A teammate that handles the admin side of your books. Chasing overdue invoices, reconciling transactions, generating and sending new invoices, flagging what looks off. Your bookkeeper keeps the judgement calls. The agent keeps the hours.
Wired directly into Xero, QuickBooks, or Sage. Not a bolt-on chatbot. The agent logs in, gets the job done, and hands control back.
Drafts polite chase emails tuned to each client's history and tone. Sends on approval. Tracks replies. Escalates to you when a human conversation is needed.
Matches bank feed to invoices and bills. Categorises expenses against your chart of accounts. Surfaces orphaned transactions for human review instead of quiet guessing.
Creates invoices in Xero from your approved templates. Sends on schedule or on trigger. Handles recurring billing and project milestones. You approve, the agent executes.
Flags unusual amounts, duplicate payments, and changed supplier bank details before they become incidents. Catches the things a busy human misses at scale.
Last week a Digital Signet agent did this, start to finish, for a real client:
A human client paid it. That is the invoicing half of the Bookkeeper Agent, running in production today. The pipeline is proven. Your agent inherits it.
You're drowning in invoice chase emails and late payments are starting to eat your cash flow.
Your bookkeeper bills by the hour, and admin is eating the budget you wanted to spend on advice.
You're about to hire a second bookkeeper and quietly wondering whether you have to.
Month end is painful because expenses pile up uncategorised and someone has to catch up.
You want your bookkeeper to give you advice, not type into Xero for the hundredth time this month.
You run on Xero, QuickBooks, or Sage, and you want more from it than it gives out of the box.
One day together. We review your current books, your workflows, your chart of accounts, and your tone of voice for client emails. You see exactly what the agent will do.
Two weeks. We wire the agent into your Xero (or QuickBooks or Sage) and run it alongside your bookkeeper. Every action needs approval. Confidence builds.
Agent goes live with the autonomy you approved. Invoices go out, chases go out, reconciliations happen. You get a dashboard, an audit trail, and a kill switch.
Month by month the agent takes more of the admin load. Your bookkeeper shifts from typing to advising. You stop hiring for things the agent already covers.
Fixed setup fee plus a monthly subscription. Model costs itemised separately in your invoice. No per-seat charges, no lock-in.
Prices indicative. Every engagement is scoped and quoted in writing before any work begins.
Every outbound invoice needs human approval by default. Every action is logged. As confidence builds, you can raise the autonomy dial for low-risk actions (recurring invoices, known clients) while keeping approval gates on edge cases.
No. The agent uses scoped OAuth tokens that you own and can revoke any time. Every action shows up in Xero's activity log as an API-authored change. You always see who (or what) did what, and you can pull the plug in one click.
Xero can send a reminder on a schedule. This agent writes the chase email to each client in your tone, adapts to history (new client, long-time payer, difficult relationship), and handles the reply thread. Rule-based automation stops at scheduling. This agent handles the judgement.
Most bookkeepers welcome it. It takes the drudge work so they can focus on advice, review, and forecasting. Some firms rebrand as advisory shops once the agent handles the admin. We encourage you to involve them in designing the agent from day one.
The agent runs in your Azure tenant by default. Claude or Azure OpenAI runs within your subscription. Nothing leaves your boundary. For the most regulated clients we can run the whole thing on-prem with local models for specific steps.
Book a discovery call. We'll look at your current workflows, estimate the hours you'd save, and tell you honestly whether a Bookkeeper Agent is the right move. No slides, no pitch.
