AI-Agents for Bookkeepers in Financial Operations
Parse statements, log expenses, check balances. Every one is ready to run, and you can adjust it in plain language.
Turn 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 toolsEmail an itemized list of open customer invoices each week.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsAdd supported purchase details and receipt links to the expense log.
Your shared expense tracker shows purchase details alongside the receipt. Finance can open the forwarded email during review.
4 toolsAdd receipt details to the shared expense log for review.
Your expense tracker gets linked receipt entries from work chat, with unclear amounts or dates called out for review.
9 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 toolsPair card charges with receipts in the shared expense log.
Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.
6 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 toolsEnter receipt totals in the expense log with source links.
Your expense log stays current as receipts arrive, with links to the originals and unclear details flagged for your review.
Email weekly customer balances with invoices behind each total.
Your bookkeeper gets a weekly customer open balance report, with supporting invoices and the overall amount due.
