Automated bookkeeping
Auto-import of bills and receipts, AI categorization, posting to your GL, and matching of bank-feed transactions to your books. Your reconciliation and P&L updated in real time, every day.
Automate AP & AR, bank reconciliation, payroll, sales tax filings and month-end close — end to end, from days to minutes.
Invoice and bill entry, bank reconciliation, sales tax filings across every state you sell in, quarterly estimated taxes, payroll runs and tax deposits, 1099 and W-2 prep, and month-end close — it's all still manual. Every new client, every new employee, every new invoice means more hours in the books.
Receipts emailed in by employees, vendor bills sitting in your inbox, nothing in QuickBooks. At month-end your bookkeeper spends days entering what should have been booked in real time.
One miscoded transaction and you're reviewing the whole month from scratch. Hours lost chasing pennies between the bank feed and the books.
Sales tax, quarterly estimates, and payroll deposits calculated days before the deadline. No time to plan, no time to double-check. Just to file.
A wrong Form 941, a missed FUTA deposit, or a W-2 with the wrong SSN isn't just a correction. It's an IRS penalty, a state notice, or an unhappy employee.
Returns and filings land days before the due date. No time to review, no time to plan.
You don't know whether the business is profitable until last month's P&L finally closes.
Your CPA files. They don't plan. They don't flag risks. They don't advise. They just process paperwork.
Of manual data entry automated
To reconcile what used to take days or weeks
Hours given back every month
Auto-import of bills and receipts, AI categorization, posting to your GL, and matching of bank-feed transactions to your books. Your reconciliation and P&L updated in real time, every day.
Sales tax across every state you sell in, quarterly estimated taxes, 1099s, and payroll tax deposits — calculated, filed in the agency portal, and confirmations archived. On time, every time.
Ask anything about your finances. Forecasts, cash burn, tax planning, entity strategy. Answers in minutes, not weeks.
Gross-to-net for every employee, federal and state withholdings, FICA, Medicare, 401(k), benefits, new hires and terminations — calculated, filed, direct-deposited.
Verification that every transaction is booked, accruals and adjustments posted, and financial statements ready for decision-making — by the 5th of every month.
Our agents don't just read data — they operate the computer the way a person does. They log into portals, navigate between systems, fill in forms, attach documents, and communicate with software, vendors, customers, and teams.
This capability — autonomous navigation across 100+ accounting, banking and tax portals, simultaneously — wasn't possible before 2024. Today it's the core of Teress.
TERESS·AI has agents for every part of your accounting workflow. Some are available today — others are on the way.
Teress is built for accounting — an environment where data sensitivity isn't negotiable. Every layer of our infrastructure is designed to keep your books secure, with controls aligned to SOC 2 standards.
All data in transit and at rest is encrypted with AES-256 and TLS 1.3. No plaintext storage, ever.
Your documents and context are retrieved only when needed — never stored in shared model memory, never exposed to another client.
Rate limits, anomaly detection, and automatic token rotation prevent unauthorized access and misuse of your integrations.
Every firm operates in a fully isolated environment. Your data is never mixed with another client's.
| Task | Today, without Teress | With Teress·AI |
|---|---|---|
| Invoice & receipt entry | Manual, hours every week | Automatic, minutes |
| Bank reconciliation | 1–3 days every month | Real time |
| Tax filing prep | 2–4 days per period | Automatic |
| Payroll runs | Manual per employee | Automated |
| Month-end close | Days of work | Same day |
| Data-entry errors | Frequent | Near zero |
| Accountant capacity | 1× | 10× |
| Need to hire more staff as you scale | Yes | No |
| Financial visibility | End of month | Real time |
| Cost of accounting ops | Salary + overtime + new hire | Salary + Teress |
No migrations. No tool swaps. Just connect.
Everything an accountant does manually today, Teress automates with AI. The same work, without the operational load.
No misentered data, no manual variances to chase, no closes delayed by a wrong number.
Entry, reconciliation, filings, payroll. All processed automatically. Your accountant focused on what matters.
We ask how many invoices you process, how many employees you have, what filings you submit, what states you sell in. From there we know exactly what to automate first.
Your team gives us access to what they already use — QuickBooks, ADP, Bill.com, your bank. Nothing changes. Teress sits on top of what already exists.
Capturing bills, reconciling the bank, preparing filings, running payroll. All automatic from day one.
Nothing goes out without your CPA or controller seeing it. They stay in control — they just review in minutes what used to take days.
Month-end closed by the 5th. Filings submitted before the deadline. No last-minute scrambles, no accumulated errors.
Tell us about your company. We'll show you exactly how Teress·AI
fits into your operation — and book a 20-minute call.