Christine AITry Christine
Bookkeeper Guide

How to Automate Lead & Client Tracking as a Bookkeeper

Chasing receipts and transaction details from clients like Tom at Riverside Plumbing eats up 8 hours a week. Instead of digging through text threads for that $1,100 Home Depot charge, let automation handle the follow-up so you can focus on reconciliations.

The Current Reality

The Manual Way

Scrolling through iMessage history to find expense explanations, then manually copying data into QuickBooks and drafting reminder emails.

6 hours per week
  1. Open the text thread with a client to find the explanation for the $2,300 Bloom Bakery charge.
  2. Copy-paste details into a sticky note or Excel sheet so you don't forget.
  3. Log into QuickBooks to manually categorize the transaction based on your notes.
  4. Draft and send individual emails to 12 clients listing their unmatched transactions.
  5. Set phone alarms to follow up if receipts aren't received by Friday.

With Christine AI

The Christine Way

Drop a voice note right after calls and let Christine auto-draft receipt requests and update your tracking sheets.

You

Voice note: 'Just spoke to Sarah at Bloom Bakery. The $2,300 Feb charge is $1,800 display case (capitalize) and $500 health inspection (expense).'

Christine

Christine logs the split in your Google Sheet and tags the transaction for review in QuickBooks.

You

Text: 'Email Tom at Riverside Plumbing about the 5 unmatched Feb transactions including the $1,100 Home Depot charge.'

Christine

Christine drafts a polite email listing specific amounts and sends it via Gmail for your approval.

Time Saved Per Week

5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Ugh, Tom from Riverside Plumbing still hasn't sent receipts for those 34 unmatched transactions. Specifically that $1,100 Home Depot one.
9:41 AM
I can draft a reminder email listing the top 5 unmatched items including the Home Depot charge. Want me to send it now?
9:41 AM
Yes please. Also, I just got off the phone with Sarah at Bloom Bakery. Voice note incoming.
9:42 AM
🎤 [Voice Note]: The $2,300 charge was split. $1,800 for the new display case, capitalize it. $500 was the health inspection fee, expense it.
9:42 AM
Got it. I've logged the split in your 'Client Notes' sheet and updated the categorization draft for Bloom Bakery. The email to Tom is in your Drafts folder ready to go.
9:43 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support