Turn your receipts into results with AI-powered insights

AI'ssist Book Pros offers various ways to support your business - from one-time cleanup projects to ongoing decision-support programs. Each one of them is designed to fit your pace, budget, and comfort with technology, and you don't need to be a "numbers person" or an AI expert. We meet you where you are and help you build systems that work for you!

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AI-Powered Weekly Decision Support

with KPI Dashboard

A clear dashboard of the numbers that matter + weekly check-ins that translate data into action.

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Paper / PDF Receipts Document Digitization

See Your Numbers Clearly

Receipts, bills & invoices to clean, usable data - with human review. Document vision only.

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Ask a Data Analyst: 90-Minute Power Session

One-on-One Quick Data Coaching

Excel formatting questions? Sales calculations not adding up? No problem. You get answers from a real person live!

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Excel & Google Sheets Automation

Your Custom Solutions

Custom trackers, pivots, and formulas to save time and reduce errors. You receive a whole new automated worksheet.

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Loan-Ready Financial Statement Preparation

Get Funding with Confidence

Clean and accurate financial statements (Balance Sheet, Profit & Loss, and Cash Flow) that meet business loan requirements.

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Accounting Software Setup & Cleanup (QuickBooks, etc.)

No stress, no judgment

Existing software review and implementation. Built for busy owners who want peace of mind and a fresh start.

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AI'BP Services at a Glance

Browse our various exclusive offerings and see what fits your needs. Explore, compare, mix-and-match... to build the perfect solution for your business.

Service	Description	Direct Payment?	Can Combine?
001. AI-Powered Weekly Decision Support with KPI Dashboard	A clear, visual dashboard of the numbers that matter	Contact for Quote	003, 004, 005, 008, 010
003. Document Digitization - Paper Receipts to Organized Data	Ideal for bookkeeping catch-up and reconciliation, expense control	Yes	004, 008, 010
004. Excel & Google Sheets Automation Custom Solutions	Spreadsheets tailored for your unique business needs	Contact for Quote	001, 003, 005, 008, 009, 010
005. Accounting Software Setup & Cleanup (QuickBooks, etc.)	Accounting software review and implementation	Contact for Quote	001, 003, 004, 006, 007, 008, 010
006. Tax Preparation & Advisory (IRS/NYS Certified)	Federal and New York State tax returns	Contact for Quote	003, 005, 007
007. Loan-Ready Financial Statement Preparation	Balance Sheet, Profit & Loss, and Cash Flow	Contact for Quote	003, 005, 006
008. Price Margin & Inventory Demand Tune-Up	Find hidden profit by reviewing item-level margins	Contact for Quote	001, 003, 004, 010
009. Ask a Data Analyst: 90-Minute Power Session	One-on-one coaching session with an experienced data expert	Yes	004, 008
010. Operations Cycle Tracker & Analysis	Turn Patterns into Strategy	Contact for Quote	001, 003, 004, 008