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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.

Comes in these packs