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Aingel

For accounting firms

A portal for every client. An AI that asks first.

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  • QuickBooks Online
  • Excel
  • Gmail
  • Stripe
All industries

Sounds familiar?

What owners tell us

  • Clients email the firm for their numbers.
  • Statements typed into QuickBooks by hand.
  • Categorization lives in one person's head.
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Before and after

The same week, less busywork

  1. 01Monday, statements

    By hand today

    Type each statement line into QuickBooks by hand.

    With Aingel

    Drop the PDF. It ties to the footer to the penny.

  2. 02Thursday, a client asks

    By hand today

    Pull a report, clean it, reply days later.

    With Aingel

    The client asks their portal. It answers from QuickBooks.

  3. 03Collections day

    By hand today

    Ad hoc reminders in two languages, untracked.

    With Aingel

    Drafts wait in each customer's language. You send.

Build first

Three things, in shipping order

  1. 01AI agent

    A bookkeeping agent

    Recommends the account, writes after you confirm.

  2. 02Custom app

    A white-label client portal

    Dashboards, P&L, and reports under your logo.

  3. 03Automation

    Statement intake

    Statement PDFs become monthly runs, to the penny.

Proof

We have built this before

Every client got a portal; every bookkeeper got an AI that asks first.

Case studyAccountingAnonymized

Every client got a portal, every bookkeeper got an AI

A white-label client portal on QuickBooks, six specialized agents, an AI bookkeeping platform, and a bilingual collections agent.

PortalAI agentCustom appAutomation
Read the story

Try it on sample data

Safety

Built so it cannot surprise you

  • Two-factor login. QuickBooks tokens encrypted at rest.

  • Every write waits on approval and is logged.

  • Client data is tenant-scoped, with an append-only audit log.

FAQ

What owners ask first

No. Every query is scoped to that client, enforced in the database.

Low-confidence rows go to review. Nothing is written until a person confirms.

Yes. Collections drafts come in English or Spanish. You send them.

Book a call

See it for your business.

Bring the tools you run on. We will put the plan in writing.

Book a callSee what AI could do for you

No rip-and-replace. You approve every action.