Does DoMyWork actually execute tasks in Wave?

Yes. Unlike suggestion tools, DoMyWork executes the work. It takes your instruction, performs the steps across Wave and your other apps, and completes the action.

Is this different from Wave's built-in AI features?

Wave's native features are limited to the platform. DoMyWork acts as a bridge, allowing you to trigger actions across Wave, Gmail, Slack, and your other tools simultaneously.

How does this compare to Zapier or Make?

Zapier requires you to build rigid, step-by-step logic. With DoMyWork, you simply describe the task in plain English, and the agent handles the multi-step execution autonomously.

Can the agent monitor my Wave account 24/7?

Yes. You can set up agents on autopilot to watch for specific triggers—like a new invoice or payment—and act on them immediately, every time.

Is my Wave financial data safe?

We prioritise security. DoMyWork uses secure API connections to interact with Wave, ensuring your data is handled according to strict privacy standards.

Can I connect Wave to other apps?

Absolutely. DoMyWork allows you to connect Wave to 1,500+ apps, including Gmail for communications, Slack for alerts, and Google Sheets for reporting.

AI Agent for Wave

Categorise transactions, chase late payments, and reconcile your books automatically. DoMyWork AI agents work with Wave and 1,500+ apps to keep your finances accurate and your cash flow healthy.

Identify unpaid invoices over 30 days old and draft reminders

Categorise the last 50 uncategorised transactions in Wave

Reconcile my bank statement against Wave records for last month

Summarise this month's revenue and post to Slack

Find expense receipts in Gmail and attach them to Wave

Update my vendor list from the latest spreadsheet

Agent for

Wave

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your accounting data into resolved cash flow

Categorise transactions, chase late invoices, reconcile bank records, and update your ledger.

12 invoices flagged, drafts created

Catch up on every late invoice from last month

"Check Wave for invoices past their due date, see which clients haven't paid, and draft a polite reminder in Gmail for each one. Post the list to Slack when done."

Send Message

Summarise monthly cash flow for your records

"Pull revenue and expense data from Wave for the last 30 days, calculate the net profit, and send a summary email to my accountant."

Send Message

Find missing expense receipts in your inbox

"Scan my Gmail for receipts from the last month, match them to Wave expense records, and flag any missing ones."

Send Message

Update vendor contact details from new contracts

"Look for new vendor contracts in Google Drive, extract contact details, and update the vendor profiles in Wave."

Send Message

Flag unusual spending patterns in your ledger

"Analyse the last 3 months of expenses in Wave and list any categories where spending has increased by more than 20%."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile bank transactions against ledger entries

"Compare the latest bank statement file with Wave transactions, identify any unmatched items, and suggest the correct category for each."

Send Message

Identify duplicate entries in your expense report

"Scan Wave expenses for the last quarter, detect any duplicate entries with similar dates and amounts, and prepare a cleanup list."

Send Message

Prepare tax-ready reports for the current quarter

"Gather all income and expense reports from Wave, format them into a tax-ready spreadsheet, and save it to Google Drive."

Send Message

Verify vendor tax IDs against official records

"Check the vendor list in Wave, search for their tax documents online, and update the tax ID fields in the system."

Send Message

Clean up uncategorised transactions from the year-end

"Review all transactions marked as 'Uncategorised' in Wave, infer the correct category based on vendor name, and apply the changes."

Send Message

Got a different task in mind? Describe it

Send Message

Sync new client records from your CRM to Wave

"Check my CRM for new closed-won deals, extract the client info, and create a new customer profile in Wave."

Send Message

Organise recurring subscription invoices

"Find all recurring software subscriptions in Wave, list their renewal dates, and create a calendar event for each."

Send Message

Automate the onboarding of new service vendors

"Take the vendor info from our onboarding form, create a new vendor in Wave, and send an introductory email via Gmail."

Send Message

Track project-based expenses across teams

"Pull expenses tagged with project names from Wave and generate a summary report for the project manager."

Send Message

Audit compliance for recent business purchases

"Review recent large purchases in Wave, check if they have a matching receipt in our shared folder, and report any gaps."

Send Message

Got a different task in mind? Describe it

Send Message

Draft invoices for completed project milestones

"Read my project tracker for completed tasks, calculate the billable amount, and draft an invoice in Wave for each client."

Send Message

Categorise personal vs business expenses

"Review my bank feed in Wave, identify transactions that look like personal spending, and mark them for review."

Send Message

Chase down clients who have not opened invoices

"Check Wave for invoices sent over a week ago that haven't been viewed, and send a friendly follow-up via Gmail."

