Invoice and Bookkeeping Agent AI agent
The AI Invoice and Bookkeeping Agent generates and sends invoices from job or project data, follows up on overdue payments with escalating reminders, matches payments to invoices in your accounting system, and flags discrepancies for review. It turns a time-consuming manual workflow into a hands-off process that keeps cash flowing.
SOHOON Assistant
Online · replies instantly
How it works
AI Invoice and Bookkeeping Agent, from first contact to logged result
Request comes in
When a job is completed or a milestone is reached, the agent pulls the relevant data and generates a formatted invoice.
Is it inside the knowledge base?
The invoice is sent to the client by email and tracked for payment status in real time.
Handled automatically
Overdue invoices trigger a sequence of polite follow-up messages at intervals you set, escalating in tone if needed.
Escalated to your team
If a request falls outside what the AI invoice and bookkeeping agent is trained on, it hands off to the right person with a summary of what was already discussed.
Logged and reviewable
Incoming payments are matched to open invoices and reconciled in your accounting software automatically.
What it changes for your business
- Invoices go out the same day work is completed, improving cash flow.
- Overdue payment follow-up runs automatically without awkward manual chasing.
- Reconciliation errors are caught early before they compound at month-end.
- Finance staff spend time on exceptions and strategy, not routine data entry.
- Clients receive professional, consistent invoices that reflect your brand.
Where it works
Freelance agency automating invoice generation after each project milestone is approved.
Home-services company sending invoices immediately after a job is marked complete in the field.
Law firm billing clients for time entries without manual invoice preparation.
Accounting firm processing high volumes of client invoices with automatic reconciliation.
SaaS business managing recurring subscription billing and failed-payment recovery.
Integrations
Connects with your tools
The AI Invoice and Bookkeeping Agent plugs into the platforms you already run on, so it works inside your existing stack, no rip-and-replace.
Stripe
Connected
QuickBooks
Connected
Xero
Connected
Zapier
Connected
Gmail
Connected
HubSpot
Connected
GoHighLevel
Connected
Your stack
Any API or webhook
Why us
Why businesses choose SOHOON
A few reasons ai invoice and bookkeeping agent clients trust us with work that matters to their business.
7
Years in business
6
Countries served
37
Services offered
9
Industries served
A 7-year software house
Not a freelancer and not a faceless marketplace. A settled team that has shipped real products since 2019 across many industries.
Experience in your niche
We have built for insurance, healthcare, gyms, restaurants, HVAC, mortgage, real estate and more, so we understand your world quickly.
Fixed scope, clear quotes
You get a written quote and milestone plan before we start. No surprise invoices and no scope creep.
One accountable team
A single point of contact who owns your project end to end, with senior engineers and designers behind them.
Secure and compliant
We build with security in mind, including HIPAA-aware solutions for healthcare and insurance clients who need them.
Here after launch
We do not disappear on go-live. Maintenance, support and improvements are part of how we work.
AI Invoice and Bookkeeping Agent pricing
Set up and managed by SOHOON. Switch currency to your region, or book a free call to scope your AI invoice and bookkeeping agent.
Hourly rate
$30/hour
Flexible hourly engagement for changes, support and ongoing work. Most projects use a fixed quote below.
Starter Agent
$299/mo
One AI agent, set up and managed.
- 1 AI agent (voice or chat)
- Setup, training & integration
- Up to 500 conversations/mo
Business
from $799/mo
Multiple agents across channels.
- Up to 3 AI agents
- Voice, chat & email
- Analytics + priority support
Custom AI
from $2,500
Custom-built agents for your workflow.
- Unlimited agents
- Custom workflows + your data (RAG)
- Dedicated build & support
Not sure which option fits?
Book a free appointment and we will scope your project and give you an exact quote.
Starting estimates shown in USD. Conversions from USD are approximate; your final fixed quote is confirmed after a free consultation.
Trusted by business owners
Real words from owners we have worked with. We use first name and industry only, out of respect for our clients’ privacy.
“Listings load fast and leads come straight to my phone. They understood real estate and did not need everything spelled out.”
“Client intake used to be a mess. Now it is organized and secure, and the team was patient with our legal requirements.”
“They set up our Medicare lead funnel and the follow-up runs on its own now. Honest, responsive and easy to work with.”
“Our car auction platform handles bids and payouts without me babysitting it. They thought through the edge cases we missed.”
“They built our booking system and our front desk finally stopped drowning in calls. Setup was smooth and they actually explained things in plain English.”
“Listings load fast and leads come straight to my phone. They understood real estate and did not need everything spelled out.”
“Client intake used to be a mess. Now it is organized and secure, and the team was patient with our legal requirements.”
“They set up our Medicare lead funnel and the follow-up runs on its own now. Honest, responsive and easy to work with.”
“Our car auction platform handles bids and payouts without me babysitting it. They thought through the edge cases we missed.”
“They built our booking system and our front desk finally stopped drowning in calls. Setup was smooth and they actually explained things in plain English.”
“Our mortgage site looks professional and clients trust us before the first call. The team understood our compliance needs without me chasing them.”
“The AI receptionist catches the calls we used to miss after hours. Members book classes on their own now and my staff can focus on the floor.”
“Our online ordering just works. Orders flow straight to the kitchen and the whole thing was live faster than I expected.”
“They handled our HIPAA requirements properly and kept it simple for us. The portal made enrollments far less painful for my clients.”
“Booked jobs went up because customers can schedule online and we reply instantly. They built exactly what we asked for, on time.”
“Our mortgage site looks professional and clients trust us before the first call. The team understood our compliance needs without me chasing them.”
“The AI receptionist catches the calls we used to miss after hours. Members book classes on their own now and my staff can focus on the floor.”
“Our online ordering just works. Orders flow straight to the kitchen and the whole thing was live faster than I expected.”
“They handled our HIPAA requirements properly and kept it simple for us. The portal made enrollments far less painful for my clients.”
“Booked jobs went up because customers can schedule online and we reply instantly. They built exactly what we asked for, on time.”
Testimonials reflect real client feedback. Names are shortened and shown with industry only at our clients’ request.
Tailored to your niche
AI Invoice and Bookkeeping Agent by industry
Built with the flows, examples and language of your industry. Pick yours to see exactly how it works for your business.
FAQ
AI Invoice and Bookkeeping Agent: questions answered
Yes. Recurring billing schedules are supported with automatic generation and delivery on the defined cycle.
Failed payments trigger a retry sequence and a client notification. Disputes are flagged for human review with the full invoice history attached.
Yes. Native integrations are available for both platforms, with Zapier as a fallback for other accounting systems.
It depends on scope. We run a free consultation, scope the work, and give you a clear fixed quote before anything begins. You can also see starting prices on this page and switch to your currency.
Most projects start within a few days of approval. We share a milestone timeline up front so you always know what is happening and when, and you see progress in regular demos.
Yes. We offer maintenance, updates, security and improvements after go-live, so your ai invoice and bookkeeping agent keeps working and gets better over time.
We are a software house that has shipped products since 2019 across many industries. You get fixed quotes, one accountable team, senior talent and honest communication, not a freelancer who disappears.
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