Run bookkeeping with an AI coworker
Bookkeeping should not eat the same founder hours every month. Duet connects to the tools you already use, categorizes transactions, reconciles the obvious matches, flags the weird ones, and gives you a clean monthly packet to review or send to your finance partner. You stay lean without letting the books drift.
How Duet runs this with review rules.
Connect your accounting stack
Connect QuickBooks, Xero, Stripe, Plaid, Mercury, Ramp, or the CSV exports you already pull. Duet reads the chart of accounts, vendor history, customer names, and prior reconciliations before touching new transactions.
Teach the categorization rules
Explain the edge cases once: software goes to subscriptions, contractors go to cost of goods sold, client meals get split, founder reimbursements need receipts. Duet turns that into reusable rules instead of asking the same question every month.
Categorize and match transactions
New transactions are categorized against the rule set, matched to invoices or receipts, and marked with confidence. High-confidence items are queued for batch approval; low-confidence items get a short note explaining what Duet needs from you.
Reconcile the easy accounts
Duet compares bank, card, Stripe, and accounting balances, resolves obvious timing differences, and produces a reconciliation checklist. The goal is not to pretend accounting judgment disappeared — it is to turn human review into a focused check instead of a manual rebuild.
Flag anomalies before they become urgent
Duplicate subscriptions, unusual vendor spend, missing receipts, late deposits, uncategorized transfers, and margin swings get surfaced as exceptions. You see the handful of weird things, not every line item.
Send the monthly packet
At month end, Duet prepares a concise packet: P&L, cash movement, unresolved questions, anomalies, and the files your finance partner needs. The books become a running system, not a quarterly archaeology project.
This job fits these roles.
Browse the persona axis to see the rest of the work each role hands off — the same job ladders into adjacent ones once Duet knows your business.
Long-tail playbooks that lean on this job.
Common questions about handing this off.
Does Duet replace my finance partner?
No. Duet does the repeatable bookkeeping ops so your finance partner can review cleaner work and focus on judgment, taxes, and advice. Small teams can use Duet to prepare the month-end packet while keeping a human reviewer for sign-off.
Can it write directly into QuickBooks or Xero?
Duet can connect to QuickBooks or Xero through available APIs, exports, or custom wiring with scoped permissions. Start in review mode, then allow high-confidence categories to post under your rules only once the setup has proven itself.
How does Duet handle weird transactions?
Anything below the confidence threshold becomes an exception with a short explanation and the source documents attached. Duet does not bury ambiguity inside a category; it asks the human once, remembers the answer, and applies the rule next time.
Is this useful if I already have a bookkeeper?
Yes. Duet reduces the back-and-forth that makes bookkeeping expensive: receipt chasing, vendor explanations, export cleanup, and monthly packet prep. Your bookkeeper gets cleaner inputs and fewer mystery rows.
What accounting tools does it support?
Duet can connect to accounting workflows through APIs, exports, Plaid-connected data, CSV, or custom wiring depending on the tool. For QuickBooks, Xero, Stripe, Mercury, Ramp, Brex, and bank data, scope access before enabling writes.
Will Duet move money or approve payments?
Not by default. Duet can prepare invoices, categorize expenses, and draft payment reminders, but money movement stays behind explicit approval unless you set a narrow trusted rule for it.
Hand bookkeeping to Duet today.
Start with one connected workflow, then let Duet run the recurring pieces from your workspace.