2026 BOFS AI Bookkeeping Assistant

Make Bookkeeping Easier With AI!

Spend less time on bookkeeping! Your customized AI Assistant works alongside your BOFS Bookkeeping System to help process transactions, calculate complicated orders, catch potential mistakes, and prepare entries for your spreadsheets.

What you'll get:

• Customized AI Instructions for Your Bookkeeping System

• Step-by-Step Setup and Training

• Help Processing Expenses, Income, and Difficult Entries

• AI-Assisted Calculations and Error Checking

• Spreadsheet-Ready Tables for Easy Copy/Paste Into BOFS

Designed for customers already comfortable using AI. AI requires your review and does not replace your BOFS Bookkeeping System.

Is This AI Assistant Right for You?

This is a great fit if you:

• Already have basic experience using AI tools such as ChatGPT or Claude.

• Are comfortable uploading documents, following instructions, and reviewing AI-generated results.

• Understand that AI is an assistant, not a fully automated bookkeeping service.

This may not be the right fit if you:

• Are brand new to AI and need beginner-level training.

• Expect AI to complete your bookkeeping without your involvement.

• Need ongoing one-on-one technical assistance.

Important Information

• Bookkeeping Year: Your customized AI Assistant is designed for the specific bookkeeping year purchased and is not intended for use with future years without updated instructions.

• AI Subscription: A paid ChatGPT or Claude subscription is not required. However, free versions may have limitations on file uploads, usage, and how much information can be processed at one time.

• BOFS System Required: The BOFS Bookkeeping System is required and sold separately unless purchased as part of a bundle.