Sybyte Agent Division
AI agents for bookkeepers and accountants
A digital employee that chases client documents, prepares QuickBooks invoices and keeps month-end on schedule, so your team spends its time on the books, not the inbox.
Sound familiar?
The admin that keeps you from your clients.
- Clients send receipts and statements late, or not at all
- Hours each week go to reminder emails and phone tag
- Invoices and payment follow-ups slip during busy season
- New client onboarding is the same checklist every time
What your digital employee does
Client intake
Answers new inquiries, collects business details and books the discovery call.
Document chasing
Sends a personal checklist to each client and follows up until every item is in.
QuickBooks invoices
Drafts recurring and one-off invoices in QuickBooks Online for your approval.
Payment reminders
Polite, scheduled reminders on overdue invoices, stopping once payment arrives.
Month-end and tax deadlines
Reminds clients about HST, payroll and year-end dates before they become urgent.
Onboarding
Runs the engagement letter, access requests and welcome steps for every new client.
The agent prepares and reminds. You approve invoices and own every number in the books.
A day with your digital employee
An example of the work it takes off your plate.
8:00 am
Sends this week's document checklists to 40 clients, each with only the items they still owe.
11:00 am
Files incoming receipts into the right client folder and updates the tracker.
2:00 pm
Drafts 12 monthly invoices in QuickBooks and sends them to you to approve.
6:00 pm
Replies to an after-hours inquiry and books a discovery call for tomorrow.
Where to start
Suggested plan
Pro Agent
$499 / month
Most firms need intake, document chasing and invoicing working together, connected to QuickBooks.
- Up to 3 task areas
- CRM, calendar and QuickBooks
- Monthly tuning
- Priority support
Works with your tools
- QuickBooks Online
- Microsoft 365 or Google Workspace
- Shared client folders (OneDrive, Google Drive, Dropbox)
- Your website forms and calendar
Every plan starts with a free AI audit and a 7-day pilot for $99. Prices in Canadian dollars. See all plans
Questions
Will the agent post entries to my clients' books?
No. It drafts invoices and organizes documents. Posting and reconciliation stay with your team.
Can it handle busy season volume?
Yes. It sends hundreds of personalized reminders without extra cost, which is where firms save the most time.
Do I need any technical knowledge?
No. We design, build, connect and run your agents. You tell us how the work is done today, and you approve how the agent behaves.
Which tools can the agents work with?
Common small-business tools, including QuickBooks Online, Microsoft 365, Google Workspace, popular CRMs, calendars, web forms and email. We connect them through proven platforms such as Microsoft Copilot Studio, Zapier, Make and n8n.
Free AI audit: 10 tasks you can automate now
Book a 15-minute call. We will map the tasks in your business that a digital employee can take over, with no obligation.