Spark Autobooks

Your finance team, supercharged.

Autobooks is built for companies that want to keep bookkeeping and finance in-house — but give their team AI-powered tools that make the work faster, easier, more accurate and far more valuable. It connects to your accounting software, bank accounts and business systems and works alongside your existing team.

Keep your finance team. Give them an AI operating system.

Executive Morning Brief

Good morning.

Cash

$386,420

Yesterday's deposits

$41,800

Payments

$18,250

8%

Overdue receivables

$72,400

Revenue vs target

+7.2%

Needs attention

2 invoices over $20,000 are now overdue.

Software expense is tracking 18% above budget.

Payroll is due Friday.

Less time on

  • Data entry

  • Searching for information

  • Following up

  • Repetitive reconciliations

  • Low-value administrative work

  • Chasing receipts

  • Building reports

  • Checking transactions

  • Manual reminders

More time on

  • Reviewing

  • Planning

  • Advising management

  • Improving profitability

  • Analyzing

  • Improving processes

  • Managing cash

  • Making better decisions

Technology does the heavy lifting. Finance
professionals make sure it's right.

Most accounting systems are databases. They hold information — they don't manage your
business. Instead of logging in, running reports and trying to figure out what something
means, you can simply ask:

“How much cash do we have?”

“Who owes us money?”

“Which invoices are overdue?”

“Why were expenses higher last month?”

“What subscriptions increased this year?”

“Can we afford to hire someone?”

“How much HST should we be setting aside?”

“Which customers are our most profitable?”

“Send me last month's financial package.”

“Remind John about invoice #482.”

And Autobooks goes to work.

Connect once. Then let it work.

Autobooks integrates with the financial systems you already use and continuously pulls your financial information together so you don't have to.

01

Connect

Your systems feed information into Autobooks.

02

Understand

AI organizes transactions, documents, customers, vendors and history.

03

Act

Autobooks performs approved workflows and tasks.

04

Monitor

It continuously watches your finances.

05

Alert

When something needs attention, Autobooks tells you.

06

Answer

Ask questions about your business whenever you want.

What Spark Autobooks can do

One platform. Multiple AI finance agents — each configured around how your business actually runs.

AI Bookkeeping Agent

Your books keep moving without you.

  • Automated transaction categorization

  • Chart-of-accounts matching

  • Duplicate transaction detection

  • Transfer matching and bank feed monitoring

  • Transaction-rule creation and learning

  • Suggested journal entries and allocations

  • Personal / suspicious transaction flagging

  • Month-end checklists and reconciliation assistance

Receipts & Documents Agent

Stop hunting for receipts.

  • Reads receipts and invoices

  • Extracts vendor, date, tax and total

  • Matches receipts to transactions

  • Identifies missing documentation

  • Files, renames and organizes documents

  • Requests missing receipts and escalates

  • Maintains an audit trail

Accounts Receivable Agent

Get paid without becoming a collections department.

  • Monitors outstanding invoices and due dates

  • Creates aging reports

  • Sends reminders and escalates tone by age

  • Drafts customer-specific collection messages

  • Tracks promises to pay

  • Matches incoming payments, flags short payments

  • Forecasts incoming cash

Accounts Payable Agent

Never wonder what needs to be paid.

  • Monitors incoming bills and reads supplier invoices

  • Detects duplicate invoices

  • Routes bills for approval and reminds approvers

  • Suggests payment schedules by cash availability

  • Identifies early-payment discounts

  • Detects unexpected price increases

  • Prepares approved payment batches

Cash Flow Agent

Know what's coming before it happens.

  • Rolling cash forecasts

  • Receivable and payable forecasting

  • Identifies upcoming cash crunches

  • Calculates cash runway

  • What-if scenarios and hiring models

  • Recommends payment timing

  • Estimates tax reserves

Financial Analyst Agent

Your numbers explain themselves.

  • Revenue, expense and margin changes

  • Month-over-month and year-over-year variances

  • Budget variances and profitability trends

  • Customer, product and service-line profitability

  • Customer and vendor concentration

  • Recurring revenue and churn indicators

  • Plain-English explanations of what happened

AI CFO

Ask your business anything.

  • "Why was profit lower in August?"

  • "What are our five biggest expenses?"

  • "Who are our ten largest customers?"

  • "How much revenue do we need to break even?"

  • "Can we afford another salesperson?"

  • "What happens if we increase prices by 10%?"

Financial Search Engine

Google your own business.

  • Every invoice, receipt and transaction

  • Every vendor, customer and payment

  • Every financial report and document

  • "Find the Telus invoice from February."

  • "Show me all equipment purchases above $5,000."

  • "Find the receipt for Mark's hotel in Montreal."

Month-End Close Agent

Close the books faster.

  • Monitors reconciliations and missing receipts

  • Tracks uncategorized transactions and unpaid bills

  • Watches payroll, sales tax and suspense accounts

  • Flags accruals, prepaids and fixed assets

  • Creates tasks and follows up with the right people

Controller Agent

Continuous financial quality control.

  • Unusual transactions and balance sheet anomalies

  • Improper account coding and duplicate entries

  • Reconciliation discrepancies

  • Material period-over-period changes

  • Old receivables and payables

  • Issues surfaced to your Spark finance team

KPI Agent

Your business scoreboard builds itself.

