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Bookkeeper Guide

How to Automate Meeting & Session Notes as a Bookkeeper

After a client call explaining a mystery $2,300 charge at Bloom Bakery, that context often gets lost in a 40-message text thread. Without logging it right away, you waste 20 minutes later re-reading threads just to categorize expenses correctly for reconciliation.

The Current Reality

The Manual Way

Typing summaries into QuickBooks notes or Excel after calls end, often forgetting key details like capitalization rules.

15 minutes per client call
  1. End the Zoom or phone call with the client.
  2. Open a blank document or QuickBooks memo field.
  3. Manually type out the expense breakdown while trying to recall exact figures.
  4. Copy and paste specific amounts into the transaction register.
  5. Set a separate calendar reminder to follow up on missing receipts.

With Christine AI

The Christine Way

Voice note your call summary immediately after hanging up; Christine extracts figures, categorizes expenses, and updates your Google Sheets tracker.

You

Send voice note: 'Call with Sarah at Bloom Bakery. The $2,300 Feb charge is split: $1,800 display case (capitalize) and $500 health inspection (expense).'

Christine

Transcribes audio, identifies the $1,800 asset vs $500 expense, and logs entries in your 'Client Notes' Google Sheet.

You

Text: 'Draft email to Sarah confirming we capitalized the display case and asking for the health inspection invoice.'

Christine

Generates a draft email in Gmail with the correct figures and context ready for your review.

Time Saved Per Week

4 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

Just got off with Mike at Peak Roofing. He clarified the $3,200 to Acme Supplies was all materials for the Oakdale project, not equipment. Needs to be COGS.
9:41 AM
Got it. I've logged the $3,200 Acme Supplies transaction under 'COGS - Oakdale Project' in your tracking sheet. Should I flag this for review before you reconcile?
9:41 AM
Yes please. Also remind me next Tuesday to check if he sent the revised invoice.
9:42 AM
Reminder set for Tuesday, March 12 at 9 AM: 'Check if Mike sent revised Acme invoice.' I also drafted a quick confirmation email to Mike summarizing the COGS classification. Want to see it?
9:42 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

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