Bookkeeping Automation

Small business owner sorting receipts next to a laptop

Cleaner books, less month-end scramble | $950 setup

When receipts pile up and invoices go out late, your books are always behind. We set up QuickBooks Online with bank feeds, receipt capture, categorization rules and automatic invoice reminders, so routine work happens on its own and you review instead of re-type. Setup and automation only, not tax or accounting advice. Cleanup of existing books is quoted separately.

Two women looking at a laptop and smiling.

Monthly Care Plan | from $149/month

Keep everything running. Basic ($149/month): site updates, monitoring and fixes when apps change. Plus ($299/month): everything in Basic, one new automation each month and a monthly results review. Cancel anytime.

What's included

QuickBooks Online setup

Receipts and bills captured

A clean chart of accounts, connected bank and card feeds, and settings that match how your business actually runs.

Receipts and bills captured

Snap a photo or forward an email. Receipts and bills are read into QuickBooks and matched to transactions, ready for your quick review.

Categorization rules

Automatic invoice reminders

Recurring transactions are categorized automatically, so month-end becomes a quick review instead of hours of data entry.

Automatic invoice reminders

Polite, scheduled reminders go out before and after due dates, so you get paid faster without chasing customers yourself.

How it works

1. Free discovery call

3. Launch, training and care

2. Setup in your accounts

A 30-minute call about how your business runs. You leave with the three tasks worth automating first, whether or not we work together.

2. Setup in your accounts

3. Launch, training and care

2. Setup in your accounts

We build your website or automations in the tools you already use, so you own everything. Most packages go live in two to four weeks.

3. Launch, training and care

We switch it on, show your team how it works and hand over a simple guide. A monthly care plan keeps it running as your business grows.

Why TaskAI Solutions

Enterprise know-how

Fixed prices, no surprises

Your data stays yours

Built by a platform architect with years on large ERP, finance and data systems. You get the same planning and security habits at a small-business price.

3D shield with a checkmark and a padlock

Your data stays yours

Fixed prices, no surprises

Your data stays yours

Everything is built in your own accounts with access limited to what each tool needs. You own it all, and we never resell your data.

You approve what matters

Fixed prices, no surprises

Payments, bookkeeping entries and customer messages can wait for a quick approval. Every setup comes with a plain-language guide.

Fixed prices, no surprises

You know the price before we start. No hourly billing and no long contracts, and the care plan is month to month.

Frequently Asked Questions

Can't find your answer? Send us a message below and we'll reply within one business day.

Do I need QuickBooks Online?

QuickBooks Online is what we set up and know best. If you use different accounting software, tell us on the discovery call and we will tell you honestly whether we are a good fit.

Will AI send messages to my customers without me knowing?

Only if you want it to. You decide what runs on its own and what waits for your approval. Most clients start with approvals on for anything involving money or customer messages, then relax them once they trust the results.

How quickly will it be up and running?

Most packages are live in two to four weeks after the discovery call. A Starter Website usually takes about two weeks once we have your content and photos.

What if something breaks?

Every setup includes 30 days of support after launch. After that, the Monthly Care Plan covers monitoring and fixes when an app you use changes its settings.

Does this replace my accountant or CPA?

No. We automate the routine bookkeeping and keep your books tidy, which makes your accountant's job faster. We do not give tax or accounting advice.

What if my books are already behind?

We can still help. Cleanup of existing books is quoted separately after a quick look, so you know the cost before any work starts.

Bookkeeping Automation

Cleaner books, less month-end scramble | $950 setup

Monthly Care Plan | from $149/month

What's included

QuickBooks Online setup

Receipts and bills captured

Receipts and bills captured

Receipts and bills captured

Receipts and bills captured

Receipts and bills captured

Categorization rules

Automatic invoice reminders

Automatic invoice reminders

Automatic invoice reminders

Automatic invoice reminders

Automatic invoice reminders

How it works

1. Free discovery call

3. Launch, training and care

2. Setup in your accounts

2. Setup in your accounts

3. Launch, training and care

2. Setup in your accounts

3. Launch, training and care

3. Launch, training and care

3. Launch, training and care

Why TaskAI Solutions

Enterprise know-how

Fixed prices, no surprises

Your data stays yours

Your data stays yours

Fixed prices, no surprises

Your data stays yours

You approve what matters

Fixed prices, no surprises

Fixed prices, no surprises

Fixed prices, no surprises

Fixed prices, no surprises

Fixed prices, no surprises

Frequently Asked Questions

Contact Us

Drop us a line!

Let's talk about your business

TaskAI Solutions

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