Finance worker
An AI bookkeeper that keeps invoices and the books on track.
The Finance worker keeps money moving. It follows up on late invoices so the people who owe you hear from you on time, and it cleans up and reconciles your books in QuickBooks. It sorts bills, receipts, and vendor paperwork as they arrive. It also prepares month-end numbers, a cash-flow watch, and prep for sales tax and payroll.
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About the finance worker
What is AI bookkeeping?
AI bookkeeping uses software for routine bookkeeping work: categorizing transactions, matching receipts, reconciling accounts, and chasing invoices. TeamShift’s Finance worker does that work in your own QuickBooks and proposes each entry for your approval. It never posts entries quietly.
Does an AI bookkeeper replace my accountant?
No. It does the routine cleanup and follow-up so your books are ready. Tax advice, filings, and judgment calls stay with you and your accountant.
What waits for my approval?
Payments, refunds, write-offs, and bookkeeping entries all wait for your yes.
What it handles
The work it takes off your plate
- Invoice follow-up so late payers hear from you on time
- Bookkeeping cleanup and reconciliation in QuickBooks
- Bills, receipts, and vendor paperwork sorted as they arrive
- Month-end numbers, cash-flow watch, and prep for sales tax and payroll
Waits for you: Payments, refunds, write-offs, and bookkeeping entries wait for your yes.
Hand it off in a sentence
What owners ask it to do
- “Chase every invoice more than 15 days past due, politely.”
- “Clean up uncategorized transactions in QuickBooks from last quarter.”
- “File the receipts and vendor bills that land in the inbox.”
- “Give me month-end numbers and flag anything unusual.”
Works in your tools
Apps it works in
QuickBooks, Gusto, Gmail, Outlook, OneDrive. You choose what it may read in Company Brain, and it works in the accounts you already have.
What it is not: It never moves money on its own. It prepares, proposes, and follows up. Payments and entries wait for you.
FAQ
Questions owners ask
Can AI reconcile QuickBooks?
Yes. The Finance worker matches posted transactions against statements and receipts, flags duplicates and unclear items, and proposes fixes. No entry posts until you approve it.
Will it email my customers about late invoices?
Yes. Reminders use wording you approve, follow the schedule you set, and each one waits for your OK before it sends. Anything beyond a reminder, like a payment plan, comes back to you.
How much does AI bookkeeping cost?
There’s no monthly fee. Creating your workspace is free. The work runs at 3x its compute cost, with a quoted maximum before it starts.
Pricing
Pay by usage, not per seat
Creating your workspace is free. The work your team runs is billed at 3x its compute cost, quoted with a maximum before it starts. No subscription, no seats, no per-job products. See pricing.