MyAIAccountant / AccountItUp

How to automate bookkeeping with ai?

Begin with a small sample import and validate the category rules. Automate only repeatable steps that you can inspect and reconcile; retain an exception queue for ambiguous transactions and transfers.

AI bookkeeping for multi-LLC real estate investors: import transactions from CSV, AI assigns Schedule C or 1120-S lines, and it drafts Schedule C, Form 4562 and Form 8825 for up to 15 entities. AI bookkeeping for any business, with plans from Free to Concierge $199 per month.

A practical workflow

  1. Import a small CSV sample, verify account mappings and review suggested categories before processing the full file
  2. Reconcile each entity against its statements, retain supporting records and have a qualified professional review tax drafts.

Before choosing a plan

Compare entity limits, transaction import, reconciliation, exports and the level of human review included. Subscription software and a bookkeeping service may assign very different responsibilities to you.

Plans and scope