AI Operator for Bookkeepers & Accountants

Document Collection for Bookkeepers & Accountants

Get documents on time. Answer questions faster. Meet every deadline.. Lumeairy deploys a fully managed AI operator that handles document collection automatically — so you can focus on the work that matters.

1-week free trial. No credit card required. Live in 24 hours.

The Problem

Clients always submit documents late. Manual reminder calls and emails during tax season, when you're already at capacity, is a recipe for stress and missed deadlines.

What Your Operator Does

Your operator sends automated document request reminders at set intervals — specific about what's missing, why it's needed, and when the deadline is — until everything is received.

What's Actually Happening in Your Business

Accounting is a deadline-driven profession where other people's disorganization becomes your crisis. Lumeairy gives you an operator that chases documents, manages routine client questions, and keeps your deadline calendar under control — so you can focus on the work that requires your expertise.

Clients who don't send documents on time — making deadlines impossible

High volume of routine questions that interrupt deep work

Proposal follow-ups during busy season when there's no time

Managing multiple deadline cycles simultaneously

Your Operator Handles It All

A dedicated operator that knows your business, works in your voice, and handles your operational layer every day — without supervision.

Live in 24 Hours

No complicated setup. No technical work. Tell us about your business and your operator is running the same day.

1

Tell us about your business

We spend 10 minutes learning how you work — your voice, your clients, your goals. No forms. A real conversation.

2

Your operator goes live

We configure your operator overnight. By the next morning, it's handling document collection automatically.

3

You focus on your work

Your operator runs in the background — responding, following up, and keeping your business moving while you do what you do best.

Results That Speak for Themselves

"I stopped losing leads I didn't even know I was losing. My operator responds while I'm with clients and books consultations I never had to touch. The difference in my schedule is immediate."

Sarah Kim

Bookkeepers · Chicago, IL

"The follow-up system alone paid for itself in the first week. I had 4 leads I'd mentally written off come back and book after my operator followed up with them. That's real money."

Marcus Rivera

Bookkeepers · Austin, TX

"I was skeptical that it would sound like me. It does. My clients have no idea — they just think I got a lot better at staying in touch. Which, honestly, I have."

Jordan Ellis

Bookkeepers · New York, NY

What a Great Week Looks Like

"All client documents received on time, zero deadline fires, proposals moving forward"

— What Lumeairy operators help bookkeepers and accountants achieve

Plans for Every Stage

Start with a 1-week free trial. No credit card required.

Respond

$97

/month

Follow Up

$197

/month

Scale

$497

/month

Partner

$997

/month

Your Bookkeepers & Accountants business, running itself.

Start your free trial today. Your operator is live within 24 hours.

Start free trial — no credit card