Send Message

Calculate monthly tax savings based on income

"Pull my net income from Wave for the month and calculate 25% for tax savings, then update my savings account note."

Send Message

Update my service rates in the invoice template

"Take the new rate sheet from my notes, update the default service items in Wave, and refresh my invoice template."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Wave AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Wave AI Agent

🛸 Autopilot

Act on your financial data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new invoices, categorise expenses, and flag payment risks before they become a problem.

Setting up an autopilot is too easy

New invoice is created in Wave

Describe...

1. Send personalised thank you notes for paid invoices

WhenNew payment is received in Wave

Then

Identify the client, check their lifetime value, and send a personalised thank you email from Gmail.

Put on Autopilot

2. Flag high-value expenses for quick review

WhenNew expense is created in Wave

Then

If the expense is over $1,000, summarise the vendor and amount, then post an alert to my Slack.

Put on Autopilot

3. Check for late-paying clients every Monday

WhenEvery Monday at 09:00 AM

Then

Scan Wave for invoices 15+ days overdue and draft a reminder email for each.

Put on Autopilot

4. Monitor daily revenue targets

WhenNew invoice is created in Wave

Then

Check if the new invoice brings the daily total above my target, then update my progress tracker.

Put on Autopilot

5. Alert on bank account balance drops

WhenNew transaction is created in Wave

Then

Check if the new transaction is a large withdrawal, compare it against the balance, and notify me if funds are low.

Put on Autopilot

1. Categorise new expenses based on vendor history

WhenNew expense is created in Wave

Then

Check historical records for this vendor, assign the correct category, and update the transaction in Wave.

Put on Autopilot

2. Detect duplicate invoice numbers

WhenNew invoice is created in Wave

Then

Check if the invoice number already exists in the ledger and flag it for review if it does.

Put on Autopilot

3. Flag missing tax documentation for new vendors

WhenNew vendor is created in Wave

Then

Check if the vendor profile has a tax ID, if not, email the vendor requesting it.

Put on Autopilot

4. Summarise weekly ledger activity

WhenEvery Friday at 05:00 PM

Then

Compile all transactions from the week into a summary and email it to the finance team.

Put on Autopilot

5. Verify new bank feeds for accuracy

WhenNew transaction is created in Wave

Then

Cross-reference the transaction date with the bank feed and flag any date mismatches.

Put on Autopilot

1. Sync client data to project management tools

WhenNew customer is created in Wave

Then

Create a new project board for the client in Trello and add their contact details.

Put on Autopilot

2. Notify the team of new service contracts

WhenNew invoice is created in Wave

Then

Extract the service details and post a project summary to the #operations Slack channel.

Put on Autopilot

3. Archive completed invoice PDFs

WhenNew invoice is created in Wave

Then

Download the PDF invoice and save it to the correct project folder in Google Drive.

Put on Autopilot

4. Track vendor contract renewals

WhenNew vendor is created in Wave

Then

Identify the renewal date from the contract and add a reminder to the team calendar.

Put on Autopilot

5. Update inventory levels from sales

WhenNew invoice is created in Wave

Then

Identify the items sold, subtract them from the inventory sheet, and alert if stock is low.

Put on Autopilot

1. Send invoice receipts immediately

WhenNew payment is received in Wave

Then

Generate a payment receipt and email it to the client with a professional thank you.

Put on Autopilot

2. Track unpaid invoices for follow-up

WhenNew invoice is created in Wave

Then

Add the invoice to my 'To-Follow-Up' sheet in Google Sheets with the due date.

Put on Autopilot

3. Update income tracker for tax planning

WhenNew payment is received in Wave

Then

Add the payment amount to my monthly income tracker and update the projected tax total.

Put on Autopilot

4. Notify client of invoice delivery

WhenNew invoice is created in Wave

Then

Send a quick Slack message to the client letting them know the invoice is ready.

Put on Autopilot

5. Check for new expense receipts in email

WhenEvery day at 08:00 AM

Then

Scan Gmail for new receipts, attach them to the corresponding Wave expense, and archive the email.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Wave

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

New Client Onboarding Playbook

FormCollect data with form

1. Enter Client Details

Enter Client Details

Fill fields below 👇

Client Name *

Email *

Company *

Complete in a clickSend data to 1500+ apps

2. Create Wave Profile

Create CustomerinWave

3. Send Welcome Email

Send EmailinGmail

New Client Onboarding Playbook

Create profiles, send welcome emails, and set up billing.

Clone This Playbook

Expense Approval Playbook

Review and approve large expenses.