  • Revenue, recurring revenue, gross margin

  • EBITDA, net income, cash balance and runway

  • AR, DSO, AP and payroll percentage

  • Revenue per employee or location

  • CAC, LTV, churn and utilization

  • Set targets — Autobooks watches them

Alerts & Reminders Agent

Stop remembering everything yourself.

  • Cash falls below a threshold

  • A large invoice becomes overdue

  • Spending exceeds a limit

  • Payroll increases materially

  • A tax deadline or loan payment approaches

  • A budget category runs over plan

Proactive AI

The best questions are the ones you didn't know to ask.

  • "Your gross margin has declined for three consecutive months."

  • "Three customers representing 22% of receivables are now overdue."

  • "Software spending has increased 34% over six months."

  • "Revenue is up 14%, but payroll is up 27%."

  • "One vendor appears to have billed you twice."

Expense Optimization Agent

Find the leaks.

  • Duplicate subscriptions and unused software

  • Rising vendor costs and price increases

  • Duplicate payments

  • Unnecessary banking and merchant fees

  • Spending outside policy

  • Recommended savings opportunities

Tax Readiness Agent

Tax season shouldn't be a fire drill.

  • Tracks sales tax and filing periods

  • Estimates amounts payable and reserves

  • Identifies missing documentation

  • Maintains supporting schedules

  • Prepares accountant-ready year-end packages

Management Reporting Agent

Your monthly finance package creates itself.

  • P&L, balance sheet and cash flow reporting

  • KPI dashboard and budget vs. actual

  • AR and AP aging, cash forecast

  • Department and location reporting

  • Variance commentary and recommended actions

  • Delivered to your inbox or dashboard

If a financial event happens, Autobooks triggers the next step.

Invoice becomes 15 days overdue

  • Send reminder

  • Notify account manager

  • Create collection task

  • Follow up in seven days

Vendor invoice arrives

  • Read invoice

  • Categorize expense

  • Check for duplicates

  • Route for approval

  • Prepare for payment

Bank transaction lacks a receipt

  • Identify cardholder

  • Request receipt

  • Send reminder

  • Escalate if still missing

Cash falls below target

  • Alert owner

  • Update forecast

  • Identify upcoming payments

  • Generate recommended actions

Your accounting software is the database. Autobooks is the brain.

Keep the accounting platform you already use. Autobooks sits on top of it and turns your financial information into a working system. Compatible integrations can include:

Xero

QuickBooks

Stripe

Shopify

Square

HubSpot

GoHighLevel

Google Workspace

Payroll systems

Banking platforms

Expense platforms

CRM systems

Custom databases and APIs

If your business software has an API or reliable integration method, Autobooks can be designed to work with it.

Automation where it helps. Approval where it matters.

Low-Risk Tasks

Autobooks completes them automatically.

Medium-Risk Tasks

Autobooks prepares the action and asks for approval.

High-Risk Tasks

Autobooks identifies the issue and routes it to a finance professional.

You decide how much authority your AI agents have.

AI doesn't replace accountability.

Autobooks is powerful, but important financial decisions shouldn't depend entirely on software. That's why Spark combines Autobooks with real financial professionals.

Autobooks

Does the repetitive work.

Finance Analyst

Handles exceptions and investigates issues.

Controller

Reviews higher-level financial accuracy and controls.

Fractional CFO

Turns financial information into strategic decisions.

Autobooks FAQ

What is Spark Autobooks?

Spark Autobooks is Spark Accounting's AI-powered financial operating system. It connects to your accounting and business systems, analyzes financial information, automates repetitive workflows, answers questions and proactively alerts you when something needs attention.

Is Autobooks accounting software?

Not exactly. Your accounting software remains the financial system of record. Autobooks acts as an intelligent operating layer that connects to your accounting system and other business tools.

Does Autobooks replace Xero or QuickBooks?

No. Autobooks is designed to work with your accounting software and make it significantly more intelligent and useful.

Can Autobooks make changes to my accounting system?

Where integrations and permissions allow, Autobooks can perform approved actions. You configure which activities occur automatically and which require human approval.

Does Autobooks replace my bookkeeper?

Autobooks can automate a significant amount of traditional bookkeeping work. Spark combines that automation with finance professionals who manage exceptions, review the books and provide oversight.

Can I ask Autobooks questions?

Yes. Conversational financial intelligence is a core feature. Ask in normal language and Autobooks retrieves and analyzes relevant connected financial information.

Can Autobooks chase overdue invoices?

Yes. Approved AR workflows can identify overdue balances, send reminders, trigger follow-ups and escalate issues.

Can Autobooks create forecasts?

Yes. Autobooks uses connected financial information and provided assumptions to generate rolling forecasts and scenario analysis.

Is there still human oversight?

Absolutely. Automate the work. Keep the accountability. Our finance professionals remain involved according to your Spark service plan and configured workflow.

Spend less time managing your books. Spend more time building your business.

Get accurate books, meaningful financial reporting and experienced financial oversight from
one scalable finance partner.

Bookkeeping from $399/mo

Controller from $2,500/mo

Fractional CFO from $5,000/mo

Your Finance Department. Reimagined.

AI-powered bookkeeping, accounting, controller and fractional CFO services for growing businesses.

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