An AI bookkeeping assistant that keeps the admin tidy between you and your accountant
Bookkeeping is mostly categorizing, matching, chasing, and summarizing — necessary, repetitive, and a poor use of an owner's evening. This stack automates the data-entry layer: pulling details from receipts and invoices, drafting categorizations, flagging odd transactions, and producing plain-English summaries so you always know where you stand. Important honesty: this is not accounting advice and it does not replace your accountant. It won't file your taxes, make compliance judgments, or catch everything — a professional still reviews the books and handles anything that carries legal or tax consequence. We say so clearly below. The prices for every tool are live from our catalogue with dated evidence, and the $99 one-time setup unlocks the plan that sets up the receipt capture and summary workflow; an optional $29/month subscription keeps it current.
What it handles
- 2–5 hrs/wk
Extract receipt data
Pull line items and totals from photos and PDFs automatically.
Draft categorizations
Suggest expense categories you confirm, not guess-and-hope.
Flag anomalies
Surface duplicate, unusual, or missing transactions for review.
Chase documents
Draft reminders for missing receipts and unpaid invoices.
Summarize monthly
Produce a plain-English 'where the money went' summary.
The stack behind it
The exact tools at the recommended budget, each with its own last price-check date.
Draft client emails, summaries, and explainers carefully.
$20/mo
Quick, cited research on rules and rates — free to start.
$0/mo
Limited time: +$40 free Computer credits with Pro, +$450 with Max
Prices last verified: Aug 6, 2026
AI stack vs hiring — what you'd keep
Compare the yearly cost of a hire against the AI tool stack that does the repetitive work.
This stack includes usage-based pricing, so the exact monthly cost depends on volume — see the live prices below.
This compares cost only, and deliberately understates hiring (it excludes recruiting, onboarding, equipment, software, and management overhead). An AI stack does specific tasks with your oversight — it doesn't replace judgment, relationships, or accountability. The plan is a one-time cost added to year one.
Salary source: U.S. BLS OES, May 2023 (SOC 43-3031) · U.S. BLS Employer Costs for Employee Compensation
See if this is your planWhat an AI bookkeeping assistant can't do
The honest limits. This is a tool with your oversight, not a person.
- Give accounting, tax, or compliance advice — that's your accountant's job.
- File returns or make regulatory judgment calls.
- Catch every error; a professional still reviews the books.
- Handle audits or anything with legal consequence.
- Be trusted unreviewed on numbers that matter to the tax office.
Questions about an AI bookkeeping assistant
Does this replace my accountant?
No, and it shouldn't. It removes the data-entry grind so your accountant spends time on advice, not admin. Professional review stays.
Does it connect to accounting software?
The stack works alongside common bookkeeping tools. The template covers the receipt-capture and summary setup.
Is it safe with financial data?
You choose tools with clear data handling, and the template notes privacy considerations for sensitive records.
And what does Dapols cost?
The tool prices on this page are paid to those vendors, monthly, for as long as you use them. This is the separate — and much smaller — cost of the plan that works out which of them you actually need and wires them together.
- $99
- The tools, the prompts, the connectors and the order to set them up in, customized to your answers and reviewed by a person before it reaches you. It does not renew, and we keep no card for a later charge.
- $29
- Only if you want the plan kept current as these prices move. We ask about a month in — you start it, we never start it for you, and stopping it leaves the plan you bought exactly as it is.
once, to unlock your plan
a month, optional and later