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For bookkeeping firms

AI tools for bookkeeping firms

Too much time on follow-ups, data entry, and juggling apps? Noematic gives your AI a complete backend—client management, invoicing, and automations—so you run your firm through conversation.

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Youjust now

Acme Corp's retainer is up for renewal next month. Pull their account summary, draft a renewal proposal at our standard rates with a 10% loyalty discount, and schedule a review call with Sarah for next Tuesday at 2pm.

AIjust now
Used 5 MCP tools4.6s total
get_client("acme-corp")0.8s
list_invoices(client_id, last_12_months)1.2s
get_service_catalog(active_only)0.4s
create_estimate(renewal, 10% discount)1.6s
create_appointment(Tue Mar 10, 2:00 PM)0.6s

Done! Here's everything I set up for the Acme Corp renewal:

1.Pulled Acme Corp's account — active client since Jan 2024, $34,200 lifetime value, 12 invoices all paid on time.
2.Created estimate EST-2026-0051 — 12-month bookkeeping retainer at $2,700/mo (10% loyalty discount applied, down from $3,000/mo).
3.Sent proposal to sarah@acmecorp.com with e-signature link.
4.Scheduled review call — Tue Mar 10, 2:00 PM with Sarah Chen. Calendar invite sent.

Automation rule triggered: follow-up task created if no signature by Mar 12.

Ask your AI to run your business...
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One prompt. Five tool calls. Real operations — not canned replies.

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Noematic AI chat interface showing business automation in action — run your business through conversation.

Built for how bookkeepers work

Invoicing & Payments

Create invoices, track payments, and keep client billing moving through conversation. Your AI follows your services, pricing, and workflows.

Client Management

One place for all client details, documents, and history. Your AI handles intake, follow-ups, and portal invites so clients stay in the loop.

Deadlines & Scheduling

Tax calendar, extension tracking, and client review meetings. Your AI surfaces what’s due and schedules the rest.

Reporting & Handoff

KPIs, variance notes, and client-ready summaries. Your AI drafts reports and flags anomalies so you review, not rebuild.

Run your bookkeeping firm through chat

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