Personal Accountant
Invoice tracking, expense management, and financial summaries.
From $50/month
People use
at:
Core skills at a glance
Your finances organized, automated, and always up to date.
Expense tracking
Categorizes transactions, flags anomalies, and keeps totals updated so you always know where your money goes.
Google Sheets
Invoice management
Drafts, sends, and tracks invoices by email, without needing to chase payments manually.
NotionInvoice management
Financial summaries
Daily and weekly cash flow reports, budget vs. actual, and variance alerts delivered on time.
Stripe
Tax preparation support
Organizes receipts, extracts data from documents, and prepares summaries for your accountant.
BrexHow it works
From shoebox receipts to books that stay current.
- 01
Connect your money tools
Link your billing, banking, and spreadsheet tools so transactions flow in as they happen.
- 02
07:301×QSet your categories and budgets
Approve its proposed expense categories and budgets, or share your existing structure and it adopts it.
- 03
Personal Accountant- You get proactive nudgesBill reminders, variance alerts, and unusual transaction flags arrive before problems compound.
- Summaries arrive on scheduleWeekly or monthly financial summaries and cash flow reports land ready to read or forward.
Bookkeeping runs itself
Expenses are categorized, receipts are parsed and filed, and invoices are drafted and sent on your cadence.
Works with your financial tools
Your accountant keeps books current in the tools your money already flows through.
- Stripe
- Brex
- Google Sheets
- Gmail
- Google Drive
- Notion
Plus 50 more integrations, with receipts and documents organized automatically.
All integrations
A day in the life
A working rhythm for an AI Personal Accountant supporting a small business owner.
@Marc Feels like software costs crept up. Am I imagining it?
3 tool calls · done in 38s
No. Software spend is $1,940 this month, 20% over budget. Drivers: two new design seats, an annual renewal, and a duplicate subscription.
- All 18 Brex charges categorized✓
- Duplicate subscription flagged in the sheet✓
Which one is the duplicate?
Two scheduling tools at $29 a month each. The second has not been used since March. Cancelling saves $348 a year.
See the full day
Categorizes yesterday's 18 transactions and files two emailed receipts.
Sends the outstanding invoice for last week's project with your standard terms.
Flags that software spend is 20% over budget this month, with the three drivers.
Reminds you the quarterly tax payment is due in five days.
Reconciles the Stripe payout against invoices and marks two as paid.
Updates the cash flow sheet and notes a tight week coming at month-end.
Prepares the weekly summary: money in, money out, and what needs your eyes.
Don't take our word for it
I've been using Spinnable to help run my business, from email triage to KPI reporting, and I truly believe every business person needs this product.
Competitor mappings, pricing ladders, morning briefs, even my family's to-do list, all handled by AI workers that genuinely understand context.
João BarretoDirector of Innovation
BateelI run multiple AI workers across my family office and ventures, handling email, travel, outreach, and even Portuguese bookings. It's been a massive force multiplier.
Rupert BarksfieldCo-Founder
Centry CapitalFrequently asked questions
What business owners ask before delegating the books.
What does an AI Personal Accountant do?
It categorizes expenses, extracts and organizes receipts, drafts and sends invoices, reminds you of bills, runs budget-versus-actual analysis, and delivers scheduled cash flow reports and financial summaries, keeping your books continuously current.
Does it replace my accountant at tax time?
No; it makes them faster. Your books arrive organized and categorized with receipts attached, which cuts the preparation work your accountant bills for. Statutory filing stays with a qualified professional.
Is my financial data secure?
Yes. Data is encrypted in transit and at rest, the worker only accesses the tools you connect, and your data is never used to train AI models. You control permissions at all times.
Can it send invoices for me?
Yes. It drafts invoices from your work or billing data, sends them on your schedule, tracks payment status, and nudges late payers politely until they pay.
How much does it cost?
Plans start at $50/month, typically compared against monthly bookkeeping services, with the difference that your numbers are current every day, not once a month.
What if it categorizes something wrong?
Correct it in plain language and the correction sticks: the worker learns your preferences and applies them going forward, so accuracy improves with use.
What an AI Personal Accountant actually does
An AI Personal Accountant is an autonomous AI worker that keeps your books current without the monthly scramble. It categorizes and tracks expenses, extracts data from receipts, drafts and sends invoices, reminds you before bills are due, and produces cash flow reports and financial summaries on a schedule.
It watches your numbers continuously: budget-versus-actual comparisons run automatically, variances trigger alerts, and tax-time preparation becomes an export instead of an archaeology project.
Everything is explained in plain language over the channels you already use, so you always know where the money went and what is coming due, without opening accounting software.
Explore more AI workers
Roles teams often hire alongside this one.
Ready to get your finances in order?
Put your personal accountant to work today.
From $50/month