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BooksBuddy Solutions: Smart Automations for Bookkeeping Firms
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The Core Workflows For CPAs
BooksBuddy Core: The 5 Automations That Transform Your Practice
Client Intake & Onboarding
Automated client setup from first contact to folder creation
Smart Document Collection
Intelligent follow-ups that get documents without the chase
Invoice & Payment Automation
Streamlined billing and collection without awkward conversations
Email & Task Triage
Automatic routing and prioritization of client communications
Client Status Updates
Proactive notifications that reduce "where's my return?" emails
BooksBuddy™ – Automation for Bookkeeping Firms
BooksBuddy™ automates the repetitive workflows that consumebookkeeping firms every month —client document collection, onboarding, transaction processing,financial reporting, and more.
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BooksBuddy Solutions
BooksBuddy Essentials
Stop Chasing Clients
TheEssentials focuses on automatingthe repetitive administrative workthat slows down your practiceevery month.
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BooksBuddy Operations
Speed up Monthly close
The Operations adds automationfor core bookkeeping operationsand reporting workflows.
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BooksBuddy Intelligence
Scale your firm with AI
The Intelligence adds AIAutomation that reducesbookkeeping labor and providesdeeper insights
BooksBuddy Modules
ClientLaunch™ — Client Onboarding
Solution: Automated onboarding workflow that standardizes client setup and ensures all required information is collected.
ClientChase™ — Document Collection
Solution: Automated document collection and reminder system that requests and follows up from clients till all information is received.
PayrollGuard™ — Payroll Reminder Automation
Solution: Automated payroll reminder system that alerts bookkeepers and clients beforepayroll deadlines.
CloseFlow™ — Monthly Close Automation
Solution: Automated close workflow with checklist tracking and automated reporting.
ClientInsights™ — AI Financial Summaries
Solution: AI-generated monthly financial summary that explains financial results in plainlanguage.
ARGuard™ — Accounts Receivable Monitoring
Solution: Automated AR monitoring that identifies overdue invoices and triggers reminders.
ReceiptBot™ — Receipt Capture Automation
Solution: AI-based receipt capture system that extracts transaction details automatically.
MissingEntry™ — Transaction Gap Detection
Solution: AI comparison of bank statements and accounting entries to identify missingtransactions.
Solution: AI system that suggests transaction categories based on historical data.
ClientAssist™ — AI Client Financial Assistant
Solution: AI assistant that answers client questions using accounting data.
ClientHealth™ — Business Health Monitoring
Solution: AI monitoring system that detects financial risks and trends.
ExpenseWatch™ — Expense Monitoring & Alerts
Solution: ExpenseWatch™ continuously monitors client spending against defined thresholdsand fires instant alerts the moment something looks off — before it becomes a problem.
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