Automate Your Accounting Busywork with AI Agents

Transaction categorization, invoice reminders, bill entry, and month-end close. Describe the task in one sentence, and your accounting agent does it across your apps.

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ACCOUNTING & BOOKKEEPING AGENT

Categorize a backlog of bank feed transactions in one pass

Reconcile an account and flag every mismatch

Create and send invoices from a project or hours log

Enter this week's bills from emailed invoices

Match every receipt to its card charge and flag the gaps

Run the month-end close checklist and flag what's not done

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Any Bookkeeping Task. One Message. Done.

A pile of uncategorized transactions, overdue invoices, a month to close. Tell the agent what you need and it works across your accounting tool, Gmail, Sheets, Slack, and 1,500+ apps.

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Pull all uncategorized transactions from the last 2 weeks in your accounting tool. For each, figure out the right category and account based on the vendor, amount, and how similar past transactions were coded. Apply the category, and for anything you're not sure about, leave it flagged with your best guess and the reason. Log the full run in the 'Categorization Log' tab in Google Sheets and post a summary to the finance channel in Slack with how many were coded and how many need a human eye.||

Categorization complete. 142 coded, 8 flagged for review.

Transaction Coding: Last 14 Days

Status	Date	Vendor	Amount	Category	Confidence
✅ Coded	Jun 3	AWS	$1,240	Software & Hosting	High
✅ Coded	Jun 4	Delta Airlines	$612	Travel	High
✅ Coded	Jun 5	Staples	$88	Office Supplies	High
🟡 Review	Jun 5	TF Transfer 4471	$5,000	Owner Draw?	Low
🟡 Review	Jun 6	SQ Unknown Vendor	$430	Uncategorized	Low

Summary: 150 transactions pulled, 142 coded automatically against the chart of accounts, 8 flagged for a human eye (mostly transfers and one unfamiliar vendor). The $5,000 transfer looks like an owner draw but needs confirming before it goes in. Full run is in the 'Categorization Log' tab, summary posted to Slack.

👇 Here's what your team could do with a single message.

1.Categorize a backlog of bank feed transactions in one pass

2.Reconcile an account and flag every mismatch

Reconcile [Account] in your accounting tool against the latest bank statement. Match every transaction, and flag anything that doesn't line up: missing transactions, duplicates, amounts that don't match, or charges with no record. List the mismatches in the 'Reconciliation' tab in Google Sheets with the date, amount, and what's off, and post a short summary of the difference to the finance channel in Slack so you know exactly what to chase before close.

3.Find and fix miscategorized transactions before close

Go through this month's coded transactions in your accounting tool and find anything that looks miscategorized: a software charge booked as travel, a personal expense in a business account, an amount that doesn't fit the usual pattern for that vendor. For each, suggest the right category and the reason. List them in Google Sheets for a quick review, and once approved, recode them so the books are clean before month-end.

1.Create and send invoices from a project or hours log

Take the billable hours or completed projects from the 'Billing' tab in Google Sheets. For each client, create an invoice in your accounting tool with the line items, rates, and totals, matching our standard format and payment terms. Send each invoice to the client contact via Gmail with a short, friendly note and a payment link, and mark the row as invoiced in Google Sheets.

2.Draft the overdue-invoice reminders with the right tone for each

Pull every overdue invoice from your accounting tool and sort them by how late they are. For each, draft a reminder email in Gmail that fits: a gentle nudge for the recently late, a firmer note for 60-plus days, with the invoice number, amount, and a payment link. Leave the drafts ready for me to glance at and send, and give me a list in Slack of who's getting chased and the total overdue.

3.Flag customers heading toward a credit problem

Pull every customer with an open balance from your accounting tool. For each, look at how much they owe, how overdue it is, and their payment history. Flag anyone whose outstanding balance is climbing or who's been slower to pay than usual. List the at-risk accounts in Google Sheets with the balance, days overdue, and a note, and post the highest-risk ones to the finance channel in Slack.

1.Enter this week's bills from emailed invoices

Go through the vendor invoices sitting in my inbox in Gmail from this week. For each, pull the vendor, amount, due date, and line items, and enter it as a bill in your accounting tool coded to the right account. Flag any that look like duplicates or don't match a known vendor. Log what you entered in Google Sheets and post a summary to the finance channel in Slack with the total coming due.

