AI for bookkeeping and finance

Can AI do bookkeeping for a small business?

Daes can match every card charge to a receipt and file them in Drive for your accountant, collect vendor bills into your expenses sheet, reconcile Stripe payouts with your bank, chase unpaid invoices and build a weekly revenue report. They read and prepare; money only moves after your OK.

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Bookkeeping

BookkeepingMatches every card charge to a receipt, files the receipts in Drive for your accountant, and tells you what is missing.

Message Bookkeeping

More Daes for finance and bookkeeping. Each one shows what it delivered. Copy its first message and change the details to yours.

FinanceCollect the vendor billsFinds vendor invoices in email and adds them to the expenses sheet.Use this Dae Watch it work →

FinanceClose the monthMatches Stripe payouts to the bank sheet and lists what doesn't match.Use this Dae Watch it work →

NorthbeamUpdated just now

Unpaid invoices

From Stripe and Gmail · checked every morning

Sent5

HHarbor & LaneFirm reminder sent 9:12$4,800

QQuarry PointNew card link sent 9:12$2,400

WWestmere SupplyResent to billing@westmere.co$1,860

JJuniper FreightFriendly note sent 9:12$1,500

SSaltbox CoFriendly note sent 9:12$600

Promised1

RRedline CouriersWrote: paying Friday, Oct 23$3,200

Wait1

IIronleafPays on the 1st every month$500

When Stripe shows a payment, the row turns green. Still unpaid in 7 days: I draft the next reminder and ask you.

FinanceGet paidFinds every unpaid invoice, works out why each is late, and drafts the right reminder. You press send.Use this Dae Watch it work →

NorthbeamUpdated Monday 8:00

Revenue, week 42

Week 42 · Oct 12 – Oct 18 · from Stripe

WeekMonthQuarter

MRR$48,210+$1,840 (4.0%)

New subscriptions23+$2,870 MRR

Cancelled9−$1,410 MRR

Failed payments6$985 still unpaid

MRR, last 12 weeks

$48,210+4.0% this week

Where this week's change came from

MRR by plan

Pro$27,96058%
Business$10,41022%
Starter$9,84020%

What changed

14 of the 23 new teams chose Pro, the week SSO shipped.
5 of the 9 cancellations were monthly Starter. 4 of them named the CSV export limit.
Failed payments doubled, 3 to 6. Two are paid again; Stripe retries the other 4 this week.

Still unpaid

Draft 4 reminders

Customer	Amount	Reason	Retry
HHalcyon Labs	$420	Card expired	Retry Oct 21
FFieldnote	$290	Insufficient funds	Retry Oct 20
BBrightwave	$180	Card declined	Retry Oct 22
OOkapi Studio	$95	Card expired	Retry Oct 21

FinanceRevenue reportPulls MRR, new and lost subscriptions and failed payments from Stripe, and builds the dashboard.Use this Dae Watch it work →

FinanceFind work we never billedCompares your calendar and email with your invoices and finds the hours you forgot to bill.Use this Dae Watch it work →