AI bookkeeper · for B2B service providers
AI bookkeeping for B2B service providers
Agentokia's AI bookkeeper handles recurring accounting work for agencies, consultants, IT firms, and other B2B service providers. It keeps books current, flags billing issues, and gives owners clear numbers without adding headcount.
Hours saved / month
28h
Cost saved / month
$1,800
Pain points
- • Project costs, subcontractor bills, and receipts arrive in separate systems, making client margins hard to verify.
- • Retainers, milestones, and hourly invoices get recorded inconsistently, causing billing delays and revenue mismatches.
- • Unbilled time and out-of-pocket expenses slip through before month-end, reducing recoverable revenue.
- • Owners and operations teams spend evenings reconciling bank feeds, chasing overdue invoices, and rebuilding reports.
Outcomes
- Close the books 3 to 5 business days earlier each month.
- Recover 20 to 30 bookkeeping and admin hours per month.
- Reduce invoice and cost-coding errors by 30% through automated exception checks.
- Cut unrecovered project expenses by 15% by flagging unbillable costs before invoicing.
AI bookkeeping for b2b service providers
Agentokia gives b2b service providers a working ai bookkeeping setup instead of another tool to configure. Your ai bookkeeper answers questions in your tone of voice, follows your policies, escalates anything it should not decide alone, and works every hour of the day. Typical teams see about 28 hours a month handed back.
It covers the everyday jobs people mean by AI bookkeeper, automated bookkeeping, AI accounting assistant — first replies, follow-ups, order and account questions, and clean handoffs to a person.
How it works for B2B service providers
Retainer and milestone billing
Match signed contracts and statements of work to recurring invoices, milestone payments, and cash receipts. Flag missing invoices, duplicate payments, and revenue that does not match the delivery schedule.
Project cost and margin tracking
Code bank transactions, bills, receipts, and time entries to the correct client and project. Compare actual labor and expenses with budgets, then identify write-offs or costs that need client billing.
Accounts receivable follow-up
Review aging reports, match payments to open invoices, and draft client-specific reminders for overdue balances. Route disputed or unusual accounts to the account owner for follow-up.
Month-end close and reporting
Reconcile bank and credit-card feeds, review accruals, prepare exceptions, and produce profit and loss reports by service line, client, or project for management review.
Vendor bills and expense review
Collect receipts, code expenses, check for duplicates, and compare vendor bills with purchase orders or approved project budgets. Send exceptions to the appropriate approver before payment.
FAQ
- Can the AI bookkeeper handle retainer, milestone, and hourly billing?
- Yes. It maps contracts and statements of work to the appropriate invoice schedule, matches payments, and flags unbilled work or revenue recognition issues for review.
- Does it track profitability by client and project?
- Yes. It codes transactions, bills, receipts, and time data to clients and projects, then prepares margin reports showing labor, expenses, write-offs, and budget variances.
- Can it reconcile transactions in my accounting system?
- It can reconcile bank and credit-card feeds, match transactions to invoices and bills, and prepare exceptions with supporting documents before entries are approved.
- How does it help collect overdue client invoices?
- It monitors accounts receivable aging, identifies overdue invoices, drafts reminders using the client and payment details, and escalates exceptions according to your collection rules.
- Does the AI bookkeeper replace my accountant or controller?
- No. It prepares reconciliations, reports, and proposed entries with source documents and explanations. Your accountant or controller reviews approvals, adjustments, and filings.
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