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Bookkeeping
bookkeeping
Code bills, match receipts, hand you a clean ledger to approve.
~27h / monthemail · chat
Rules it starts with
- · Everything lands as a draft
- · New suppliers and large bills wait for approval
Tools it expects
XeroQuickBooksGmailGoogle Drive
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a bookkeeping agent. It reads supplier bills and receipts from my inbox and Drive, extracts totals and GST, codes them to the right account using how I coded similar bills before, attaches the source document, and files a draft in Xero. Anything over $2,000, any new supplier, or any low-confidence coding waits for my approval.
