Solutions · Finance and accounting

Know your cash every morning and close the books faster, with no rework for the accounting team

Billing, collections, reconciliation and tax prep without waiting for month end

Documents inThe agent files themOne store

The accounting calendar

Work that used to pile up at month-end, spread across every day

Same month, same amount of work. The only difference is who does it and when — switch and see.

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Accounting work due that dayTeam capacity per dayOver capacity — overtime

An illustrative one-month calendar (made-up units) to show the shape of the workload — the real one depends on your document volume.

A whole month of work piles into the last 3–5 days, so the accounting team works overtime and comes in at the weekend.

Days the work exceeds team capacity6 days
Weekend days worked2 days
Tax documents ready before the deadline1–2 days

The work has not gone away — it is just done day by day, so nothing is left at month-end.

One place for documents

Every channel documents arrive through lands in the same place

Click through to see what the agent does with documents from each channel before they reach the accountant.

  • Taken in from LINE, email, the bank and your order system, all in one place
  • Filed by document number and tax month, so you can find one the moment it is asked for
  • Anything the system is unsure about is set aside for a person — it never guesses and moves on

Daily work

Each day — here is what the agents do

Every one of them has a point where a person approves — the agent gets everything ready, it does not decide for you.

Daily · aging summary Monday morning

AR/AP Agent

Bill, chase and prepare supplier payments on schedule

TodayInvoices go out late because everyone is busy, and nobody chases overdue customers until the cash runs short

agentIssues the invoice or billing note on delivery or on schedule, then follows up at 3 / 7 / 14 days

A person approvesEvery actual payment approval, any extra credit granted, and suspending service to a customer in arrears need a person to confirm

In real use in 3–4 weeks-25 to -35%Overdue receivables
The moment an order is paid

e-Tax Invoice & e-Receipt

E-tax invoices issued correctly, every one of them

TodayA wrong tax ID on an invoice means reissuing it, and filing PP.30 means going through them one by one

agentDrafts from paid orders, checks the customer details, and sends it to an e-Tax provider certified by the Revenue Department

A person approvesApproving issuance, cancelling, and issuing credit or debit notes belong to the client's accountant. The agent prepares them but never signs.

In real use in 3–5 weeks (depending on the e-Tax provider chosen)under 1%Documents reissued for wrong data
Every night · summary in the morning

Daily Bank Reconciliation

Bank reconciliation every night, not at month end

TodayHundreds of incoming transfers a day, matched by hand — you only learn the balance is off at month-end

agentPulls statements from every account, matches them to invoices and orders, and lists what does not match with a likely explanation

A person approvesAnything the system is not sure about, or that does not match, is a person's decision to post or adjust. The system does not guess and move on.

In real use in 2–3 weeks15 minutesReconciliation time per day
Updated every morning

Cash-flow Forecast

See your cash 8–13 weeks ahead, before it runs short

TodayThe books say profit, but there is not enough in the bank for payroll, because nobody looks past this week

agentCombines receivables, payables, payroll and tax into a weekly cash forecast 8–13 weeks ahead

A person approvesBorrowing, deferring payment or negotiating with partners belong to the owner and the finance team. The agent only lays out the options and the numbers behind them.

In real use in 3–4 weeks (once daily reconciliation has settled)6–8 weeksWarning before cash gets tight
As soon as the expense happens

Expense & Receipt Intake

Photograph the receipt and send it; the agent books the rest

TodayReceipts pile up in staff pockets and LINE groups, and at month-end accounting has to ask for them one by one

agentReads the receipts sent in as photos, pulls the VAT amount and tax ID, and files them by category for the accountant to approve in batches

A person approvesThe accountant approves entries before they are posted for real, and anything the system read without confidence is always set aside for a person to check

In real use in 2–3 weeks-80%Time keying receipts per month
Start of month · reminders at 7 / 3 / 1 days

Tax Calendar Agent

Reminders and tax documents ready before every deadline

TodayPND and PP.30 come round every month, but the paperwork usually starts just 2 days before the deadline

agentStarts preparing at the beginning of the month, checks which documents are missing, and hands the accountant a filing-ready set

A person approvesReviewing and actually filing taxes always belongs to the client's accountant or auditor. keelz does not file taxes or give tax advice in place of an accountant.

