For bookkeepers · 15 helpers
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 helpers, with a record of most answers, for $20/mo.
The trial opens every pack and needs a card, then $20/mo. The free plan needs neither.
Why this exists
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 helpers 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. A record of most chat and Tasks answers for your professional liability carrier and your CPA partner. SUDO does not use your work to train AI. $20/mo flat, 30 days free.
The 15 helpers you get
Every bookkeeper task, preloaded.
- 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.
Why SUDO over ChatGPT
The differences that matter for bookkeepers.
A record you can show your insurance carrier.
For most chat and Tasks answers, SUDO records the model, the time, and the route it took. When a client or regulator asks how AI was used, you can show them the record.
A shield for the numbers that matter most.
In chat and Tasks, SUDO swaps Social Security, ITIN, card, EIN, and routing numbers for stand-ins before the AI reads them. Account numbers and other details still pass through, so keep raw bank exports out of AI Cloud or ask us about an AI Box.
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 helper 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.
Common questions
Before you start.
Is client financial data private?
Yes, within limits. SUDO does not use your prompts or responses to train AI, and built-in models run through Together AI under its own terms. The shield covers five kinds of ID number in chat and Tasks, and SUDO keeps an exportable record of most answers.
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. That is the work that happens around the ledger.
Does this give tax advice?
No. Every tax-adjacent helper 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.
Put the bookkeeper pack to work.
Thirty days with every pack, then $20/mo. Cancel from your account anytime.