2.Build the bill payment run and route it for approval

Pull every bill due in the next 7 days from your accounting tool. Group them by vendor and due date, calculate the total, and build a payment run. Put the run in Google Sheets with each bill, amount, and due date, and send it to the approver via Gmail with the total and anything unusual called out, so it's signed off before anything's late.

3.Catch duplicate or suspicious vendor bills before you pay them

Check the bills entered in your accounting tool this month for anything off: the same invoice number twice, a vendor amount that jumped without reason, a bill from a vendor we've never paid, or a total that doesn't match the attached invoice. Flag each one with what's suspicious in Google Sheets and post the list to the finance channel in Slack so nothing dodgy gets paid.

1.Match every receipt to its card charge and flag the gaps

Pull this month's card charges from your accounting tool and the receipts from your expense tool. Match each receipt to its charge. Flag every charge with no receipt and every receipt with no matching charge. List the unmatched items in the 'Receipt Gaps' tab in Google Sheets with the date, amount, and who it belongs to, and post the count to the finance channel in Slack.

2.Code a stack of expenses against the chart of accounts

Take the submitted expenses in the 'Expenses' tab in Google Sheets. For each, figure out the right category and account based on the vendor, amount, and description, and apply our policy on what's reimbursable. Flag anything that breaks policy or needs a manager's sign-off. Write the coded expenses back to the sheet and into your accounting tool, and list the flagged ones for review.

3.Chase the missing receipts without writing a single email

Find every expense in your expense tool that's missing a receipt or a description. For each, draft a quick reminder in Gmail to the person who submitted it, asking for what's missing, with the date and amount so they remember the charge. Leave the drafts ready to send and log who's being chased in Google Sheets.

1.Run the month-end close checklist and flag what's not done

Walk the month-end close checklist in Google Sheets. For each item, check whether it's actually done in your accounting tool: accounts reconciled, transactions categorized, bills and invoices entered, accruals posted. Mark each item done or not, and for anything outstanding, note exactly what's left. Post the status to the finance channel in Slack so you know precisely how far the close is and what's blocking it.

2.Build the monthly P&L and cash flow without opening a tab

Pull last month's numbers from your accounting tool and build the profit and loss and the cash flow statement. Compare each against the prior month and the budget in Google Sheets, and call out anything that moved more than 10%. Write a short plain-language summary of how the month went, put the statements in Google Sheets, and email the pack to the owner via Gmail.

3.Pull a cash position snapshot whenever someone asks

Pull the current balance of every bank account from your accounting tool, plus what's coming in from open invoices and what's going out in bills due over the next 30 days. Work out the projected cash position and flag any week where it looks tight. Put the snapshot in Google Sheets and post the headline number to the finance channel in Slack.

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Set It Once. The Books Keep Themselves.

Daily coding, overdue reminders, bill entry, month-end close. Running on schedule and on every payment, bill, and expense, whether you're at your desk or not.

Automate recurring processes in 30 seconds.

Categorize new transactions every morning before you log in

When this happens...

App

Clock

When

Every weekday at 08:00 AM

Then do this...

👇 No workflow builder. Set it up in plain English.

Categorize new transactions every morning before you log in

Every weekday at 08:00 AM

Pull all uncategorized transactions that came into your accounting tool since yesterday. For each, figure out the right category and account based on the vendor, amount, and how similar past transactions were coded, and apply it. For anything you're not sure about, leave it flagged with your best guess and the reason. Log the run in the 'Categorization Log' tab in Google Sheets and post a summary to the finance channel in Slack with how many were coded and how many need a human eye.

Reconcile accounts and flag mismatches every Friday

Every Friday at 09:00 AM

Reconcile the main bank and card accounts in your accounting tool against the latest bank data. Match every transaction and flag anything that doesn't line up: missing entries, duplicates, or amounts that don't match. Log the mismatches in the 'Reconciliation' tab in Google Sheets and post the difference and what needs chasing to the finance channel in Slack so nothing carries into next week.

