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Accounting & bookkeeping
prof-accounting
Chase the information, code the ledger, you review and sign.
8 agents~146h / month4 playbooks
What installs
- 01
Enquiry triage
Read the inbox, sort by urgency, draft replies for approval
emailchatGmailGoogle DriveHubSpot~22hDetails - 02
Meeting scheduler
Find the time, book it, send the agenda
smsemailGoogle CalendarTwilioVerbalCRM~29hDetails - 03
Document chase
Request and chase the documents you need from clients
smsemailGmailGoogle DriveXeroHubSpot~13hDetails - 04
Bookkeeping
Code bills, match receipts, hand you a clean ledger to approve
emailchatXeroQuickBooksGmailGoogle Drive~27hDetails - 05
Deadline reminders
Track lodgement and renewal dates and remind the team (ops, not advice)
emailchatGoogle DriveGmailTwilio~14hDetails - 06
Invoice follow-up
Polite, persistent chasers on overdue invoices
smsemailXeroTwilioGmail~18hDetails - 07
Payment collection
Send pay links, confirm receipt, update the invoice status
smsemailStripeXeroTwilioGmail~14hDetails - 08
Client update summaries
Draft the weekly client status update for you to send
emailchatXeroGoogle SheetsHubSpotGmail~9hDetails
Playbooks included
- · new client
- · document request
- · lodgement reminder
- · overdue invoice
Guardrails shipped with the pack
- · No tax advice
- · Everything lands as a draft for a registered agent to sign
Packs are built by 88 Swarm. Your emails, files and job history stay in your own workspace and are never used to train shared models.