Short answer: This free 5-page PDF lists 6 AI time-savers for accountants, bookkeepers and payroll firms. For each one: what it does, hours saved (only where a source gives a number), the price, setup steps, and a link to the source. It ends with a 7-day start-here plan. It was built from 15 listings on BusyWorkBots as of November 1, 2026.
Accounting, Bookkeeping & Payroll playbook (PDF)
Free. No email needed. Prints clean on Letter paper.
What is inside
- 6 tool cardsWhat each one does, the price, and setup steps.
- Hours savedOnly where a source gives a number. 2 of 15 listings have one.
- A source for every toolA link to where we got each fact.
- Your first 7 daysA simple plan to try one tool and count the hours.
The 6 tools inside
We take up to 3 listings with a sourced hours number, biggest first, then one per chore, easiest setup first. 2 of the 15 accounting and bookkeeping firms listings show an hours number. Hours are the maker’s or owner’s own numbers, so treat them as claims. Each tool’s page has the source.
- 30hours a week for one clientMaker’s claim
Botkeeper Bookkeeping Helper
Software plus staff that sorts transactions and reconciles accounts for clients.
Price: Check siteSetup: EasySoftware or service
Hours: 30 hours a week on one client (vendor claim)
- 24hours a week across the teamFrom the source
Invoice Data Entry Bot
Reads invoices, fills in the fields, and flags duplicate payments.
Price: Check siteSetup: Needs setupFree DIY template
Hours: About 24 hours a week across the team (from 30 hours a week down to 6; consultant case study)
Source: elevate-ai.ai/case-studies/accounting-firm-automation
- Hours not stated
Dext
Snap receipts and bills; it pulls the data into your books.
Price: $31.50/moSetup: EasySoftware or service
Source: dext.com/us/business/pricing
- Hours not stated
Gusto
Runs payroll and files payroll taxes for you.
Price: Simple $49/mo + $6/personSetup: EasySoftware or service
Source: gusto.com/product/pricing
- Hours not stated
Karbon
Practice management with email, tasks, and client requests.
Price: Team $59/user/mo billed yearlySetup: EasySoftware or service
Source: karbonhq.com/pricing
- Hours not stated
Timesheet Reminder
Reminds staff every week to send in their timesheets.
Price: n8n free to self-host (cloud from $20/mo); other apps extraSetup: MediumFree DIY template
Test it before you buy it
Free one-page kits with questions to ask, a test script, and a 7-day trial plan.
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