Role
Books and Billing
Keeps the ledger reconciled, the invoices moving, and the awkward money conversations courteous and on time.
An example shift
What a day actually looks like.
An illustration of the cadence this role can keep once it is built around your tools and written workflow. Your version follows the scope we agree with you.
The tools
Works inside what you already use.
Connected during the build. If your stack differs, we confirm what connects during scoping; nothing gets ripped out.
Where it fits
Industries that hire this role first.
Publications and Media
Chases outstanding ad invoices, wins back lapsed subscribers, and has the circulation numbers ready by morning.
Law Firms
Screens intake calls, assembles the conflict check, and keeps follow-up on every open matter on schedule.
Accounting Firms
Chases missing client documents, confirms filing deadlines, and keeps the engagement letter queue moving.
Marketing Agencies
Drafts client status reports, chases approvals, and has retainer hours logged before month-end.
Insurance Agencies
Runs renewal outreach weeks ahead, chases missing documents, and answers policy questions the same hour.
Property Management
Triages maintenance requests, follows up on late rent courteously, and gets owner statements out on time.
Consulting Firms
Preps engagement status updates, schedules stakeholder check-ins, and keeps invoices going out the day they are due.
Nonprofits
Thanks every donor the same day, tracks grant deadlines, and has the board packet assembled before the meeting.
Every great team reaches ten. Hire the eleventh.
Your Books and Billing AI Employee, built around your procedures and maintained by our team. From $850/mo plus a one-time setup fee.
Hire an AI Employee