“My job is making sure daily categorization of transactions in quickbooks / xero — without anyone on your team having to ask.”
We watched our own accounting & finance team burn out on work that never stopped. Bookkeepers were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.
Lucia was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.
Lucia in their own words.
I'm the bookkeeper your accounting & finance team leans on when the queue starts stacking. Keeps your books reconciled, categorized, and audit-ready every day. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.
Day to day I'm running daily categorization of transactions in quickbooks / xero, monthly bank + credit card reconciliations, ar / ap entry and invoice matching. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.
I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.
Hear Lucia on a real call.
This is how Lucia handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.
Lucia is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.
What Lucia does best.
Everything Lucia does, top to bottom.
These aren’t theoretical. Every item below is part of Lucia’s live SOP on real deployments.
- Daily categorization of transactions in QuickBooks / Xero
- Monthly bank + credit card reconciliations
- AR / AP entry and invoice matching
- Catching duplicate and uncategorized charges
- Month-end close checklist
- Logs every action in your system of record
- Escalates with full context when scope is exceeded
- Runs against SOPs you approve before go-live
- Works inside your stack — no new tools required
How Lucia works a typical ticket.
Five steps, every time. Nothing skipped, nothing improvised.
Pick up the work
New bookkeeper work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.
Daily categorization of transactions in QuickBooks / Xero
Daily categorization of transactions in QuickBooks / Xero. Done inside SOP, logged step-by-step, never skipped.
Monthly bank + credit card reconciliations
Monthly bank + credit card reconciliations. Done inside SOP, logged step-by-step, never skipped.
AR / AP entry and invoice matching
AR / AP entry and invoice matching. Done inside SOP, logged step-by-step, never skipped.
Document + hand off
Every action lands in your accounting & finance system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.
The tools Lucia works inside.
Lucia plugs into your existing stack. No new tools to learn, no data silos, no black box.
Built for the operators Lucia already works with.
Work Lucia has already done.
Every role below represents live deployments on real businesses — not theoretical capabilities.
- Primary bookkeeperEmbedded in accounting & finance teams
Keeps your books reconciled, categorized, and audit-ready every day.
- Daily categorization of transactions in QuickBooks / XeroDaily workload
Daily categorization of transactions in QuickBooks / Xero · Monthly bank + credit card reconciliations · AR / AP entry and invoice matching. Every action logged, every handoff documented.
- Cross-team coordinationInterfaces with accounting & finance stakeholders
Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.
Real calls. Real tickets. Real outcomes.
Request came in via Slack at 9:12 AM. By 10:04 Lucia had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.
Teams that already hired Lucia.
Challenge, solution, and the numbers that changed after go-live.
SaaS & Technology operator missing bookkeeper work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.
Deployed this worker on the primary daily categorization of transactions in quickbooks / xero flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.
Growing manufacturing team could not hire fast enough to keep up with bookkeeper volume. Backlog grew 3x in 90 days; escalations ran hot.
Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.
Lucia vs. hiring a human.
The math, laid out. No salary, no turnover, no sick days.
| Scenario | Human hire | Temp agency | Lucia |
|---|---|---|---|
| Annual cost | $62,000 | $89,900 | $4,188 |
| Hours covered | 40/week | 40/week | 168/week |
| Sick days | 10+/yr | 2+/yr | 0 |
| Ramp time | 6–8 weeks | 1–2 weeks | 48 hrs |
| Turnover risk | High | Very high | None |
Pick the bundle that fits your volume.
Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.
- 300 minutes / month
- $1.50/min overage
- One AI worker
- Standard SOP training
- Email support
- 500 minutes / month
- $1.50/min overage
- Custom SOP + voice training
- CRM / system-of-record integration
- Priority support
- Monthly tuning session
- 1,500+ minutes / month
- $1.50/min overage
- Multi-line / multi-region
- Custom voice + white-glove onboarding
- Dedicated CSM
- Per-team reporting
- SLA + BAA available
Need more volume? See all 14 tiers →
From signup to live in under 48 hours.
Four steps. We handle the technical work. You focus on the SOPs and the first-week review.
Pick your plan
Choose a minute bundle that matches your volume. Most bookkeeper ops start on the Starter or Pro tier.
Connect your inbox / ticket system
Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.
Upload your knowledge
Scripts, SOPs, FAQs, rate cards — anything your bookkeeper team would hand a new hire. We train the worker on it.
Go live in under 48 hours
Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.
What teams say after they hire Lucia.
“Lucia caught errors our previous bookkeeper missed for months. The ROI was obvious inside two weeks.”
“We went from a 3-day backlog to same-day processing. Lucia just doesn't stop working.”
Everything teams ask before hiring Lucia.
Under 48 hours in most cases. We load your bookkeeper SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.
Lucia warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Lucia already confirmed, and why it's being escalated. Your team never starts from zero.
Whatever your team already uses. Lucia pushes actions into your existing accounting & finance stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.
You buy a minute bundle starting at $249/month. Every minute Lucia spends on your work counts toward the bundle. Overage is billed at $1.50/min. No seats, no per-call fees, no hidden add-ons.
Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.
Yes. Lucia works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.
Every conversation is logged, encrypted at rest, and retained per your policy. For accounting & finance teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.
Yes. Book a call with our team — we'll walk you through a live demo of Lucia, look at your current bookkeeper workflow, and map out what the first 30 days would look like.
Starting at $349/mo.
Live in under 48 hours.
Most teams run bookkeepers on the lite bundle or the next one up as volume grows.
