Your monthly close.
Done by agents.
Approved by you.

Watermelon AI builds agents for bookkeeping, AP and the close, for CPA firms and finance teams. They do the work. Nothing posts without your OK.

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Bank feeds drop. Transactions sit uncategorized. Bills get paid twice. The close slips to the twentieth. We built agents that catch all of it, every day.

Step 1 · Connect
Step 2 · Agents work
Step 3 · You approve

Connect the books you already use.

    Approve & post to QuickBooks
    Watermelon›ConnectionsSample client
    QuickBooks Online● live
    Operating ··4412● live
    Amex ··1009● live
    BILL● live
    Read-only by default.
    Your account, your data.
    Nothing changes
    without approval.
    EntryAccountAmount
    Accrue Oct utilities6210 Utilities1,284.10
    Reclass card fee6820 Bank fees49.00
    Prepaid insurance, Oct6400 Insurance2,150.00
    Void duplicate bill 22072000 A/P(910.00)
    4 entries ready · each one traced to its source · waiting on you
    Demo

    See it work, start to finish.

    Results
    "The structure is cleaner than what I was doing earlier. It's a lot better than what I was expecting. This is awesome."
    Hiren Parmar, CPA
    16 hrs → 2

    Same work, same accuracy, eight times faster.

    Every entry

    traced to its source and approved by a person before it posts.

    Questions

    What people ask before a first call

    What does Watermelon AI do?

    We build AI agents that do bookkeeping work for CPA firms and finance teams: categorizing transactions in QuickBooks Online, reconciling bank and card accounts, entering and coding bills, and preparing the month-end close. A person approves every entry before it posts.

    Can the agents change my books without approval?

    No. Agents start read-only. Every entry that would write to your books is shown to you first, traced to its source, and posts only after you approve it.

    Which systems does it work with?

    QuickBooks Online, BILL, Excel, and the bank and card statements you already export. The agents run on Claude.

    How is it priced?

    Fixed price, scoped before any work starts. Custom builds start at $8,000 and team training is $5,000. Monthly support is available after a build. See pricing.

    Where does my data live?

    In your own accounts. When an engagement ends, your data comes back to you or is deleted within 30 days.

    Who is it for?

    Owners of small CPA and bookkeeping firms, and finance teams at small and mid-size businesses, who want the monthly bookkeeping work done faster without adding headcount.

    Member of & backed by
    PASBATXCPAMassChallengeMassachusetts Bankers AssociationWylie Area Chamber of Commerce
    Book a call

    Show us your worst month-end.

    Book a 30-minute call Or watch it work on YouTube →