In real use in 2 weeks5 working daysDocuments ready before the deadline

What the work looks like

What the accounting team sees every morning

The system does not close the books — it just gets everything in order and points at what to look at

Billing note drafted by the agentWaiting for accountant approval
CustomerRungruang Materials Co., Ltd.
Document no.INV-2568-0412
Job reference3 items delivered
Duein 14 days
Net totalTHB 88,400
Issued automatically on delivery · if it goes past due, follow-ups at 3 / 7 / 14 days
Approve and sendEdit first
Reconciliation items that do not match26 items awaiting a person
  • THB 12,000 in · no invoice found

    Likely: May be the deposit for PO-1182

  • THB 214 short on the transfer

    Likely: Interbank transfer fee

  • Supplier paid twice

    Likely: Matches INV-8841, paid yesterday

Matched automatically386 / 412 documents

3 more items flagged as anomalies

Today's collections queueSequence: 3 / 7 / 14 days
  • Rungruang Materials Co., Ltd.3 days overdue

    First reminder sent

  • Somchai Hardware7 days overdue

    Second reminder + billing note attached

  • TN Supply Co., Ltd.14 days overdue

    Handed to a person to call

Extending credit and suspending service for customers in arrears both need a person to confirm

An illustrative mock-up (names and numbers made up) to show what the work looks like — the system does not close the books, it gets everything ready and points at what needs a look.

Who this is for

For businesses where month-end is the hardest day

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SMEs with 1–3 people in accounting who work overtime every month end to close the books and file taxes

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Businesses with many debtors, slow collection, and nobody chasing overdue balances systematically

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Owners who know their sales but not whether there will be enough cash to cover payroll 8 weeks from now

We usually start with daily reconciliation

It repeats every day and is easy to measure, and once the bank matches the books every morning, Cash-flow Forecast and AR/AP Agent are working on numbers you can trust.

Not sure which part pays off first? Start with a small one-week Finance Audit, or take a free 30-minute call.

FAQ

What owners ask before they start

Is keelz an accounting firm? Do we have to change the accountant we use?

Neither. keelz sets up agents to do the daily work instead: billing, reconciliation, reading receipts and preparing tax documents. Approving documents, signing them and filing taxes stay with your accountant or accounting firm exactly as before. In many cases the accounting firm benefits most, because the documents arrive already sorted.

Do we have to change accounting software?

Usually not. The agent connects to the software you use through its API or a standard import file. If the software you use has no way to connect at all, we say so during the audit, explain what else would be needed, and assess whether it is worth it before starting.

How safe is our bank and tax data?

Financial data stays in your systems or on servers you control. The agent gets only the access it needs, such as reading statements but not moving money, every access is logged and auditable, and personal data of customers and staff is handled under PDPA. If you want the model to run entirely inside the company, look at the Private LLM service alongside this.

If the agent misreads a receipt or gets a reconciliation wrong, who is responsible?

The system is designed so that anything it is not sure about is never posted by itself, but set aside for a person to check, and every posted item carries its source document for review. The accountant still approves before the numbers count for real. We measure the error rate every month and tune the rules until it is below the level we agreed.

Small business, the owner does the books. Is it worth it?

It is worth it if the time lost to paperwork is worth more than the fee, which is usually true above roughly a hundred receipts and payments a month. Small businesses tend to start with Expense & Receipt Intake and daily reconciliation, at a budget comparable to one part-time employee a month, with results measurable within the first month.

Start with a free 30-minute call on which accounting job eats the most time

Tell us how many days each month end takes, how much is outstanding, and which accounting software you use. We will say plainly which agent to start with, how long it takes, and how we will measure it. No commitment.

Free consultation

Book a free call 30 minutes