Clone This Playbook

Monthly Revenue Summary Playbook

Generate and share performance reports.

Clone This Playbook

Vendor Cleanup Playbook

Remove inactive vendors.

Clone This Playbook

Quarterly Tax Prep Playbook

Prepare tax-ready files.

Clone This Playbook

Bank Reconciliation Playbook

Match bank feeds to ledger.

Clone This Playbook

Duplicate Transaction Playbook

Find and merge duplicates.

Clone This Playbook

Vendor Tax ID Playbook

Verify vendor tax compliance.

Clone This Playbook

Uncategorised Expense Playbook

Clean up expense categories.

Clone This Playbook

Financial Audit Playbook

Check for ledger errors.

Clone This Playbook

Vendor Onboarding Playbook

Add new vendor to system.

Clone This Playbook

Inventory Sync Playbook

Update inventory levels.

Clone This Playbook

Project Expense Tracker Playbook

Summarise project costs.

Clone This Playbook

Contract Renewal Playbook

Track upcoming renewals.

Clone This Playbook

Purchase Compliance Playbook

Verify purchase receipts.

Clone This Playbook

Invoice Creation Playbook

Create invoices from tasks.

Clone This Playbook

Expense Categorisation Playbook

Sort personal vs business.

Clone This Playbook

Late Payment Follow-up Playbook

Chase overdue invoices.

Clone This Playbook

Tax Savings Playbook

Calculate monthly tax set-aside.

Clone This Playbook

Rate Update Playbook

Update invoice templates.

Clone This Playbook

1500+ App Integrations

Connect Wave + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Swipe Pages

Tally

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Wix

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

Facebook Ads Management And Insights

Lob

Forminit.com (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New invoice is created in Wave

Then

Recurring Work on autopilot

Autopilot

Invoice Recovery Playbook

Enter client details

Check payment status

Send reminder email

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Wave

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Wave AI Agent

An AI agent for Wave is a digital worker that connects to your Wave account to perform accounting tasks like categorising transactions, chasing invoices, and reconciling books without manual input.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Wave

Turn your accounting data into resolved cash flow

Catch up on every late invoice from last month

Summarise monthly cash flow for your records

Find missing expense receipts in your inbox

Update vendor contact details from new contracts

Flag unusual spending patterns in your ledger

Got a different task in mind? Describe it

Reconcile bank transactions against ledger entries

Identify duplicate entries in your expense report

Prepare tax-ready reports for the current quarter

Verify vendor tax IDs against official records

Clean up uncategorised transactions from the year-end

Got a different task in mind? Describe it

Sync new client records from your CRM to Wave

Organise recurring subscription invoices

Automate the onboarding of new service vendors

Track project-based expenses across teams

Audit compliance for recent business purchases

Got a different task in mind? Describe it

Draft invoices for completed project milestones

Categorise personal vs business expenses

Chase down clients who have not opened invoices

Calculate monthly tax savings based on income

Update my service rates in the invoice template

Got a different task in mind? Describe it

How Does a Wave AI Agent Work

Act on your financial data the moment it changes — with agents on autopilot

1. Send personalised thank you notes for paid invoices

2. Flag high-value expenses for quick review

3. Check for late-paying clients every Monday

4. Monitor daily revenue targets

5. Alert on bank account balance drops

1. Categorise new expenses based on vendor history

2. Detect duplicate invoice numbers

3. Flag missing tax documentation for new vendors

4. Summarise weekly ledger activity

5. Verify new bank feeds for accuracy

1. Sync client data to project management tools

2. Notify the team of new service contracts

3. Archive completed invoice PDFs

4. Track vendor contract renewals

5. Update inventory levels from sales

1. Send invoice receipts immediately

2. Track unpaid invoices for follow-up

3. Update income tracker for tax planning

4. Notify client of invoice delivery

5. Check for new expense receipts in email

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

New Client Onboarding Playbook

Expense Approval Playbook

Monthly Revenue Summary Playbook

Vendor Cleanup Playbook

Quarterly Tax Prep Playbook

Bank Reconciliation Playbook

Duplicate Transaction Playbook

Vendor Tax ID Playbook

Uncategorised Expense Playbook

Financial Audit Playbook

Vendor Onboarding Playbook

Inventory Sync Playbook

Project Expense Tracker Playbook

Contract Renewal Playbook

Purchase Compliance Playbook

Invoice Creation Playbook

Expense Categorisation Playbook

Late Payment Follow-up Playbook

Tax Savings Playbook

Rate Update Playbook

Connect Wave + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Wave AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Wave AI Agent