AI for Bookkeepers
Stop Chasing Receipts. Start Closing Books on Time.
Sentia+ is the AI-powered personal operator built specifically for bookkeepers. Sentia+ replaces the CRM, the deadline spreadsheets, the receipt chase emails, and the manual follow-ups. It knows every client's close status, tracks every outstanding item, and handles the coordination so you can focus on the actual bookkeeping. At $75 per month, Sentia+ replaces practice management, crm, task managers, and more — giving bookkeepers a single workspace for client management, pipeline tracking, AI briefings, automated follow-ups, meeting recording with transcription, lead generation, and daily pulse summaries. It replaces Practice Management (Canopy, Karbon, Financial Cents). It replaces CRM (HubSpot, spreadsheet trackers). It replaces Task Managers (Asana, Trello, ClickUp). It replaces Document Collection (Liscio, email chains, Dropbox requests). It replaces Calendar Apps (Calendly, Cal.com). It replaces Meeting Notes (Otter, Fireflies, handwritten).
Bookkeepers are drowning in the chase.
Every month, the same cycle: request receipts, chase missing bank statements, follow up on unexplained transactions, close the books, deliver reports — for 15, 25, maybe 40 clients. The actual bookkeeping is the easy part. The client management overhead is what buries you.
Key Challenges for Bookkeepers
- The Monthly Receipt Chase: Every client, every month: 'Can you send your receipts?' 'Did you get the Amex statement?' 'What was the $3,200 charge on 10/15?' You're an accountant who spends half the day as a collections agent.
- Monthly Close Deadlines Pile Up: Fifteen clients all need their books closed by the 15th. Some send documents early. Most don't. Tracking who's ready, who's waiting, and who's overdue lives in your head and a spreadsheet.
- Client Communication is Scattered: Some clients email. Others text. One sends photos of receipts on WhatsApp. Another drops files in Google Drive. You're checking five channels just to find one missing document.
- Onboarding New Clients Takes Forever: Bank access, software setup, historical cleanup, chart of accounts review. Each new client onboarding has 20 steps and nothing to track them except a checklist you copy-paste each time.
- No Practice-Level Visibility: Which clients are profitable? Which ones take three times longer than they should? What's your monthly recurring revenue? These questions require pulling data from your invoicing tool, time tracker, and email.
- Growing Beyond Capacity Feels Risky: You could take on more clients, but you're already stretched. Without systems to handle the chase and coordination, adding clients means adding stress — not profit.
One AI. Every client. Every close. Handled.
Sentia+ replaces the CRM, the deadline spreadsheets, the receipt chase emails, and the manual follow-ups. It knows every client's close status, tracks every outstanding item, and handles the coordination so you can focus on the actual bookkeeping.
Sentia+ is the AI-powered personal operator built for bookkeepers and virtual bookkeeping firms. Manage client relationships, track monthly close deadlines, automate follow-ups for missing receipts and bank statements, and grow your practice — all in one workspace. No CRM. No spreadsheet trackers.
Sentia+ Features for Bookkeepers
- AI Client Briefings: Before any client call or close session, ask Sentia to brief you. Get their close status, outstanding documents, communication history, recurring issues, and what needs your attention — in seconds.
- Monthly Close Pipeline: Kanban board tracks every client's monthly close: Documents Requested, Waiting on Client, In Progress, Review, Delivered, Complete. See your entire client roster by close status at a glance.
- Automated Document Chase: Set document request sequences per client. Sentia auto-sends receipt reminders, bank statement requests, and missing item follow-ups on your schedule. Escalates as deadlines approach. The chase runs itself.
- Meeting Recording & AI Notes: Record client calls, onboarding walkthroughs, and monthly review sessions. AI transcribes, summarises, and extracts action items. No more scribbling notes during a call and forgetting half of them.
- Unified Inbox — Every Channel: Email, text, WhatsApp, client portal — every client conversation in one place. Auto-linked to their record. When a client sends a receipt photo via text, it's logged to their engagement automatically.
- AI-Powered Client Acquisition: Define your ideal client — small businesses, e-commerce sellers, restaurants, contractors — and let Sentia surface qualified prospects in your area with business details and owner contact info.
- Daily Pulse Emails: Every morning: which closes are on track, which are waiting on documents, which clients haven't responded, and what's due this week. Your entire practice status, delivered before your first coffee.
