AI for Bookkeepers

AI you can use for this job

96 matched to the tools bookkeeping, accounting, and auditing clerks use. Showing 24.

• Google Drive

  App

  Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Drive MCP or direct API to search files, upload documents, share folders, and manage permissions through natural language.

  Make (make.com)

• Dropbox

  App

  Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Dropbox MCP or direct API to upload files, search folders, share links, and manage documents through natural language.

  Make (make.com)

• Google Docs

  App

  Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Docs MCP or direct API to create, edit, search, summarize, and share documents through natural language.

  Make (make.com)

• Google Drive

  MCP server

  Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

  Google Drive

• Microsoft Outlook

  MCP server

  Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

  Microsoft Outlook

• Adobe Acrobat Sign

  App

  Make (make.com)

• Agile CRM

  App

  Make (make.com)

• Dropbox

  MCP server

  Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

  Dropbox

• Firmao

  MCP server

  CRM and ERP software for your business to manage customers and tasks.

  Firmao

• Google Docs

  MCP server

  Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

  Google Docs

• HRnest

  App

  HRnest is a human resource management software designed to help assist businesses with employee scheduling, leave requests, time tracking, onboarding, document circulation, and more from within a unified platform. Staff members can receive email notifications about changes in tim

• Microsoft Excel

  MCP server

  Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

  Microsoft Excel

• Microsoft Word

  MCP server

• Office Powerpoint

  MCP server

• Office Word

  MCP server

• Powerpoint

  MCP server

• Sage Accounting

  MCP server

  Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

  Sage Accounting

• Sage Sales Management

  App

  Make (make.com)

• Teamwork CRM

  App

  Make (make.com)

• ADP Workforce Now

  App

  Make (make.com)

• Accountingsuite

  App

• Adobe Acrobat

  App

  Adobe Acrobat is PDF editing software that can be used to create, convert and share PDF documents. It can convert documents in Microsoft Office formats to PDFs, and vice versa. PDFs can be viewed, annotated, and signed using Adobe Sign and the free Acrobat Reader mobile app.

• Adobe Pdf Services

  MCP server

• Adobe Sign

  MCP server

The tools this job actually uses

118 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

• Adobe Acrobathot
• Epic Systemshot
• Google Docshot
• Intuit QuickBookshot
• MEDITECH softwarehot
• Microsoft Accesshot
• Microsoft Excelhot
• Microsoft Office softwarehot
• Microsoft Outlookhot
• Microsoft PowerPointhot
• Microsoft Projecthot
• Microsoft SharePointhot
• Microsoft Windowshot
• Microsoft Wordhot
• Oracle Databasehot
• Oracle PeopleSofthot
• SAP Concurhot
• SAP softwarehot
• Yardi softwarehot
• Accounts payable software
• Accounts receivable software
• Accurate NXG
• AcornSystems Corporate Performance Management
• ACS Technologies ACS Financial Suite
• Act!
• Activant Solutions Activant Prophet 21
• AdaptaSoft CyberPay
• ADP Pay eXpert
• ADP Workforce Now
• Advanced Management Systems Software for Wineries
• American HealthTech Financial
• AMS Services AMS Sagitta
• Asset management software
• ATX Total Accounting Office
• ATX Total Engagement Office
• Auditing software
• AuditWare financial reporting and auditing software
• Automation Counselors municiPAL
• Best MIP Fund Accounting
• Blackbaud The Financial Edge

What this job involves

28 documented tasks, most important first. Showing 24.

1. Operate computers programmed with accounting software to record, store, and analyze information.
2. Prepare and process payroll information.
3. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
4. Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
5. Comply with federal, state, and company policies, procedures, and regulations.
6. Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
7. Receive, record, and bank cash, checks, and vouchers.
8. Calculate and prepare checks for utilities, taxes, and other payments.
9. Monitor status of loans and accounts to ensure that payments are up to date.
10. Reconcile records of bank transactions.
11. Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
12. Code documents according to company procedures.
13. Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
14. Reconcile or note and report discrepancies found in records.
15. Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
16. Compare computer printouts to manually maintained journals to determine if they match.
17. Transfer details from separate journals to general ledgers or data processing sheets.
18. Access computerized financial information to answer general questions as well as those related to specific accounts.
19. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
20. Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
21. Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
22. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
23. Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
24. Match order forms with invoices, and record the necessary information.