Tasks & close checklists
Each client is a project with sections and recurring month-end checklists. Work in list, board or calendar view, with assignees, comments and attachments.
Tasks in detail →
For bookkeeping & accounting firms
Your books, on autopilot.
AutoZonBooks runs your firm’s month: recurring close checklists for every client, a client portal for bill approvals and to-dos, an AP inbox, and an AI Close Agent that checks QuickBooks against your own instructions.
Built by a working bookkeeping firm, for bookkeeping firms.
One place for the whole firm
Everything your team touches at month-end, finally in one app.
Stop stitching together a task tool, a shared inbox, email threads with clients and a spreadsheet of who’s closed. AutoZonBooks was built around how a bookkeeping firm actually works.
Client portal
Clients approve or hold bills, answer your to-dos with text, files or a voice note, and download their reports. No more chasing over email.
See the portal →AP inbox
A billing inbox and review queue per client, approval requests sent to the client, and an AP report by vendor with notes like “do not pay”.
AP in detail →AI Close Agent
Skills check each client’s QuickBooks against your written instructions, on a schedule or on demand, and create follow-up tasks for what isn’t done.
How the agent works →Client onboarding
An intake form, a template that creates and assigns the setup tasks, a checklist to track it, and a clean close-out when the client is live.
Onboarding in detail →Team, roles & workload
Invite staff with roles, choose which clients each person sees, and balance work with the team workload view and per-user dashboards.
Team in detail →Also included: Sales & leads pipeline with deal valuesImport from Asana or ClickUp Coming soonMobile app Coming soon
How it works
Set it up once. Then let the month run itself.
Add clients and their rules
Onboard each client with the intake form and your template. Write down what “closed” means for them, and connect their QuickBooks Online read-only.
Run the month
Recurring checklists land on the right people every month. Clients approve bills and answer questions in their portal instead of your inbox.
Let the agent check
After your close deadline, the Close Agent reviews each client against their instructions and turns anything that isn’t done into a follow-up task.
AI Close Agent
A second reviewer for every client, every month.
Skills like “Month-end close review” and “Bank reconciliation check” read the client’s own instructions, then look at their QuickBooks data to confirm the work is really done.
- Your instructions, your standards. Each client’s notes tell the agent what to check.
- Findings become tasks. Blockers and warnings turn into follow-ups for the right person.
- Your own AI key. Usage is billed by your AI provider, with no markup from us.
- Read-only QuickBooks. The agent looks. It never changes anything in the books.
Client portal
Your clients get a portal. You get your inbox back.
Every client gets one simple place, under your firm’s name, to see what you need from them. They only ever see their own company.
- Approve or hold bills with one click. Holding a bill requires a reason, so you always know why.
- Answer to-dos with a reply, a file or a voice note.
- Download reports and documents you share, and upload their own statements and receipts.
FAQ
Questions firms ask us
Who is AutoZonBooks for?
Bookkeeping and accounting firms that close the books for many clients each month, especially firms on QuickBooks Online. It’s built by the team at Bottom Line Management, a bookkeeping firm, for the way firms really work.
How much does it cost?
$9.99 per client, per month. Unlimited users, and every feature is included. AI usage is billed by your own AI provider. See pricing for a calculator.
Does it replace QuickBooks?
No. QuickBooks stays your ledger. AutoZonBooks is where your firm runs the work around it: tasks, client communication, AP review and checking that the close is really done.
Will the AI change anything in my clients’ books?
No. Each client’s QuickBooks connection is used read-only. The Close Agent reads data and reports, and writes its findings and follow-up tasks inside AutoZonBooks.
Do I need my own AI account?
Yes, if you want to use the Close Agent. Your firm adds its own API key (skills run on Claude today; ChatGPT, Grok and Gemini keys can also be stored). You pay your AI provider directly with no markup from us. Everything else works without AI.
What do my clients need?
Just an email address. You invite them to the portal, they set a password, and they only ever see their own company.
Can I move over from Asana or ClickUp?
An importer for Asana and ClickUp is in progress and marked coming soon. Until then, we’ll help you set up your template and clients during onboarding.
See your month-end on autopilot.
A 30-minute walkthrough with someone who runs a bookkeeping firm on AutoZonBooks.