Admin operations
Follow-ups, scheduling, data entry, and customer messages — handled consistently every day, so nothing slips because someone got busy.
AI employees for the work that runs your business.
Your admin, bookkeeping, and back office — handled by AI employees.
Concierge AI Business Solutions builds AI employees that take real work off your plate: administrative tasks, bookkeeping and accounting workflows, and revenue recovery — always with human oversight and a full activity log.
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
Unpaid invoices, patient balances, and overdue accounts worked automatically under rules you approve — sensitive cases always go to a human.
The Concierge AI product suite
Purpose-built AI employees, each focused on one job your business needs done every day.
Payment Recovery Agent
An AI recovery employee that works your follow-up queue every day — unpaid invoices, patient balances, and overdue accounts — with exception handling, human review for sensitive cases, and a full activity log.
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.
AI Admin Assistant
Triages the inbox, drafts routine replies, schedules appointments, and keeps follow-ups moving — 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 collections — 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 an AI employee could take over safely
- What that's worth in time and dollars — with real numbers
- Human oversight on everything sensitive
- Every action recorded in an activity log
- You set the rules — the AI works inside them
- No long-term contracts to find out if it fits