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 retainers renew in the next 60 days, and which tenants are behind on rent?”
- The AI agent: The AI lists recurring schedules with end dates in the window, then cross-checks the receivables ledger and names tenants with overdue rent invoices, how many days late and how much.
- You review: You decide which contracts to renew or reprice, and approve reminder messages before they go out by email or WhatsApp.