AI-Agents for Bookkeepers in Data Import
Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Log invoice amounts from PDFs and keep the source emails easy to find.
Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.
8 toolsRecord supplier invoice details with links to the originals.
Copy less during vendor invoice management: your spreadsheet gets clear invoice details, and your clerk gets links to the invoice and its row.
7 toolsTurn emailed bank statements into CSVs with unclear entries flagged.
Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.
7 toolsTurn statement lines into categorized entries ready for review.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
5 toolsTurn bank statement pages into flagged transaction rows for review.
Your bank statement PDFs and screenshots become a review table. Your bookkeeper can trace flagged figures to the source page.
Keep unreconciled charges out of the close CSV.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
4 tools
