Full-Charge Bookkeeper, AI-Assisted

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Oversee the complete Accounts Payable and Accounts Receivable processes utilizing AI-driven OCR technologies for invoice capture and coding.

• Conduct daily and monthly reconciliations for bank accounts, credit cards, and payment gateways.

• Establish and instruct machine-learning rules within accounting software to facilitate automated categorizations.

• Update and manage the general ledger, prioritizing exception handling over manual data entry.

• Leverage automated follow-up systems and AI drafting tools to handle collections and vendor communications.

• Administer expense reports and maintain vendor records through integrated technology solutions.

• Generate fundamental monthly financial statements, including Profit & Loss and Balance Sheet reports.

• Support external CPAs with preparations during the tax season.

⛳️ Requirements

• Minimum of 3 years of demonstrated experience as a Bookkeeper or in a comparable transactional accounting position for US-based organizations.

• Strong practical knowledge of QuickBooks Online (QBO) or Xero.

• Hands-on experience implementing and overseeing AI-powered receipt scanners, OCR software, and automated A/P & A/R workflows.

• High degree of accuracy, keen attention to detail, and a focus on continuous process enhancement.

• Advanced English proficiency (B2/C1) for effective communication with US vendors, clients, and internal teams.

• Proficiency in Excel and Google Sheets for data management.

• Experience with full-cycle Accounts Payable (AP) and Accounts Receivable (AR).

• Familiarity with bank, credit card, and payment gateway reconciliations.

• Knowledge of general ledger upkeep, expense processing, and vendor management.

• Capability to prepare basic financial statements (P&L and Balance Sheet).

• Certification in QuickBooks Online.

• Experience with tools such as Bill.com, Dext, Hubdoc, or similar applications.

• Background in implementing automated invoice capture, transaction categorization, and collections processes.

• Experience assisting U.S. CPAs with tax preparation.

🏝️ Benefits

• Competitive salary.

• Fully remote work arrangement.

• Regular Monday-Friday work schedule.

• A stable, technology-driven work environment that supports growing US businesses.