AI-Agents for Accounting and Bookkeeping working with Microsoft Excel
Every one is ready to run, and you can adjust it in plain language.
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.
33 toolsDraft 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.
29 toolsLog 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.
8 toolsEmail 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.
13 toolsEnter 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.
7 toolsCombine 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.
8 tools
