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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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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.

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Built for how bookkeepers work

Invoicing & Reconciliations

Create invoices, track payments, and run month-end close through conversation. Your AI follows your chart of accounts 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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