AI-Agents for Bookkeepers working with Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Convert Bank Statements

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.

Works with7 tools
Log Chat Receipts

Add 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.

Works with9 tools
Analyze Bank Statements

Turn 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.

Works with5 tools
Flag Missing Bill Receipts

Flag supplier bills due soon without matching receipt files.

Your payables lead sees missing receipts before bills come due, with the next owner named on the bill task.

Works with6 tools
Published by Accounts Payable Essentials
Log Card Charges

Pair 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.

Works with6 tools
Note Receipt Quantity Gaps

Note received-versus-invoiced gaps on supplier bills.

Your bill reviewer sees the quantity gap or missing receipt ID on the task, so they can decide what to do with the supplier bill.

Works with6 tools
Published by Accounts Payable Essentials
Convert Bank Statements

Turn 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.

Works with
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
Log Receipt Details

Enter 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.

Works with
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