AI Automation

AI Bookkeeping and Accounting Automation, Reviewed by Experts

AI bookkeeping handles the repetitive work in QuickBooks Online. Our accountants review every close. You get faster, cleaner books that scale with your business.

Month-End CloseIn Progress
Up to92%Less time to close the books
Traditional close
With Alta
  • Transactions categorizedAI
  • Accounts reconciledAI
  • Receipts matchedAI
  • Reviewed and approvedAlta team
Custom WorkRevenue recognition, job costing, consolidation
QualityHuman review on every close
IntegrationsBanks, payroll, billing, and POS
DeliveryDocumented playbooks per client
Why AI Automation

Faster, Cleaner, and Built to Scale

Manual bookkeeping slows down as your business speeds up. Here is what changes with AI bookkeeping and accounting automation.

Speed

Know Where You Stand, Every Day

Before

Last month's numbers show up three weeks late, and nobody is sure how much cash is really available.

With Alta

Books close in days, not weeks, and your cash position is current every morning.

Accuracy

Numbers You Can Trust

Before

Miscoded transactions and duplicate entries surface months later, usually at tax time.

With Alta

Rules-based coding and automatic matching catch errors as they happen, and our team reviews every close.

Scale

Grow Without Growing Overhead

Before

Twice the transactions meant twice the bookkeeping hours, or another hire.

With Alta

Automation absorbs the volume, so accounting costs stay steady and no new accounting hires are needed.

See how Alta brought financial clarity to an eight-figure, multi-entity business

AI-Powered Month-End Close

A Faster Close

AI does the repetitive work in QuickBooks Online. Our team reviews every number before it reaches you.

01

Categorization

Transactions coded automatically from your rules and history.

02

Reconciliations

Bank and card accounts matched daily, not at month-end.

03

AP and AR

Bills, invoices, and payments captured and matched.

04

Receipt Capture

Receipts collected and attached to transactions automatically.

AI flags anything it is not sure of. Our accountants review every close before it reaches you.
Custom Automations

Built for Complex Accounting

Custom accounting automation for the work basic tools cannot handle.

Revenue Recognition

Deferred revenue, subscriptions, and milestones recognized automatically.

Job Costing

True profit by job, project, and location.

Multi-Entity Consolidation

Intercompany eliminations and consolidated reports every month.

Industry Workflows

Built around how your business actually operates.

Connected Systems

Your Systems, Connected to the Ledger

Banks, payroll, billing, and POS data flow into QuickBooks Online through APIs. No exports, no re-entry.

Banks and CardsPayrollBilling and InvoicingPOS and PaymentsQuickBooks OnlineAI categorizes and reconcilesAccountant ReviewYour Financials
Banks and credit cards Payroll Billing and invoicing POS systems Payment processors Receipt tools
Your books stay in your own QuickBooks Online account
Official integrations, never shared passwords
Access limited to your team, all under confidentiality agreements
Your data is used only for your accounting, never to train AI models
Our AI Accounting Operations Lead

One Expert. One Playbook Per Client.

A dedicated AI Accounting Operations Lead designs and runs your automations, and documents everything in a playbook built for your business. The work is done the same way every month, in fewer hours.

Your named point of contact, not a ticket queue
Designs and maintains your automations
Documents a repeatable playbook for your business
Monitors exceptions before close
Works alongside the accountants who review your books
How It Works

Four Steps to an Automated Close

Most automations are live within 2 to 4 weeks.

1
Week 1

Assess

We review your books, systems, and close process.

2
Weeks 2 to 4

Automate

We build integrations, rules, and custom workflows.

3
Every Month

Review

Our accountants review every close before delivery.

4
Ongoing

Refine

Each month the close gets faster and more accurate.

FAQ

Common Questions

A one-time $2,000 setup fee, then $500 per month. Cleanup work, if your books need it, is quoted separately.
Most automations are live within 2 to 4 weeks.
AI flags anything it is not sure of, and our accountants review every close before it reaches you. You always have a named point of contact for questions.
Your books stay in your own QuickBooks Online account, and you can revoke our access anytime. We connect through official integrations, never shared passwords, and only the team members assigned to your account have access. All team members sign confidentiality agreements, and your data is used only for your accounting, never to train AI models.
We connect most banks, payroll providers, billing platforms, payment processors, and POS systems. We confirm your specific setup on the first call.
Our AI-powered close is built around QuickBooks Online. On another platform, we can discuss migration or what fits your setup.
Get Started

Close Faster With AI-First Accounting

Find out how much of your close can be automated. Book a free call with Alta.

Need strategic guidance too? Explore our Fractional CFO Services.