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.
Véalo en acción
Ejemplos reales de cómo este agente ayuda proactivamente a su negocio — sin trabajo manual de su parte.
Empresa
A small design studio
Situación
Receipts pile up and the owner wants them captured and coded without doing it themselves
Lo que hace el agente
- 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
Empresa
A growing agency on QuickBooks
Situación
Uses QuickBooks but wants the clerk to do the data entry
Lo que hace el agente
- 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
Empresa
A cafe owner
Situación
Wants to stay on top of supplier bills and money owed
Lo que hace el agente
- 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
Empresa
A consultant at month end
Situación
Needs a monthly summary and has a tax question
Lo que hace el agente
- 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
Funcionando en minutos
Responde algunas preguntas rápidas sobre su negocio. Nosotros nos encargamos de todo lo demás. Su agente se activa en su propio servidor privado en unos 3 minutos.
- 1
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]”
¿Quiere este agente activo en su negocio?
Implemente este agente en minutos. Primer mes solo $9.50 (50% de descuento), después $19/mes.
Comenzar