Admin operations
Follow-ups, scheduling, data entry, and customer messages - handled consistently every day, so nothing slips because someone got busy.
Trusted AI support for the work that runs your business.
Your admin, bookkeeping, and back office - organized with guided AI support.
Concierge AI Business Solutions builds practical AI operating support for administrative tasks, bookkeeping and accounting routines, and revenue recovery - always with clear rules, human oversight, and owner-visible activity.
Three kinds of work, off your plate
Bookkeeping & accounting support
Transactions categorized, reconciliations prepped, and month-end work kept current - supporting your bookkeeper or accountant instead of piling up on them.
Revenue recovery
Every invoice gets a managed payment journey from day one - polite follow-up, payment links, customer questions handled, and owner visibility until each account is paid or resolved. Sensitive cases always go to a person.
The Concierge AI product suite
Purpose-built AI assistants, each focused on one job your business needs done consistently.
Payment Recovery Agent
Turns every invoice into a managed payment journey: upload it once and the agent handles day-one delivery, polite follow-up, payment page activity, payment option requests, and owner notifications - until the invoice is paid or resolved.
Open Payment Recovery AgentAI Bookkeeping Assistant
Keeps the books current between visits from your bookkeeper: categorizes transactions, preps reconciliations, and flags anything unusual for a human - shaped by Nelson Perez's bookkeeping standards.
Open AI Bookkeeping AssistantAI Admin Assistant
Triage for inboxes, routine replies, appointment scheduling, and follow-up reminders - under rules your team sets once.
Free 15-Minute AI Audit
Find out what AI could take off your plate.
In one 15-minute call we look at how your business handles admin, bookkeeping, and revenue recovery - and tell you honestly whether AI can save you time, save you money, or help you make more. If we can't help, we'll say so.
- Where your team loses the most hours each week
- Which tasks AI support could handle safely
- What that's worth in time and dollars - with real numbers
An example
Meet Suzie
Suzie spends 8–12 hours a week checking invoices, resending links, answering "already paid" messages, and nudging customers. At even $22/hour, that's roughly $700–$1,100/month in repetitive admin time — before any missed revenue is counted.
Payment Recovery Agent handles the routine payment journey so Suzie can focus on customer service, scheduling, and higher-value work.
Illustrative example based on typical hourly cost — results vary and it is not a promise of savings or recovered revenue.
8–12 hrs/weekChasing invoices manually
$700–$1,100/moIn repetitive admin time
Freed upFor higher-value work
Expert-backed small business automation
Nelson Perez helped shape the Concierge AI product suite for real bookkeeping needs.
Nelson A. Perez, MBA, founder of NP Bookkeeping Solutions, brings 20+ years of accounting and finance experience, Fortune 500 controllership background, bilingual English/Spanish support, and Certified QuickBooks ProAdvisor discipline. His knowledge helped train and develop Concierge AI services tailored specifically to the bookkeeping, back-office, and revenue routines small businesses actually deal with.
- Human oversight on everything sensitive
- Every action recorded in an activity log
- You set the rules - the agent stays inside them
- No long-term contracts to find out if it fits