An AI assistant for bookkeepers
Drop in the bank feed and the receipts and Sauna codes the transactions, matches them to your ledger in QuickBooks or Xero, and chases the missing slips — so the books stay clean without you keying every line.
Sauna is an AI bookkeeping assistant that keeps the books clean without the keying. It categorizes the bank feed in QuickBooks or Xero the way you would, matches receipts to charges, reconciles each account at month-end, and chases the slips that never came in — so close stops being a week of data entry.
What it does
What Sauna does for bookkeepers
- 01
Categorize the bank feed
Run down the uncategorized transactions in QuickBooks or Xero, assign each to the right account using how you coded the last one like it, and queue the unsure ones for your call.
- 02
Match receipts to charges
Read a folder of receipts or a forwarded email pile, match each to its bank line, and flag the charges with no receipt and the receipts with no charge.
- 03
Chase the missing paperwork
Find which expenses are still missing a receipt or an approval and draft the follow-up to the staffer or client who owes it.
- 04
Month-end tie-out
Reconcile each account against the statement, list every unmatched line with the amount and the date, and surface the ones that need your eyes before close.
Put Sauna to work on this.
Get started for freeIn context
Ask in chat. It does the work.
Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“Categorize this month's uncategorized transactions in QuickBooks the way I coded similar ones before, match the receipts in this folder to the bank lines, and give me a list of every charge still missing a receipt.”
Plugs into the tools you already run — and thousands more, or any MCP server.
What you get
A finished result, not a transcript.
Reports, drafts, and dashboards Sauna assembles from your live tools — kept current on its own.
Get the result, not the busywork.
Get started for freeGood to know
Questions, answered.
Will it post to my books on its own?
No. Sauna categorizes, matches, and reconciles into a draft; posting or editing in QuickBooks or Xero waits for your approval.
Can it learn how I code transactions?
Yes. Tell it once how a vendor or charge type should be coded and its workspace memory applies the same rule next month.
Is my data safe?
Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.
Keep exploring
More ways teams use Sauna
Put Sauna to work for bookkeepers.
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