How the HelloBooks AI agent handles it
You ask in plain English, the AI does the bookkeeping work, and you or your accountant approve the result.
- You ask: “Which clients have not uploaded October bank statements, and whose VAT returns are due this month?”
- The AI agent: The AI checks each client file in the firm console, lists clients with missing statements or unreviewed transactions, and shows which have VAT 201 drafts ready for review before the filing deadline.
- You review: The firm's staff chase the missing items, review each client's draft return, and file on EmaraTax with the client's approval.