Bookkeepers — Automation for bookkeepers
Clients send statements and receipts in every format, bills pile up in shared inboxes, and month-end close eats the week. These are the parts software can take over, with the bookkeeper still deciding how transactions are coded, what the books say and any advice. 36 automations fit, each with an example and workflow written for bookkeepers.
What bookkeepers automate
Showing 36 use cases for bookkeepers
- Calls & leadsPlanned for a clientAI receptionistAn AI assistant answers during month-end close, takes client requests and flags lender or payroll deadlines.BookkeepersHow it works
- Calls & leadsPlanned for a clientMissed-call text-backWhen the bookkeeper is on a client call, missed callers get a text asking what they need and a link to book.BookkeepersHow it works
- Calls & leadsBuilt for a clientInstant lead responseBusiness owners who ask about bookkeeping get a reply right away with a few scoping questions and a link to book.BookkeepersHow it works
- Calls & leadsBuilt for a clientLead qualification & routingNew inquiries are sorted by software, monthly volume, catch-up months and payroll, and sent to the right person.BookkeepersHow it works
- Calls & leadsLead nurture sequencesOwners who want to keep doing their own books for now get short, useful emails until they're ready for help.BookkeepersHow it works
- Calls & leadsIn build for a clientWebsite chat assistantA chat on the firm's site answers pricing, software and cleanup questions from its own pages, and books fit calls.BookkeepersHow it works
- Calls & leadsPlanned for a clientQuote follow-upCatch-up and monthly proposals that sit unsigned get timed reminders, and replies go to the bookkeeper.BookkeepersHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderA draft proposal is priced from the prospect's real transaction counts, accounts and months behind, for review.BookkeepersHow it works
- SchedulingBuilt for a clientOnline self-bookingProspects and clients book fit calls, monthly reviews and cleanup kickoffs from the bookkeeper's real open times.BookkeepersHow it works
- SchedulingAppointment remindersClients get reminders before their monthly review call, with a list of open questions to answer first.BookkeepersHow it works
- Intake & documentsBuilt for a clientDigital intake formsNew clients fill in an online setup form: entity, bank and card accounts, loans, payroll and sales channels.BookkeepersHow it works
- Intake & documentsClient onboardingAfter a client signs, software access, bank feeds, payroll access and the kickoff call are set up in order.BookkeepersHow it works
- Intake & documentsDocument collectionCatch-up clients get a checklist of missing bank statements, loan statements and receipts, with reminders.BookkeepersHow it works
- Intake & documentsBuilt for a clientDocument data extractionBank and card statement PDFs for months without a feed are read into transactions for the bookkeeper to check.BookkeepersHow it works
- Intake & documentsBuilt for a clientDocument generationEngagement letters and monthly financial packages are filled from client records for the bookkeeper to review.BookkeepersHow it works
- Intake & documentsDocument classificationClient uploads and forwarded emails are labeled as statements, bills, receipts or notices and filed to the client.BookkeepersHow it works
- Customer communicationCustomer status updatesClients get an update when their month is closed or a catch-up project finishes another month.BookkeepersHow it works
- Customer communicationInbox triageClient emails are sorted by client and urgency, so lender, payroll and bank deadlines are seen first.BookkeepersHow it works
- Customer communicationAI reply draftingCommon client questions about reports and transactions get a draft reply from the books, for the bookkeeper to send.BookkeepersHow it works
- Customer communicationReview requestsAfter a catch-up project is done and handed to the CPA, the client is asked for a review, and new ones are flagged.BookkeepersHow it works
- Customer communicationRenewal remindersClients are reminded before their engagement renews, with any new scope or price ready to review and sign.BookkeepersHow it works
- Customer communicationMeeting notes & follow-upsMonthly review calls become a summary, client to-dos and a draft follow-up email in the client record.BookkeepersHow it works
- Customer communicationSupport ticket triageClient requests are tagged, matched to the client and routed, with payroll and lender deadlines first.BookkeepersHow it works
- Billing & paymentsBuilt for a clientInvoicing automationThe firm's monthly fees and extra cleanup hours become draft invoices for the owner to review.BookkeepersHow it works
- Billing & paymentsPayment remindersFor clients who use the firm for receivables, their customers get polite reminders with a payment link.BookkeepersHow it works
- Billing & paymentsFailed payment recoveryWhen a client's monthly fee payment fails, they're asked to update their card, and the owner sees who stays unpaid.BookkeepersHow it works
- Billing & paymentsSupplier invoice processingVendor bills emailed to a client's bills inbox are read, coded and set up for the client to approve and pay.BookkeepersHow it works
- Billing & paymentsExpense receipt routingReceipt photos from clients' staff are matched to card charges and coded to the right account and class.BookkeepersHow it works
- Billing & paymentsBank and payment reconciliationBank, card and payout lines are matched to the books each month, and what doesn't line up is flagged.BookkeepersHow it works
- Inventory & operationsBuilt for a clientApproval workflowsClient refunds and purchases over a set limit are prepared by the bookkeeper and routed to the client owner to approve.BookkeepersHow it works
- Inventory & operationsCompliance trackingEach client's annual reports, business licenses and sales tax permits are tracked, with reminders before they lapse.BookkeepersHow it works
- Inventory & operationsRecurring task coordinationMonthly close checklists, bill pay runs and payroll dates are created for each client and followed up.BookkeepersHow it works
- Team & HRTimesheets & payroll prepClients' staff hours are pulled from their time app, problems are flagged, and approved totals go to payroll.BookkeepersHow it works
- Data & reportingBuilt for a clientSystem syncClient details, agreements and work stay matched between the proposal tool, work tracker and books.BookkeepersHow it works
- Data & reportingAutomated reportingClients get a monthly report from their closed books with a short plain-English summary of the month.BookkeepersHow it works
- Data & reportingData cleanup and alertsDuplicate vendors, uncategorized transactions and odd balances in client books are flagged to the bookkeeper.BookkeepersHow it works
Related industries
Run a business like this?
Pick the step that suits you. Every path starts with how the work runs today, and we'll say honestly what is worth automating.
- Right now · any hour
Ask Lorryn AI
Describe your process and get a first answer in a minute: what to automate, what it connects to, and a rough estimate.
- Free · 15 or 30 minutes
Talk to our team
Bring one process to a video call. Leave knowing whether it’s worth automating and how.
- Free · 6 of 15 spots left
Get a free written plan
Free for businesses with 3 or more employees, while spots last (normally $250).
Claim a free audit9 of 15 claimed