📊  Accounting & Bookkeeping

Clean books, faster closes, zero manual data entry.

Assistants who own your AP/AR and reconciliations while AI extracts receipts, categorizes transactions, and turns ledgers into client-ready reports.

Get matched All industries
What this means for you

Sound familiar?

Here's exactly what changes in your day — no tech knowledge required.

“Clients hand you a shoebox of receipts every month.”
Relay pulls the data in automatically — no manual entry.
→ Faster closes and far fewer late nights.
“Month-end reporting drags on for days.”
Relay turns the numbers into clear, plain-English client reports.
→ Reports clients actually understand, delivered on time.
“Invoices go unpaid and nobody follows up.”
Relay sends polite, steady reminders until they pay.
→ Get paid faster, without the awkward chasing.

What your Relay assistant handles

The recurring, time-draining work — off your plate.
  • Invoicing & accounts receivable
  • Bill pay & accounts payable
  • Bank & credit card reconciliation
  • Monthly financial reporting
  • Payroll coordination
  • Client document collection
◆ The Relay difference

An assistant for your business — with AI built in

Most accounting & bookkeeping don't have time to build the website, connect the systems, and follow up every lead. Your Relay assistant handles all of it — using AI to do far more than one hire normally could.
  • A dedicated assistant who learns your business
  • Builds your website and connects your systems
  • Uses AI to do far more than one hire could alone
What we'd handle for Accounting & Bookkeeping

Specific, tangible things we'd take off your plate

Real, everyday work your Relay assistant handles — from your website and CRM to following up with every customer.

🌐

Build a client portal & site

A branded website and secure portal where clients upload documents that flow straight into your workflow.

Client portalSecure uploadWebsite
🧾

Auto-extract receipts & bills

AI reads receipts, bills, and statements and pushes clean data into QuickBooks / Xero — no manual keying.

QuickBooks / XeroOCR / DextAuto-entry
🏷️

Smart transaction categorization

AI categorizes transactions, learns your rules, and flags anomalies before they become messy month-ends.

Auto-categorizeAnomaly flagsRules
📄

Plain-English client reports

Turn raw ledgers into clear monthly reports with a written narrative clients actually understand.

ReportingNarrative AIDashboards
🔗

Connect bank feeds → books

Wire bank feeds and payment processors into your accounting software so reconciliation is prepped automatically.

Bank feedsStripe/PayPalReconciliation
⏰

Automated AR follow-up

AI sends polite, escalating payment reminders on overdue invoices so you get paid without the awkward calls.

DunningPayment reminders

Ready to hand this off, accounting & bookkeeping?

Tell us your biggest time sink. We'll match you with an assistant who can take it all over from day one.