- Practice Revenue & Efficiency Analytics: Track monthly recurring revenue, close completion rates, average time per client, client profitability, and capacity utilisation. Visual dashboards so you know exactly when you can take on more clients.
How Bookkeepers Use Sentia+
- 1st of the month: Close cycle kicks off: Sentia automatically sends document requests to all clients. Your monthly close pipeline resets. Each client card shows what's needed and what's been received. The chase starts without you lifting a finger.
- Mid-month: Dashboard check: Open Sentia and see which clients are ready to close, which are waiting on documents, and which need escalation. Prioritise your work by deadline urgency — no spreadsheet required.
- Client call: Full context in seconds: A client calls about a transaction you flagged. Ask Sentia for their briefing — see the question in context, their communication history, and their close status. Answer confidently.
- Onboarding: Structured and trackable: New client? Sentia creates an onboarding pipeline with every step: bank access, software setup, historical cleanup, chart of accounts. Track progress and send reminders automatically.
- End of month: Capacity planning: See revenue per client, hours invested, and profitability metrics. Know which clients are worth keeping, which need a price adjustment, and whether you have capacity for new ones.
Software Sentia+ Replaces for Bookkeepers
- Practice Management (Canopy, Karbon, Financial Cents)
- CRM (HubSpot, spreadsheet trackers)
- Task Managers (Asana, Trello, ClickUp)
- Document Collection (Liscio, email chains, Dropbox requests)
- Calendar Apps (Calendly, Cal.com)
- Meeting Notes (Otter, Fireflies, handwritten)
One workspace. One subscription. Everything handled for $75/month.
Frequently Asked Questions about Sentia+ for Bookkeepers
Is Sentia+ a bookkeeping or accounting tool?
No. Sentia+ handles the client management and coordination side of your practice — client relationships, document collection, close tracking, communications, meeting notes, and prospect pipeline. Use it alongside QuickBooks, Xero, or your preferred bookkeeping software.
Can it track monthly close cycles?
Yes. The pipeline resets each month with stages like Documents Requested, Waiting on Client, In Progress, Review, and Delivered. See every client's close status at a glance and track progress through the month.
How does automated document collection work?
Create document request templates per client. Sentia sends the initial request at the start of each month and follows up automatically. Track what's received and what's missing per client. Escalate as your close deadline approaches.
Does it work for virtual bookkeepers?
Perfectly. Sentia+ is cloud-based with a full mobile interface. Manage clients across time zones, track documents, record calls, and handle follow-ups from anywhere. Built for the modern virtual bookkeeping practice.
Can I import my client list?
Yes. CSV import with smart field mapping handles contacts, companies, and engagement records. Export from Financial Cents, Canopy, or your current system and import with duplicate checking.
How much does it cost?
$75/month for Sentia+ Individual — introductory price, will increase. Includes everything: unlimited clients, AI assistant, email sync, calendar, meeting recording and transcription, pipeline, lead gen, analytics, and follow-up automation. Teams at $100/user/month with shared pipeline and team analytics. Enterprise at $200/user/month for firms.
Sentia+ Pricing for Bookkeepers
Sentia+ Individual costs $75 per user per month — an introductory price that will increase. Teams plans start at $100/user/month, and Enterprise at $200/user/month. This includes unlimited contacts, AI assistant, email sync, calendar, meeting recording and transcription, pipeline management, lead generation, analytics, and follow-up automation. Integration add-ons (WhatsApp, Telegram, Instagram, Messenger) are $10 per month each.
What Bookkeepers Say About Sentia+
I have 30 monthly bookkeeping clients. The receipt chase alone used to take 2 days at the start of every month. Sentia automated the entire sequence — requests, reminders, escalations. I got those 2 days back.
— Virtual Bookkeeper, Solo Practice
The monthly close pipeline view changed my life. I can see every client's status at a glance — who's ready, who's waiting, who's behind. No more spreadsheet tracking. No more surprises.
— Bookkeeping Firm Owner, 4 Staff
I replaced Financial Cents and HubSpot with Sentia. $75/month for everything — client management, document chase, meeting notes, prospect pipeline. And the AI briefings before client calls make me sound like I know their books inside and out.
— Bookkeeper & Advisor, 25 Clients