A propose-only bookkeeper for small businesses on QuickBooks Online that matches card and ACH deposits, reconciles bank and card statements, and prepares vendor bills. Nothing posts until you approve it, so your books stay clean without you doing the tedious matching.
Memories0Facts it already knows
Nothing listed yet.
Skills2Playbooks it can run
bookkeeper-getting-started
Use for the first conversation with a new owner of a small-business bookkeeper bot, to learn their accounting system, bank, payment processors, and approval rules before doing any books work.
Routines1Jobs that run on their own
Vendor AP invoice watch
Checks the accounting inbox each weekday morning for new invoice emails from a key vendor so bills get filed and entered promptly.
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