Operations Guide

Getting Started

Create your workspace, invite your team, and set your branding.

Bookkeeping

Chart of accounts, clients, invoices, reconciliation, and reports.

Self-Directed IRA

Open, fund, and manage a self-directed IRA inside CheckSmith.ai.

AI Implementation

Learn how to put AI to work in your financial workflow. Train your team with AI Flight School and save 20% with code CHECKSMITH20.

1. 1.Visit aiflightschool.ai and choose a course or bundle.
2. 2.At checkout, enter code CHECKSMITH20.
3. 3.Your 20% discount is applied before payment.