Bookkeeping Automation Services for Your Business
AI bookkeeping automation categorises expenses, matches bank transactions to ledger entries and flags oddities before month end. Omeiro builds accounting agents that connect to QuickBooks or Xero and work through your bank feed continuously.
How bookkeeping automation works, step by step
A made-up example of one run, from start to finish. Each step is logged so you can see what happened.
- Something happens
A form, an email, a payment or a new row.
- The workflow runs
Steps you agreed, in the right order.
- Errors are caught
Failed steps retry or alert a person.
- You see what ran
A simple log of every run.
Sample Made-up names, data and steps to show how a run is logged. Your steps, tools and rules follow your business.
What you get with bookkeeping automation
Automated accounting agents matching bank feed transactions to general ledger receipts, categorizing operational expenditures, and flagging tax anomalies in real-time.
Basic Package
AI expense categorization for 1 bank feed to QuickBooks/Xero. 5-day delivery, 1 round + 30-day fixes.
Standard Package
Bank-to-ledger matching, receipt linking, up to 3 accounts, docs. 9-day delivery, 1 round + 30-day fixes.
Premium Package
Up to 8 accounts, anomaly; tax flags, monthly report, 30 days support. 14-day delivery, 1 round + 60-day fixes.
Clear brief first
We confirm what you need before work starts, so the scope is clear on both sides.
Revisions listed
Each package shows its revision rounds. A round is one list of changes sent together.
Yours once paid
Copyright of the final work passes to you once the order is paid in full.
Third-party tools, API usage and hosting are billed to your own accounts, so the setup stays with your business.
How our bookkeeping automation works
Review your chart of accounts
We learn your categories and how past transactions were treated.
Connect the feed
Your bank and accounting software are linked.
Match and categorise
The agent proposes categories and matches, and you approve edge cases.
Report and refine
Higher tiers send monthly reports, and we adjust rules.
AI bookkeeping automation: setting rules your accountant accepts
Start with your chart of accounts. AI bookkeeping automation can only categorise sensibly when it knows your categories and how past entries were treated, so export last year's categorised transactions as examples. Note recurring vendors, split transactions and anything your accountant handles specially, such as owner draws or mixed personal spend. The agent proposes, and you decide the confidence level below which a transaction waits for review.
Reconciliation needs a clear cut-off routine. Decide when each month's matching is done, who signs it off and how unmatched items are cleared. AI bookkeeping automation also benefits from receipts being stored consistently, because linking them to transactions is far easier when files are named or emailed predictably. Involve your accountant early, share the rules in writing, and keep an audit trail of every change the agent makes, so year-end review and tax preparation stay straightforward.
In short
- Delivery in 5 to 14 days, by package.
- Fixed price, shown before you order.
- Small business owners categorising hundreds of transactions by hand.
- Bookkeepers wanting automated bank reconciliation for several accounts.
- Copyright yours after full payment.
Bookkeeping Automation: common questions
How much does bookkeeping automation cost?
Prices are fixed and shown by package on our Bookkeeping Automation pricing page, so you see the full price before you order. You can also ask for a custom quote.
How long does automated bank reconciliation take?
Delivery depends on the package: Basic 5-day delivery; Standard 9-day delivery; Premium 14-day delivery.
What is included in the Basic Package?
The Basic Package includes: AI expense categorization for 1 bank feed to QuickBooks/Xero. Higher packages add more scope, revisions and support.
Can I get a custom AI accounting agent package?
Yes. If none of the packages fits, use the custom package form on our pricing page to describe what you need, and our team sends you a fixed price.
Does it replace my accountant?
No. It handles routine matching, and a professional should review the books and tax positions.
Which software does it use?
QuickBooks and Xero.
How accurate is categorisation?
It improves with your past data, and uncertain cases can be left for review.
Can it spot unusual transactions?
Premium adds anomaly and tax flags.
Is AI bookkeeping accurate enough for tax filing?
It can prepare and organise the records, but a qualified accountant should review the books and tax positions before filing. Premium adds anomaly and tax flags that point the reviewer to unusual items.
Who owns the final work?
Copyright of the final work passes to you once the order is paid in full. Paid fonts, stock files or licences, if used, are licensed in your name.
Ready to start your bookkeeping automation?
Compare the packages and pick the one that fits. Not sure which? Write to us and we will help you choose.