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AI-Agents for Bookkeepers in Duplicate Prevention working with Microsoft Office 365

Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.

Prepare Flagged Email Tasks

Put the needed action and tomorrow's due date on flagged client tasks.

See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.

Works with6 tools
Export Close Transactions

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.

Works with4 tools
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