AI bookkeeping & CFO advisory for growing businesses

Your books, closed.
Your numbers, forecasted.

AI captures receipts, reconciles transactions, and drafts your monthly CFO report. A licensed professional reviews every uncertain item and every number, powered by Netcash Pro, before it reaches you.

Book a free call See how it works

20-minute call · no pitch, no pressure · we reply within 24 hours

Every AI-flagged item and every monthly report is reviewed by a licensed professional, powered by Netcash Pro. A human is always in the loop.

What it handles for you
  • Receipts, captured & categorized
  • Transactions, reconciled
  • CFO reports, forecasted
  • Every number, human-reviewed

How it works

AI does the work. A human checks it.

Three steps, from a receipt hitting your phone to a CFO-reviewed number in your hands.

Step 01

You text or email a receipt. AI reads it

A photo of a receipt, a bank feed, a payroll export: AI reads it, categorizes it, and matches it to your books. Anything it isn't sure about gets flagged, not guessed.

as it happens
Step 02

A licensed professional reviews it, powered by Netcash Pro

Every flagged item, and the full monthly close, is checked by a licensed bookkeeping professional via our partner Netcash Pro before it's treated as final. A human is always in the loop.

human-verified
Step 03

You get a CFO report you can act on

On CFO Advisory, your reconciled books turn into a monthly report with a cash flow forecast (how much to set aside and by when), plus a live review call with a CFO advisor.

every month

Build your plan

Pick only what you need

AI-powered bookkeeping and CFO advisory, with a human always in the loop. Most businesses start with Automated Bookkeeping.

01

Client Intake Starter

Capture, qualify, and book every website visitor, automatically, day or night.

setup $1,000monthly $500/mo
See what's included
  • Website chatbot & client intake, 250 conversations/mo included
  • Online booking synced to your calendar
  • Automatic Google review requests after each engagement
  • Email support

Extra chatbot conversations beyond 250/mo: $70 per 100 ($0.70 each).

Book a call
02RECOMMENDED START

Automated Bookkeeping

Your books, kept current automatically. Every uncertain item is checked by a human before it reaches your books.

setup $2,000monthly $750/mo
See what's included
  • Everything in Client Intake Starter
  • Receipt capture: client texts or emails a photo; AI reads and categorizes it, uncertain items flagged for human review
  • Automated bank & card transaction reconciliation feed (read-only data ingestion, no payment processing)
  • Overhead cost categorization (rent, utilities, subscriptions) through the same reconciliation feed
  • Payroll data import from your existing payroll processor
  • QuickBooks integration

Human review of uncertain items and monthly reconciliation is powered by Netcash Pro, our licensed bookkeeping review partner. QuickBooks only. Other accounting platforms are not currently supported.

Book a call
03FLAGSHIP

CFO Advisory

A CFO-level view of your business, every month. Requires Automated Bookkeeping; not sold standalone.

setup $4,000monthly $950/mo
See what's included
  • Everything in Automated Bookkeeping
  • Monthly CFO financial report generated from your bookkeeping data
  • Cash flow forecast: see how much to set aside and by when, ahead of every tax deadline
  • Live monthly review call with a CFO advisor

CFO Advisory requires the Automated Bookkeeping tier. The monthly report and forecast are built directly from that data. Advisory review is powered by Netcash Pro.

Book a call
04

Website Build

A modern, credible website built to win trust and rank locally.

setup $2,500monthly $75/mo
See what's included
  • Custom mobile-first design
  • Up to 5 pages + local SEO basics
  • $75/mo Website Care, waived if bundled with Automated Bookkeeping or CFO Advisory
Book a call
05

Custom Automations & Integrations

Anything beyond the quarterly allowance, scoped and quoted on your call.

setup Custommonthly Custom
See what's included
  • QuickBooks, Square & more
  • Custom workflows for your business
  • Priority support
Book a call

Website Build and Custom Automations & Integrations are add-ons. Pair either with any tier. Not sure what you need? Book a free 20-minute call and we'll map it out with you.

Get started

Ready to book more clients?

Tell us about your business and what you'd like to automate. We'll reply within 24 hours with a clear next step. No pitch, no pressure.

Prefer to talk it through first? Book a 20-minute call →

Request a consultation

A few details and we'll take it from there.

Please add your name, a valid email, and the service you'd like help with.

No commitment. We'll reply within 24 hours.

You're all set.

We received your request and will be in touch within 24 hours. Questions? Email info@momentoautomation.com.

Live tool

The intake that books your calls and collects every document

A prospect fills out a quick form and instantly gets a confirmation plus a link to book. Once they're a client, they receive a tailored document checklist, and the system follows up on day 3, day 7, and day 12, chasing only what's still missing. Every email carries one-click unsubscribe, so the moment someone opts out, the follow-ups stop.

Fully managed for you. No technical setup required from your business.

See it in action

Live demo New client intake form See the exact form your prospects fill out: name, service needed, timeline. Then the instant confirmation. Opens in a new tab. Open the live demo

Opens the intake form we'd build for your business. Try it. Submissions aren't sent.

Book a free consultation

Questions, answered

What business owners ask us first

What does Momento do for my business?

We capture every inquiry and book consultations onto your calendar, then automate your bookkeeping (receipt capture, transaction reconciliation, and payroll data import), and, on CFO Advisory, generate a monthly CFO report with a cash flow forecast. Uncertain items and every advisory call are reviewed by a licensed professional via our partner Netcash Pro, so a human is always in the loop.

Is this actually AI, or is a person doing my books?

Both. AI handles the repetitive work: reading receipts, categorizing transactions, drafting the monthly report. Every uncertain item, plus the final monthly close and advisory call, is reviewed by a licensed bookkeeping or CFO professional through our partner Netcash Pro before it reaches you.

Can I get CFO Advisory without Automated Bookkeeping?

No. CFO Advisory's monthly report and cash flow forecast are built directly from your Automated Bookkeeping data, so it's only available bundled with that tier. It isn't sold standalone.

I don't have a website yet. Can you still help?

Yes. Website Build designs and launches a clean, credible business website for a one-time setup fee plus a small monthly Website Care fee. That Website Care fee is waived automatically when bundled with Automated Bookkeeping or CFO Advisory, since those tiers already include ongoing website hosting, security, and small edits.

What does the monthly fee cover?

It covers the automation platform, ongoing tuning, and human review of your books, plus, on Automated Bookkeeping and CFO Advisory, website hosting and care. There are no separate software bills to manage.

I'm not sure what I need. Where do I start?

Book a free 20-minute call. We'll look at how your business runs today and map out exactly what to automate first. No pitch, no pressure.