, codes a vendor or converts an item receipt. Turn each skill on for the clients it fits.
Skills →AI usage per employee
Every AI call is priced and recorded by person and feature, so you see what the AI costs each month and who uses it.
AI costs →
AI agent
Ask it anything about your clients. Hand it the busywork.
The AI agent searches your clients’ tasks, bills, vendors, emails and QuickBooks, reads the files you attach, and does the work you give it.
- Real work, logged. It makes tasks, asks clients for what’s missing, adds notes and sets vendor priorities, as you, on the clients you can access.
- QuickBooks only with your OK. It can enter, change or void a transaction in QuickBooks Online or Desktop, but it first shows exactly what it will do and waits for you to press Confirm.
- A second reviewer every month. The Close Agent checks each client’s books against your own instructions and turns what isn’t done into tasks.
Client portal
Your clients get a portal. You get your inbox back.
One simple place, under your firm’s name, for everything you need from them and everything they ask you.
- Approve or hold bills with one click, and see what they owe by age.
- Answer to-dos with a reply, a file or a voice note.
- Ask the Bookkeeper. The AI answers from their own bills and documents; anything else goes to their bookkeeper as a task.
FAQ
Questions firms ask us
Who is AutoZonBooks for?
Bookkeeping and accounting firms that close the books for many clients each month, on QuickBooks Online or QuickBooks Desktop.
How much does it cost?
$9.99 per client, per month. Unlimited users, and every feature is included. AI usage is billed by your own AI provider. See pricing for a calculator.
Does it replace QuickBooks?
No. QuickBooks stays your ledger. AutoZonBooks is where your firm runs the work around it: tasks, client communication, AP review and checking that the close is really done.
Will the AI change anything in my clients’ books?
Never on its own. A bill reaches QuickBooks only after someone on your team approves it (and the client too, if their rules say so). When you ask the AI agent to change something in QuickBooks, it shows you exactly what it will do and does it only after you press Confirm. Read-only users can’t. Every change is logged.
Do I need my own AI account?
Yes, for the AI features. Your firm adds its own Anthropic API key and pays for usage directly, with no markup from us. Admin → AI usage shows the cost per employee and feature. Everything else works without AI.
What do my clients need?
Just an email address. You invite them to the portal, they set a password, and they only ever see their own company.
Does it work with QuickBooks Desktop?
Yes. Desktop connects through the QuickBooks Web Connector on the computer that has the company file. Every run is a full sync of vendors, open bills, item receipts and credits, and approved bills are entered on the next run.
How do I start?
Join the waitlist. We’re bringing firms on a few at a time and set each one up with you: clients, QuickBooks, mailboxes and your team.
Put your month-end on autopilot.
We’re bringing on firms a few at a time. Join the waitlist and we’ll set yours up with you.