Document chasing, bookkeeping entries, scheduling and deadlines, collections — the work that swallows your staff every busy season, done by managed AI employees working in QuickBooks, Xero, Karbon and your inbox, supervised by a Mesaya account manager. Built for §7216 from day one.
Who it's for, how a role runs, what it costs — from our CEO. Also in Español, Français, Italiano, Português, עברית, Русский and 中文 at mesaya.com/explainer.
Every role is configured from agents already running in production — never a blank prompt. Each one gets its own service account, limited to the permissions you grant, and works inside the tools you already run.
Chases missing PBC documents until the file is complete — polite, persistent, on your schedule, in your firm's voice.
Reads the open-items list
Emails and texts clients
Files what comes back
Codes and reconciles transactions in QuickBooks Online or Xero, ready for your review — categorized, matched, exceptions flagged.
Bank and card feeds coded
Reconciliations with variances explained
Month-end close checklist run and reported
Books client calls, keeps every filing deadline on the calendar, and reminds the right person before it's late.
Extension and filing deadlines tracked
Calls booked from your inbox
Weekly deadline digest to partners
Chases overdue invoices, reconciles every payment in Bill.com or QuickBooks, and tells you what's still open.
Reminder sequences you approve once
Payment matching and aging report
Escalation to a partner
A discovery call on your business and its bottlenecks; one role picked for the trial; a scoping call on systems, rules and approvals. Our audit agent reads your email and systems so the history is understood in days, without meetings.
A graduated agent configured for the role, pre-trained with your manager on examples and edge cases. Service accounts, permissions and approval gates set in your own systems.
The agent works; a human approves everything consequential. Every deliverable logged with its approval chain. Outcomes verified at the source.
Approvals recede as results prove out; exceptions and samples stay reviewed. Your account manager stays in the loop — and scopes the next role.
Mesaya processes tax return information as an auxiliary service provider under Treas.
A privileged position memo prepared by counsel is available to your firm's attorney on request.
Shadow · week 1 — it drafts, you send.
Ask first — it proposes, you approve.
Routine — standard cases handled, exceptions to you.
Autopilot — it runs; you get the digest.
Simple as payroll, and a credit is always $1. No licenses, no implementation fee, month to month. Your first week is free.
per month, per role. Each role is priced by its deliverables, so the minimum scales with the role.
Every task has a credit price — a lead answered: 2, an invoice chased: 2, a listing published: 6. Itemized on your log, reported as KPIs, reviewed by you.
Add credit batches when you need more done. You set a monthly cap; the bill never passes it.
In aggregate, a role lands at a fraction of what the same work costs in payroll. Rates shown are examples; your order sets yours, and outcome pricing is available where results are measurable — collections on dollars recovered, lead response on booked meetings. You see the exact price for your roles on the scoping call.
We founded Modani, a national furniture retailer, in 2007, sold it in 2018, and bought it back in 2024 to rebuild it on AI. Revenue is up 39% year over year with less than 40% of its former workforce. Every Mesaya role was graduated there first, on a live P&L.
They run several roles each, inside their own systems, with a named account manager on the account. We don't publish client names by default — a live portal demo and references are available on request.
Under the auxiliary-services exception at Treas. Reg. §301.7216-2(d), yes — provided processing is US-only, limited strictly to your engagement, and not a "substantive determination." That is the basis every tax-software and cloud vendor relies on. We add a further condition on ourselves: tax data runs only inside your own cloud tenant. Your firm attests to any required consents in the Statement of Work, and we never use tax data for anything else.
QuickBooks Online, Xero, Bill.com, Karbon, Canopy, TaxDome, Google Workspace and Microsoft 365. Each agent gets its own service account limited to the permissions you grant; you never share user credentials.
Yes — and it's when most firms start. Document chasing and scheduling are the roles to begin with: they take pressure off staff within the first week and involve no tax-return processing during the free week. Bookkeeping and tax-adjacent roles start once the Statement of Work is signed.
Two cases. If the agent didn't act as trained, that's on us: we re-perform at our cost. If it was never trained for that case, we fix it once and it becomes part of the role permanently. Either way the miss is visible the same day, because nothing is "done" until it's verified in your systems.
No. You hire a role; we run the employee. A named Mesaya account manager sets up the agents, reviews the work, handles exceptions and answers when you call. Your partners approve what matters and read a digest.
Those features help your staff do the work faster. Mesaya does the work. The difference is who is accountable when the file isn't complete on the 14th — with Mesaya, it's a named person on our side.
Tell us where your team loses the most hours. We'll propose the first role, show you a prototype for your business, and have it working in shadow mode within three weeks.
Book a scoping callOr tell us in writing — we reply within one business day.
