AI Bookkeeping Kickoff: Build a Copilot for the Close
Join Instructor to be announced (bookkeeper / accountant · currently practicing) for a free live session.
Instructor to be announced
bookkeeper / accountant · currently practicing
Categorize, reconcile, and close faster — with a bookkeeping copilot you build.
Bookkeeping is rules plus judgment plus a lot of repetition — ideal for an AI copilot that respects the rules. This sprint is a build: you leave with a copilot that categorizes transactions to your chart of accounts, catches reconciliation breaks, and preps month-end — with a review step so the books stay clean and auditable. Taught by a practicing bookkeeper/accountant.
Watch the first session before you commit
A short, self-paced preview of the bookkeeping copilot categorizing and reconciling — before the live kickoff.
Sneak-peek video coming soon
A short first-session preview, before the live cohort.
What You'll Learn
Categorize to Your COA
Auto-categorize transactions to your chart of accounts, with your rules — and learn from corrections.
Reconcile Faster
Surface breaks and likely matches so reconciliation stops being a slog.
Prep Month-End
Assemble the close checklist and draft the journals you review and post.
Keep the Books Clean
Build the review step that keeps accuracy and the audit trail intact.
Who Is This For?
This sprint is designed for:
Bookkeepers
Doing the same categorization and recon every month who want it accelerated.
Accountants
Running many clients who want leverage without losing accuracy.
Founders & Ops
Doing their own books who want a copilot that respects the rules.
Sprint Outline
4 weeks · 3 sessions per week
Projects You'll Ship
Leave with real work to show, not just a certificate.
Categorization Copilot
Auto-categorizes transactions to your COA and learns from your corrections.
Reconciliation Helper
Surfaces breaks and likely matches so recon stops being a slog.
Close Copilot
Categorize → reconcile → month-end prep, connected — presented live.
Your Instructors
Instructor to be announced
bookkeeper / accountant · currently practicing
Taught by a practicing bookkeeper / accountant who does this work today. Instructor announced ahead of the cohort — join the free kickoff to meet them and see the AI bookkeeping copilot built live.
Sprint Schedule
All sessions are instructor-led and live. Recordings available within 24 hours.
SUNDAY
9:00 AM PDT
Live ClassPrimary build session with the instructor — lecture, live build, and Q&A.
WEDNESDAY
6:00 PM PDT
Coaching SessionSmall-group coaching. Bring your work and current blockers.
THURSDAY
6:00 PM PDT
Practice SessionHands-on practice and peer review on your own workflow.
Frequently Asked Questions
AI Bookkeeping Kickoff: Build a Copilot for the Close
with a practicing bookkeeper / accountant · instructor announced soon
What you'll walk away with:
🎁 Bonus for attendees:
Get "The AI Bookkeeping Starter Kit"
Categorization-rule prompts, a recon helper guide, and a close checklist
Claim your free seat
Skills you can deploy on Monday morning.