For bookkeepers
AI sorts the receipts.
You close the books.
AI sorts and matches on a copy of the client's folder. Nothing lands until you look. Each client gets a page of what AI did.
A day with it
Month end,
with AI on the sorting.
Here's how a normal day looks.
The steps of a job →You point the app at your clients folder. Each folder becomes a client.
AI sorts a client's receipts into folders.
Forty moved files wait for you on one screen.
The folders look right, so you let it in.
AI tried a folder you marked off-limits. It was refused.
What AI did with their files, on one page.
The rules you work under
Your clients trust you with every receipt. When they ask if AI touched their books, you can show them.
If you prepare returns too
The tax return rules about client consent and a written security plan apply to you.
Source: 26 U.S.C. § 7216, 16 CFR Part 314
Each client's answer, who signed your AI policy, and which AI tools touched which client.
Your client agreements
More client agreements now mention AI. Some clients say no.
Each client's answer. A no keeps their folders out of reach.
A short summary to help you find the rule. It is not legal advice. Whether a use is allowed is your call.
FAQ
Questions
you'd ask.
Short answers.
All questions →What if it moves the wrong files?
Nothing lands until you let it in. You can also undo it later.
I work alone. Is it for me?
Yes. It runs on your Mac, with no account.
What it doesn't do
AI features inside online bookkeeping software aren't seen.
On AI websites, a person can still choose to send. That choice is noted.
Text typed into an AI chat isn't checked.
Let AI do the sorting.
Keep the yes for yourself.
$49 a month or $299 a year for each person, after a 7-day free trial.