Send the overdue invoice reminders every morning

Every weekday at 09:00 AM

Pull every overdue invoice from your accounting tool. For each, send a reminder email through Gmail that matches how late it is, gentle for the recently due and firmer for the old ones, with the invoice number, amount, and a payment link. Log who was reminded in Google Sheets and post the total overdue and the biggest accounts to the finance channel in Slack.

Thank the customer and reconcile the moment an invoice is paid

When an invoice payment is received

When a payment lands against an invoice, mark the invoice paid in your accounting tool, match the payment to the right bank deposit, and send the customer a short thank-you and receipt through Gmail. Update the AR tracker in Google Sheets so the aging view stays accurate, and if it clears a large or long-overdue balance, post a note to the finance channel in Slack.

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Bookkeeping Playbooks Anyone on Your Team Can Run

Month-end close, AR aging, payment runs, client onboarding. Same process, same accuracy, every single time.

Complete repetitive processes in clicks

Run a full AR aging review and send a reminder to every late payer

1. Aging & Tone

Aging & Tone

Fill fields below 👇

Aging Cutoff in Days *

Reminder Tone

Minimum Balance to Chase

2. Pull and Bucket Overdue Invoices

Agent

Pull every open invoice from the accounting tool and find the ones at least Aging Cutoff in Days days overdue, ignoring any balance below Minimum Balance to Chase if set. Sort them into aging buckets: 1 to 30, 31 to 60, 61 to 90, and 90 plus days. For each overdue invoice, write a reminder email using a Reminder Tone that gets firmer the later the payment is, including the invoice number, amount due, due date, and a payment link. Work out the total overdue and the biggest accounts.

3. Draft the Reminder Emails in Gmail

Create DraftinGmail

4. Log the Aging Report in Google Sheets

Add Rows to SheetinGoogle Sheets

5. Post the AR Summary to Slack

Send MessageinSlack

👇 See use cases.

1.Run a full AR aging review and send a reminder to every late payer

How this Playbook works?

Enter the aging cutoff to start chasing from and how firm you want the tone. The AI agent pulls every open invoice from your accounting tool, sorts them into aging buckets, and works out total overdue and your worst offenders. For each overdue invoice, it drafts a reminder email that matches how late the payment is, gentle for the recent ones and firmer for the old, with the invoice number, amount, and payment link, and saves it in Gmail ready to send. The full aging breakdown gets logged in an 'AR Aging' tab in Google Sheets, and a summary of total overdue and the biggest accounts gets posted to the finance channel in Slack.

2.Run the full month-end close

How this Playbook works?

Enter the month to close and a link to your close checklist. The AI agent works through every step: it reconciles each bank and card account against the statements, checks that all transactions are categorized, confirms bills and invoices are entered, and posts the recurring accruals. It flags any discrepancy or missing item with exactly what's wrong. The close status, with every item marked done or outstanding, gets logged in a 'Month-End Close' tab in Google Sheets, and a summary of what's left and what's blocking the close gets posted to the finance channel in Slack so you can clear the last items fast.

3.Categorize and reconcile a full month of transactions

How this Playbook works?

Enter the account and the month to clean up. The AI agent pulls every transaction for that period from your accounting tool, codes each to the right category and account based on the vendor and how similar items were handled before, and flags anything it's unsure about with a best guess and a reason. It then reconciles the account against the statement and surfaces any mismatch. The coded transactions and the reconciliation result get logged in a 'Transactions' tab in Google Sheets, and a summary of how many were coded, how many need review, and the reconciliation difference gets posted to the finance channel in Slack.

4.Build and route the weekly bill payment run

How this Playbook works?

Enter the week and the approval threshold. The AI agent pulls every bill due that week from your accounting tool, groups them by vendor and due date, and checks each for duplicates or amounts that look off. It builds the payment run with the totals and flags anything that needs a closer look or sits above the threshold. The run gets logged in a 'Payment Run' tab in Google Sheets, and the full list with the total and any flags gets emailed to the approver via Gmail and posted to the finance channel in Slack for sign-off before anything is paid.

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Close the Books on Time, Without the All-Nighter.

Describe your bookkeeping task in one sentence. The agent does it across your apps while you keep the numbers straight.

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