AI for Bookkeepers.
Bookkeepers and accounting firms juggle chart of accounts, monthly closes, bank recs, AR follow-up, 1099s, sales tax, and client comms. SUDO is 15 specialized agents — with audit logs and a private workspace mode — for $20/mo.
Credit card required. $20/mo after trial. Cancel anytime.
Bookkeeping is a quiet business of recurring deadlines, and the firms that scale are the ones that systematize. Chart of accounts setup for a new client. Monthly close for fifteen others. Bank reconciliations that have to balance to the penny. AR aging follow-ups that get paid without burning relationships. 1099 prep in January. Sales tax nexus reviews when a client expands. Year-end tax organizer packages for the CPA. A bookkeeping firm doing all of this by hand on top of the actual ledger work has a capacity ceiling. SUDO ships 15 agents built specifically for bookkeeping and small-business accounting workflows: a chart of accounts builder that produces a real GAAP-numbered structure adapted to industry, a transaction categorizer that flags ambiguous items rather than guessing, a monthly close coach that walks you through phase-by-phase, a bank reconciliation diagnostic that finds the actual reconciling difference, an AR manager with full collection email templates by aging bucket, and more. Audit logs for every interaction so your professional liability carrier and your CPA partner have a complete record. Private workspace mode so client financial data never enters a consumer model's training set. $20/mo flat, 30 days free.
Every bookkeeper task, pre-loaded.
- 01Chart of Accounts BuilderSets up or restructures a chart of accounts that actually makes sense for how your business operates.
- 02Transaction CategorizerCategorizes bank and credit card transactions correctly the first time, every time.
- 03Monthly Close Checklist CoachGuides you through a complete monthly bookkeeping close so nothing gets missed and financial statements are reliable.
- 04Bank Reconciliation AssistantWalks you through the bank reconciliation process step by step and helps you find exactly why your balances don't match.
- 05Accounts Receivable ManagerManages your outstanding invoices, writes collection follow-ups, and helps you get paid without damaging client relationships.
- 06Tax Deduction FinderSystematically identifies deductions you are missing based on your specific business type, activities, and expenses.
- 07Quarterly Tax EstimatorCalculates your quarterly estimated tax payments, helps you understand what you owe, and keeps you from getting hit with penalties.
- 081099 Contractor ManagerTracks contractor payments, manages W-9 collection, and prepares everything needed to file 1099-NEC forms accurately and on time.
- 09Sales Tax NavigatorDemystifies sales tax obligations, determines nexus in multiple states, and guides you through filing requirements for your business type.
- 10Year-End Tax Prep OrganizerCreates a complete, personalized year-end checklist so your books are clean, your documents are gathered, and your CPA gets everything they need in one organized package.
- 11Financial Statement GeneratorTransforms your raw financial data into professional P&L statements, balance sheets, and cash flow statements with analysis and commentary.
- 12Cash Flow ForecasterBuilds 30, 60, and 90-day cash flow projections so you always know what money is coming in, what's going out, and what's left.
- 13Client Communication WriterWrites professional, clear communications to bookkeeping and accounting clients about their books, tax deadlines, outstanding items, and financial updates.
- 14Pricing and Engagement Letter WriterWrites professional service proposals, pricing packages, and engagement letters that win clients and protect you legally.
- 15KPI Dashboard BuilderDesigns a financial KPI dashboard tailored to your business type, sets performance benchmarks, and builds a monthly reporting cadence that actually drives decisions.
The differences that matter for bookkeepers.
Audit logs your insurance carrier expects.
Every prompt and response is logged. When a client or regulator asks how AI was used and on what data, you can produce a complete record — not a vague answer.
Private workspace mode for client financial data.
Bank transactions, AR aging, tax data — none of this should be feeding a public model. SUDO has a private workspace mode that keeps all of it out of the underlying provider's training pipeline.
Workflows, not chat.
The monthly close coach asks the right questions for cash vs accrual, walks you through each phase, and produces a close summary you can hand to a client. The bank rec agent runs the diagnostic checklist for transposition errors, missing entries, and timing differences. These are workflows, not "ask AI a question".
Flat $20/mo, scales with your firm.
For a solo bookkeeper or a 3-person firm, $20/mo is a rounding error against what one missed deadline costs. Add seats later if you grow. The trial is 30 days free with the full workspace unlocked.
Is client financial data private?
Yes. SUDO has a private workspace mode that keeps your prompts and responses — including transaction data, AR aging, and tax info — out of the underlying model providers' training data. Every interaction is also logged to an exportable audit trail.
Does this replace QuickBooks / Xero?
No. SUDO is the workspace where you do the thinking, drafting, and communication around your accounting software. You still run the books in QuickBooks or Xero. SUDO handles the chart of accounts design, the close coaching, the AR follow-up emails, the 1099 prep checklist, the tax organizer package — the work that happens around the ledger.
Does this give tax advice?
No. Every tax-adjacent agent prints a disclaimer that the output is for discussion and planning purposes only and must be reviewed by a licensed CPA or tax professional. SUDO is a drafting and organizing tool, not a substitute for professional judgment.
What if I want to cancel?
Two clicks from your account. The 30-day trial requires a credit card to prevent abuse, but no charge until day 30. Cancel before then and there is no charge.
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