AI agent for accounting practices

Casper Gets What's Missing.

Casper chases clients for receipts, approvals and transactions — and connects to any bank or software to get what's missing.

See how it works
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Casper · Smith & Co
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Features

Three jobs your team
never does again.

Casper handles the repetitive, relationship-sensitive follow-up that drains your team's time — always in your firm's voice, always with you CC'd.

🧾

Receipts & categories

Casper spots uncategorised transactions and reaches out to clients automatically — requesting the receipt or confirming the right category.

Chases clients automatically
📋

Bills & approvals

When bills need client sign-off, Casper sends a clear, friendly message and follows up until resolved. No more waiting on slow approvals.

Follows up until resolved
💰

Invoice collections

Casper helps your clients chase their own customers — sending polite but persistent payment reminders so invoices get paid faster.

Helps clients get paid faster
How it works

From setup to closed books
in four steps.

Casper fits into your practice like a new team member. Set it up once, and it handles the client chasing from that day forward.

Step 01

Set up your agent

Give Casper a name, connect your accounting software, and choose which clients it should handle. Takes under ten minutes — no training required.

Works with

🟩QuickBooks Online
🔵Xero
🟠NetSuite
🖥️QuickBooks Desktop
Step 02

Ask it about your clients

Tell Casper what you need in plain English — "chase Acme for missing receipts" or "send Blue Wave their outstanding bill." Just like messaging a colleague.

"What receipts are missing for Acme Corp this month?"
"Send Blue Wave their outstanding bill for approval."
"Follow up with Summit Builders on last week's invoice."
Step 03

Casper contacts the client

Casper reaches out by email or text in your firm's voice — politely, professionally, and persistently. It follows up automatically if there's no reply. You're CC'd on everything.

CSends from casper@yourfirm.com
✓You're CC'd on every message
↩Auto follow-up if no reply
Step 04

Your books stay up to date

When clients respond, Casper matches receipts to transactions, logs approvals, and updates the records. Your books close faster — with less back-and-forth than ever before.

🧾Receipt matched to transaction✓ done
📋Bill approved by client✓ done
💰Invoice paid · ledger updated✓ done
Reviews

Accountants who tried it
won't go back.

A small group of CAS firms have been quietly using Casper. Here's what they said.

★★★★★
Within a week Casper had chased receipts for 40 transactions I'd been sitting on for a month. I didn't write a single email.
Maria T. · CAS Manager, 60-client practice
★★★★★
My clients think we hired someone new. They respond faster because it doesn't feel like a system pestering them.
James K. · Solo bookkeeper
★★★★★
The CC on every email sold our partners. They can see exactly what Casper is saying. Full transparency, zero extra work.
Priya N. · Partner, regional accounting firm
Security & privacy

Built with the same trust
you give a new employee.

Casper works like a team member — not a tool with free rein over your systems. It gets its own isolated environment and can only access what you explicitly connect to it.

🖥️

Casper runs on its own computer — not yours

Think of onboarding Casper like giving a laptop to a new hire. Fresh out of the box, it can't see your emails, your files, or anything in your practice. It only gets access to the specific tools and data you connect — nothing more, nothing less. You stay in full control of what it can and can't see.

🔒

Read-only access to your books

Casper connects to your accounting software with read-only permissions. It can see transactions and balances to know what to chase — but it cannot create, edit, or delete anything in your books. Ever.

👁️

Full visibility on every action

You're CC'd on every email and text Casper sends. Nothing goes to a client without you seeing it. You can review, pause, or override Casper at any time — it works for you, not around you.

🗂️

Your data stays yours

Client data is never used to train models or shared with third parties. What happens in your practice stays in your practice. You can revoke access or delete your data at any time.

🛡️

Permission-based by design

Every integration requires your explicit sign-off. Casper only does what it's been given the tools to do. Adding a new capability — like connecting a second software platform — is always a deliberate choice you make, not something that happens automatically.

Stop chasing.
Let Casper chase.

Join accounting firms already using Casper to close their books faster and give clients a better experience.

Free to start · No credit card · Set up in 10 minutes