AI for accountants & bookkeepers

Ask your ledger questions in plain English

"Which clients have invoices more than 45 days overdue?" "What did we bill the Henderson project this quarter?" "List contacts with no activity since March." Liminal queries Xero live and answers with the actual figures: then carries those figures into the next step, whether that's an email, a spreadsheet, or a summary for the partner.

Debtor follow-ups that don't feel like a mail merge

The assistant cross-references the overdue invoice with the client's recent email thread, drafts a follow-up that matches your firm's tone and the relationship's history, and shows you the message before it goes anywhere. Firm but warm for the chronic late payer, gentle for the good client having a bad month: inferred from context, not picked from a template.

Working papers and month-end packs

• Pull Xero data into Excel or Google Sheets with real formulas and formatting: built, not described.
• Draft month-end summaries and variance commentary as Word or PDF documents.
• Cross-check a client's spreadsheet against what's actually in their ledger.
• Turn a messy CSV export into a clean, structured workbook.

Client data stays under your control

Liminal runs on your computer, not a vendor's cloud agent platform. Session history and memory live on your disk, connections use standard secure sign-in you can revoke any time, and every write action: sending an email, raising an invoice, posting to a shared file: requires your explicit approval. For a profession built on confidentiality, that architecture matters.