PURSER · AI BOOKKEEPING ASSISTANT
Know your numbers. Get paid faster.
Purser is an AI bookkeeping assistant for QuickBooks. Ask how the business is doing and get a straight answer. See who owes you, and get the reminder emails written for you. You approve every change.
Powered by Claude, with Intuit's official QuickBooks connector
How are we doing this month?
A good month so far. Here's October vs September:
3 things to watch
- $9,450 is overdue from 4 customers
- Fuel is up 22% vs last month
- 6 entries are still uncategorized
Sound familiar?
Your books shouldn't be a mystery.
Three problems we hear from almost every growing business, and what changes once Purser is on your QuickBooks.
- 01
The problem
Money is owed to you and nobody is chasing it
With Purser
Purser lists who owes you, oldest first, and writes polite reminders in your voice. You read them and send.
- 02
The problem
You open QuickBooks and the reports don't make sense
With Purser
Ask "How are we doing this month?" and get the answer in plain English: what went up, what went down, and why.
- 03
The problem
Month-end is a pile of loose ends for your accountant
With Purser
Purser flags uncategorized and odd-looking entries and puts together a short packet for your accountant.
Get paid faster
See who owes you. Send the nudge in a minute.
Ask "who owes me?" and Purser lists every late invoice. Then it writes the reminders, friendly or firm, in the way you talk.
Who owes you
- Harbor Dental$4,20038 days
- Lopez Catering$2,65021 days
- Northside Gym$1,80014 days
- Mike Chen$8008 days
Total overdue: $9,450. Biggest first. Suggested next step for each.
Reminder, in your voice
To Harbor Dental · Invoice #1088, a friendly nudge
Hi Dana, Hope the new office is treating you well. Quick note: invoice #1088 for $4,200 was due on Oct 1. Could you take a look this week? Thanks so much, Alex
What it does
Six things you'll use every week.
Type "hi" and pick a number, or just ask in your own words.
01
Money check-in
"How are we doing?" This month vs last, cash in the bank, and 3 things to watch.
02
Who owes me
Every unpaid invoice, oldest and biggest first, with a suggested next step for each.
03
Reminder drafts
Friendly to firm, based on how late it is. Written like you talk. Never sent for you.
04
Explain any report
Profit and loss, balance sheet, cash flow. In plain English, with questions for your accountant.
05
Invoice drafts
Turn a note or an email into an invoice or estimate. You see it first. Nothing is sent.
06
Month-end packet
A checklist, the entries that need a look, and a summary to hand your accountant.
What it never does
- Never sends anything to your customers. You always hit send.
- Never deletes, voids, pays a bill, runs payroll or moves money.
- Every change in QuickBooks shows you exactly what will change, then waits for your OK.
- Not a CPA and not tax advice. It gets your accountant better numbers, faster.
Three ways to run it
Pick how hands-free you want it.
Starter Plus
Runs every Monday
Your week starts with your numbers. Every Monday, Purser writes your money brief and your reminder emails, ready in Gmail.
- Set up on your computer, connected to your QuickBooks and tuned to your business
- Every Monday: a money brief and overdue reminder drafts, waiting in your Gmail
- A month-end packet for your accountant
- Training, a cheat sheet, and a 1-week check-in
Starter
Runs when you ask
Ask when you want. Same setup and training, and Purser answers whenever you ask it.
- Set up on your computer, connected to your QuickBooks and tuned to your business
- Ask any time: "how are we doing?", "who owes me?", "draft the reminders"
- Training, a cheat sheet, and a 1-week check-in
Autopilot
We run it for you
Nothing to keep running. We run it, watch it and tune it for you.
- A Monday money email and a monthly plain-English report
- Weekly flags on entries that need a look
- Nothing to install or keep on
Optional on Starter and Starter Plus: Purser Care, a monthly tune-up and email support.
Already use Bosun for your inbox? Purser and Bosun work together: reminder drafts land right in your Gmail.
How to start
Running the same day as your setup.
- 01Free
Book a free discovery call
We look at how you run your books today and check it's a fit.
- 0210 minutes
Get ready
Make sure you have Claude and your QuickBooks admin login. Our setup guide walks you through it.
- 03Live same day
One setup session
About 45 minutes on screen share. We connect it, tune it to you, and run it on your real numbers.
- 04Week 1
1-week check-in
We tune it to how you work.
Questions
What owners ask us.
QuickBooks already has AI. Why do I need this?
QuickBooks' AI lives inside QuickBooks, and the best parts are on the higher plans. Purser works on any QuickBooks Online plan, answers in plain English, writes in your voice, and is set up and tuned for you.
Is my data safe?
Your books stay in your QuickBooks and your own Claude account. We don't store your numbers. You connect it with Intuit's official QuickBooks connector, and you can disconnect it any time.
Can it change my books?
Only when you say yes. Every change shows you exactly what it will do first. It can't send to customers, delete, void, pay bills, run payroll or move money.
I already have an accountant.
Good. Purser doesn't replace them. It gives them cleaner books and a month-end packet, and it gives you answers between their visits.
What do I need?
QuickBooks Online (US), a paid Claude plan (Pro or higher), and a Windows or Mac computer. For Starter Plus, Gmail too.
Know where your money is, every week.
Book a free discovery callOr email hello@chainautomation.ai
Why “Purser”? On a ship, the purser keeps the books and looks after the money, while the bosun runs the deck. Purser does the same for your business, so you always know where the money stands.
Purser (AI bookkeeping assistant) works with QuickBooks Online in the US and runs on Claude, made by Anthropic, through Intuit's QuickBooks connector. QuickBooks is a trademark of Intuit Inc. We are not affiliated with Intuit or Anthropic. Purser is not an accountant and does not give tax or legal advice. Starter and Starter Plus run on your own computer and Claude plan. The numbers shown above are a demo. See our Terms of Service.