booksie.AI
"AI-first" bookkeeping
Prompt: "How can Booksie help my business?"
> bookkeeping
> cash forecasting
> financial reporting
> fund raising:: "$$$$$$"/
We use AI to deliver accurate and cost effective full cycle bookkeeping
on time - every time
Beyond Bean Counting
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Prompts to supercharge your Excel, QuickBooks, and Salesforce data
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Tools to streamline your workflows
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People to manage your cashflow and support fund raising
Tools we use (and you should too!)
AI Tools
> MS Excel Copilot (pre-release)
> ChatGPT Code Interpreter (spreadsheet analysis)
> kyligence.io (data and KPI copilot)
> definite.app (slack data integration)
> claude.ai (PowerPoint creation)
> pptx.ai (PowerPoint creation)
> storyd.ai (data presentations)
> morphdb.io (data studio)
> narrative.bi (narratives from data)
> geniussheets.com (SalesForce BI agent)
> sheetai.app (google sheet conversations)
> graphy.app (data visualization)
> stack-ai.com (AI process automation)
> trustfinta.com (fund raising copilot)
Legacy Tools
> Excel, Google Sheets
> QuickBooks, Netsuite, Sage, Salesforce
> Slack, Notion
> ADP, Paychex, QB Payroll, Gusto, Rippling
> stripe (payment platform)
> bill.com (AR/AP automation)
> lockstep (AR/AP automation)
> Ramp (AP automation)
> blackline (accounting automation)
> expensify (expense management)
> concur (expense management)
> recurly (recurring revenue mgmt.)
> chargebee (recurring revenue mgmt.)
> flowcog (SaaS cash forecasting)
> a2x (ecommerce accounting)
> zapier (process automation)