AI-Agents for Accountants in Financial Operations working with Gmail
Parse statements, log expenses, check balances. Every one is ready to run, and you can adjust it in plain language.
Convert Bank Statements
Prepare transaction CSVs with balance differences called out.
Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.
Works with
7 tools
7 tools
Send Customer Balance Report
Total current invoice balances by customer and currency.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
Works with
45 tools
45 tools
Log Receipt Expenses
Prepare receipt-backed expense entries for posting review.
Your shared expense tracker shows purchase details alongside the receipt. Finance can open the forwarded email during review.
Works with
4 tools
4 tools
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