Bookkeeping that keeps itself current.
For trades, construction and property firms, multi-location operators, agencies and online brands. Socratius Books puts AI agents on the repetitive accounting work: categorizing transactions, matching receipts, reconciling accounts and chasing what’s missing. You answer the few questions that need a person.
The work that eats your week, handled every day.
Agents work through your books as transactions come in, so nothing piles up for month-end.
Categorizing transactions
Every bank and card line gets coded to the right account, consistently.
Matching receipts and invoices
Documents are paired with the transactions they belong to.
Reconciling accounts
Bank and card balances are checked against your books, and gaps are surfaced.
Chasing what’s missing
Missing receipts and unclear charges get followed up with the right person.
Asking instead of guessing
When something is ambiguous, it comes to you as a short question.
Clean books for your accountant
Your CPA or tax preparer starts from records that are already in order.
Three steps to books that stay current.
We look at your setup
On a short call we go through your accounts, tools and where bookkeeping time goes today.
Agents take the daily work
They categorize, match, reconcile and follow up as new transactions arrive.
You answer, they finish
You get the few questions that need a decision. Everything else is already done.
Who we work with
Accounting is repetitive in every one of these businesses. These are the ones we are starting with. If yours isn’t listed, ask on the call.
Home and field services
- HVAC
- Plumbing
- Electrical
- Roofing
Construction, property and engineering
- Commercial GCs & specialty subs
- Property management
- Engineering & architecture firms
- Oilfield & industrial services
Multi-location and operations-heavy
- Multi-unit restaurants & franchisees
- Dental & medical practices (multi-location)
- Trucking & freight
- Ag operations, co-ops & equipment dealers
Brands, agencies and nonprofits
- Marketing & creative agencies
- Shopify and Amazon brands
- Mid-size nonprofits
Questions
What is agentic accounting?
It means AI agents do the repetitive bookkeeping tasks themselves, from coding transactions to following up on missing receipts, instead of only suggesting what a person should do.
Does this replace my accountant?
No. It takes over the day-to-day bookkeeping so your accountant or CPA works from cleaner records.
Which accounting software do you work with?
Tell us what you use on the call and we’ll confirm whether it’s a fit before anything starts.
What happens when an agent isn’t sure?
It asks. Unclear items come to you as short questions rather than being guessed.
How is it priced?
It depends on your transaction volume and what you want covered. We go through it on the call.
See what your books look like with agents on them.
A 30-minute call about your accounts and where the time goes. You’ll leave knowing whether this fits.
Book a discovery call