Get Started
AI'ssist Book Pros

Our Services

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!

Click the services you are interested in, and learn more!

Dashboard

AI-Powered Weekly Decision Support

with KPI Dashboard

A clear dashboard of the numbers that matter + weekly check-ins that translate data into action.
Book an Appointment Learn More
Digitize

Paper / PDF Receipts Document Digitization

See Your Numbers Clearly

Receipts, bills & invoices to clean, usable data - with human review. Document vision only.
Order Now - Up To 200 Sheets Details
Digitize

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!
Share Your Goal Ask a Question
Digitize

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.
Learn More Request a Quote
Financial Statements

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.

Learn More Request a Quote
QuickBooks

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.

✖️

Digitize

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.
Book an Appointment Request a Quote
Tax Return Assistance

Tax Preparation & Advisory

Keep More, Stress Less

IRS/NYS certified filing support for individuals & small businesses.
Learn More Request a Quote
QuickBooks

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.
Let's Get Started Request a Quote
Price & Inventory

Price Margin & Inventory Demand Tune-Up

Avoid Waste, Grow Confidence

Find hidden profit by reviewing item-level margins, discounts, and vendor terms.

Share Your Goals Request a Quote

All-In-One 📍Brooklyn Special

📦 Shoebox → Strategy: 8-Week Data Sprint

Turn receipts, invoices, and scattered spreadsheets into weekly decisions. OCR + simple KPI dashboard + short check-ins — quick wins without tech headaches.
Ask about Availability Learn More
Data Sprint

Say no more! Click the button below and sign up for free 30-min. fit check!

Book a 30-min Fit Check