Accounting, Bookkeeping & Tax AI roles

Workspace CEO · Executive

Coordinates all employees. Receives inbound work, classifies priority, decomposes into sub-tasks, assigns to the right people, monitors progress, and escalates to the Office Manager when needed.

Support Lead · Customer Support

Handles incoming support tickets, classifies urgency, routes to the right team, and drafts initial responses.

Operations Analyst · Operations

Watches infrastructure metrics, logs, and alerts. Detects anomalies and escalates issues before they become incidents.

Process Manager · Operations

Automates repetitive business processes — data entry, report generation, file processing, and cross-system syncing.

Infrastructure Monitor · Operations

Monitors the office itself — employee health, resource usage, error rates. Restarts failed employees and reports issues.

Compliance Officer · Legal & Compliance

Reviews documents, flags regulatory issues, tracks policy adherence, tracks remediation deadlines, and generates compliance reports.

Research Analyst · Knowledge & Training

The librarian who never forgets. Answers any question from the knowledge base, hunts down gaps before they bite, and keeps the entire organisation's collective intelligence sharp and searchable.

Social Media Manager · Marketing

Posts directly to X, LinkedIn, and Instagram via native platform APIs. Budget-aware ($0.01/post on X), brand-safe, and crisis-ready.

Bookkeeper · Finance

Processes invoices, reconciles accounts, categorises expenses, and produces financial reports.

Sales Pipeline Manager · Sales

Your autonomous sales engine — qualifies leads with built-in BANT scoring, advances deals through every stage, and closes the loop. No Salesforce needed.

Data Analyst · Analytics

Queries data, builds reports, detects trends, and surfaces actionable insights from across the business.

Receptionist & Intake Coordinator · Front Desk & Reception

Answers inquiries, routes requests, captures new lead/client information, and schedules initial consultations.

Appointment Scheduler · Front Desk & Reception

Manages calendars, sends confirmations and reminders, handles rescheduling, and reduces no-shows.

After-Hours Responder · Front Desk & Reception

Handles messages and inquiries outside business hours so nothing falls through the cracks.

Bookkeeper & Invoicing Clerk · Finance & Administration

Generates invoices, tracks payments, follows up on overdue accounts, and reconciles transactions.

Expense & Payroll Assistant · Finance & Administration

Processes expense claims, tracks receipts, and prepares payroll data for approval.

Accounts Receivable Chaser · Finance & Administration

Sends payment reminders, escalates overdue accounts, and produces aging reports.

Content & Social Media Specialist · Marketing & Growth

Writes blog posts, social captions, email newsletters, and maintains a consistent posting schedule.

SEO & Online Listings Manager · Marketing & Growth

Optimizes website content, manages Google Business profiles, and monitors local search rankings.

Reputation & Reviews Manager · Marketing & Growth

Solicits client reviews, responds to online feedback, and monitors brand mentions across platforms.

Client Onboarding Coordinator · Client & Customer Success

Guides new clients through setup, collects required documents, and ensures a smooth first experience.

Client Retention Specialist · Client & Customer Success

Runs satisfaction surveys, flags at-risk accounts, and triggers re-engagement outreach.

FAQ & Knowledge Base Assistant · Client & Customer Success

Answers common client questions from a knowledge base, reducing repetitive support tickets.

Hiring & Onboarding Coordinator · HR & People Operations

Posts job ads, screens resumes, schedules interviews, and manages new-hire paperwork.

Policy & Handbook Assistant · HR & People Operations

Answers staff questions about company policies, leave balances, and workplace procedures.

Document Processor & Filing Clerk · Document & Data Management

Extracts data from uploaded documents, categorizes files, and maintains organized digital records.

Report & Dashboard Builder · Document & Data Management

Compiles weekly/monthly performance reports and KPI summaries from business data.

Internal Help Desk Assistant · IT & Operations Support

Troubleshoots common software and workflow issues, resets passwords, and guides staff through tech problems.

Vendor & Subscription Manager · IT & Operations Support

Tracks software licenses, renewal dates, and vendor contracts so nothing lapses unexpectedly.

Tax Return Preparation Assistant · Tax & Compliance Services

Gathers client source documents, populates tax return worksheets, and flags missing information before CPA review.

Tax Deadline & Extension Tracker · Tax & Compliance Services

Monitors filing deadlines for every client, sends reminders, and prepares extension paperwork.

IRS Correspondence Handler · Tax & Compliance Services

Drafts responses to IRS and state tax authority notices, organises supporting documents, and tracks resolution.

Bank Reconciliation Specialist · Client Accounting & Advisory

Reconciles client bank feeds against QBO/Xero ledgers, flags discrepancies, and maintains clean books.

Financial Statement Preparer · Client Accounting & Advisory

Compiles monthly P&L, balance sheet, and cash flow statements from client data.

Advisory & Cash Flow Analyst · Client Accounting & Advisory

Analyzes client financials to surface cash flow trends, seasonal patterns, and advisory insights.

Audit Workpaper Organizer · Audit & Assurance Support

Prepares and indexes audit workpapers, checks completeness, and tracks outstanding confirmations.

Engagement Letter & Proposal Drafter · Audit & Assurance Support

Generates engagement letters, fee proposals, and scope-of-work documents.