AI-Agents for Bookkeepers working with Microsoft Office 365
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 toolsRequest missing invoice records before client bills move forward.
Your requester knows exactly what to add, and your approver can see why the bill is waiting.
22 toolsPut 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.
6 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 toolsKeep 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
