Scope sheet
finbryn.com
AI and automation
AI bookkeeping automation setup
AI bookkeeping automation setup from Finbryn configures bank and card rules in QuickBooks Online or Xero, a categorization model trained on a US business's own chart of accounts, and receipt capture so routine transactions code themselves. Uncertain items route to a named reviewer, and nothing posts without a person checking it first.
What is included
- Bank and card feed rules built from your own transaction history
- A categorization model trained on your chart of accounts and vendor list
- Receipt and bill capture connected through Dext, Hubdoc or your existing inbox
- A tuned confidence threshold routing uncertain items to a human reviewer
- A written change log covering every rule edit going forward
- A shadow-test comparison report against a prior closed month
- A named reviewer assigned on your delivery pod for exceptions
- A review-rate report after each of the first several closes
The process
- 1.
Read the history
60 to 90 days of bank, card and payment-processor transactions are reviewed to find real repeat patterns in your own data.
- 2.
Draft rules and model
Categorization rules and a confidence model get built against your actual chart of accounts and vendor list.
- 3.
Shadow test
The draft rules run against a recent closed month to compare model output with what actually happened before anything goes live.
- 4.
Connect capture
Dext, Hubdoc or your existing inbox gets wired into the categorization logic so receipts match transactions automatically.
- 5.
Set the threshold
A confidence line is set for what posts automatically versus what routes to your named reviewer.
- 6.
Go live and tune
Rules run on real transactions with review queues in place, and thresholds are revisited after the first two or three closes.
Software
QuickBooks Online, Xero, Dext, Hubdoc, Ramp
Quality control
Low-confidence items still route to a person by design, and a senior reviewer on your pod still checks the close before reports go out.
Pricing
AI bookkeeping automation setup is a project-based fee separate from ongoing monthly bookkeeping, scoped after a call once we see your actual feeds and transaction volume. It runs on top of the bookkeeping tier on the published rate card at /us/pricing, which covers the ongoing monthly close this automation feeds into.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026