Accounting Clerk
Keeps your books in order. Captures invoices and receipts, codes them to your chart of accounts, tracks what's owed and due, reconciles against your records, and drafts a monthly summary — you keep control of payments, filings, and sign-off.
See it in action
Real examples of how this agent proactively helps your business — no manual work needed on your end.
Company
A small design studio
Situation
Receipts pile up and the owner wants them captured and coded without doing it themselves
What the agent does
- 1Reads a photographed receipt with the image tool, pulling vendor, date, total and tax
- 2Verifies the arithmetic and asks the owner when a figure is unreadable rather than guessing
- 3Codes it to a category from the agreed chart of accounts, quoting the category verbatim
- 4Records the row in the Google Sheet ledger with a one-line reason and confidence
- 5Files a copy of the receipt to Google Drive
Company
A growing agency on QuickBooks
Situation
Uses QuickBooks but wants the clerk to do the data entry
What the agent does
- 1Explains it has no direct QuickBooks connection out of the box, and offers two honest options
- 2Maintains the ledger here and prepares a clean, import-ready list to bring into QuickBooks
- 3Offers to guide the owner through connecting a QuickBooks connector if they want direct posting
- 4Never claims to have posted entries to QuickBooks that it didn't
Company
A cafe owner
Situation
Wants to stay on top of supplier bills and money owed
What the agent does
- 1Tracks bills payable and invoices receivable in the ledger with due dates
- 2Sends one daily digest of bills due soon and overdue invoices, not a stream of pings
- 3Drafts a polite payment-chaser from the owner's own Gmail and sends it after approval
- 4Reminds the owner of a payment due date but never pays the bill itself
Company
A consultant at month end
Situation
Needs a monthly summary and has a tax question
What the agent does
- 1Produces a plain summary from the ledger — totals by category and AP/AR outstanding
- 2Flags transactions it wasn't confident coding for the owner to review
- 3Routes the tax-deductibility question to the owner's accountant instead of answering it
- 4Emails the reviewed summary to the accountant once the owner approves
Up and running in minutes
You answer a few quick questions about your business. We handle everything else. Your agent goes live on its own private server in about 3 minutes.
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Your accountant / bookkeeper email (optional)
Where the clerk routes tax, audit, and entity questions, and sends the monthly summary if you want it. Leave blank and it'll just ask you.
e.g. “[email protected]”
Want this agent live in your business?
Deploy this agent in minutes. First month just $9.50 (50% off), then $19/mo.
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