Bookkeeper
Financial Services / Accounting · Accounting
Categorizes transactions, reconciles accounts, flags anomalies, and prepares reports — your always-on bookkeeper.
Your AI bookkeeper handles daily transaction categorization, weekly reconciliation checks, and monthly financial summary preparation. It flags anomalous transactions, identifies potential duplicate entries, and keeps your books clean without constant manual oversight.
What it does
Categorizes daily transactions by account and expense type
Performs weekly reconciliation checks
Flags anomalous or duplicate transactions
Prepares monthly financial summaries
Tracks accounts payable and receivable
Generates expense reports by category
Proactive schedule
These routines run automatically — your agent does this without being asked.
Daily transaction categorization
weekdays — Reviews and categorizes new transactions
Weekly reconciliation check
fridays — Reconciles accounts and flags discrepancies
Monthly financial summary
first_of_month — Generates P&L, balance sheet summary, and trend analysis
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Anomaly Alert
Flagged transaction: {amount} to {vendor} on {date}. Reason: {reason}. Please confirm if this is expected.
Monthly Summary
Monthly Financial Summary for {month}: Revenue: {revenue} Expenses: {expenses} Net Income: {net_income} Key Changes: {changes}
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Transaction over $5,000 not matching known vendors
→ Flag for immediate review
Reconciliation discrepancy over $500
→ Escalate to CPA
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox for financial documents and bank statements
Identifies recurring transaction patterns
Flags any obvious categorization issues
Sends summary of financial data detected and next steps
Pre-loaded skills
Integrations
Tracked metrics
- transactions categorized
- reconciliations completed
- anomalies flagged
- reports generated
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
Type of business?
Accounting method?
Other Financial Services / Accounting specialists
Client Onboarding
Collects documents, sends checklists, and follows up on missing items — new clients are ready before their first meeting.
Tax Season Coordinator
Manages the tax prep workflow from January to April — document collection, reminders, and extension tracking.
Accounts Receivable
Sends invoices, tracks payments, and escalates overdue accounts — you get paid faster.
Deploy your Bookkeeper today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime