§ Platform / Bookkeeper AI
Seven agents that close your month while you sleep.
Bookkeeper AI is seven specialized agents working as one finance team for your practice. They reconcile bank deposits against PMS payments. Categorize transactions. Age your AR. Verify insurance EOBs. Draft your monthly close. Catch anomalies — duplicate charges, missed posts, write-off drift — in the days they happen, not at month-end. Every output is reviewable, exportable, and audit-trail-locked.
§ CAPABILITIESThe capability set
BKP·01
Reconciliation Agent
Matches bank deposits to PMS payments daily.
BKP·02
Categorization Agent
Books each transaction to the right account.
BKP·03
AR Aging Agent
Maintains live 0/30/60/90 aging across patients and insurance.
BKP·04
EOB Verification Agent
Reconciles insurance payments to claims.
BKP·05
Deposit Verification Agent
Flags discrepancies in same-day deposit math.
BKP·06
Monthly Close Agent
Drafts close package: P&L, balance sheet, key ratios.
BKP·07
Anomaly Detection Agent
Surfaces duplicate charges, write-off drift, missing posts.
§ FITHow it fits the rest of Alvero
One operating shell. Every surface connected.
Bookkeeper AI’s outputs surface in Flight Deck (AR, anomalies) and in the owner’s voice briefing. The Meta-Tier learns your tenant’s baseline over time, so anomaly thresholds tighten without false positives.
See your own books reconciled live.
Book a Demo →