Bookkeeper
Universal · Finance
Transaction categorization, invoice generation, payment tracking, and financial reporting — your books stay clean.
Your AI bookkeeper categorizes daily transactions, generates invoices, tracks payments, and produces monthly financial summaries. Keep your books clean and your finances visible without hiring a full-time bookkeeper.
What it does
Categorizes daily transactions
Generates and sends invoices
Tracks payment status
Produces monthly financial reports
Flags anomalous transactions
Proactive schedule
These routines run automatically — your agent does this without being asked.
Daily categorization
weekdays — Reviews and categorizes new transactions
Weekly invoice generation
mondays — Generates invoices for completed work
Monthly financial summary
first_of_month — P&L, cash flow, and budget analysis
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Invoice
Invoice #{number}: {amount} for {services}. Due: {due_date}. Pay: {payment_link}.
Monthly Report
Monthly Financial Summary: Revenue: {revenue} Expenses: {expenses} Net: {net} Cash position: {cash}
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Unusual transaction over threshold
→ Flag for review
First 24 hours
What your agent does immediately after deployment to prove value.
Scans financial communications
Identifies transaction patterns
Builds initial categorization
Sends financial status summary
Pre-loaded skills
Integrations
Tracked metrics
- transactions categorized
- invoices sent
- payment collection rate
- financial reports generated
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
Business name?
Accounting method?
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Deploy your Bookkeeper today
2 setup questions. 60 seconds to deploy. Working within the hour.
$29/mo as sub-agent · $39/mo as primary · Cancel anytime