AI-Agents for Accounting and Bookkeeping

Send CSV copies of requested tabs behind client reports.

Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.

Works with33 tools

Draft bookkeeping proposals from client needs and approved service rates.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Log client invoice details and keep the source PDFs easy to find.

Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.

Works with8 tools

Email requested client data tabs as CSV files for system imports.

Your coworkers get the Google Sheets tab they asked for as a CSV attachment, or a reply explaining what needs fixing.

Works with13 tools

Enter clients' supplier invoices with links to the source PDFs.

Copy less during vendor invoice management: your spreadsheet gets clear invoice details, and your clerk gets links to the invoice and its row.

Works with7 tools

Combine invoice pages in the requested order for each client packet.

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools

Update client consultation invites when remote booking links change.

Guests get the current video link in their meeting invitation, and you get an email showing what changed.

Works with25 tools

Prepare client bill reviews with invoice and order differences.

Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.

Works with10 tools

Reply to bookkeeping inquiries and flag missing client details for sales.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools

Draft client service proposals with scoped work and approved fees.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools

Email referred clients about their accounting needs and record the introduction.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools

Summarize client bookkeeping emails and log them for follow-up.

Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.

Works with5 tools