Cloudo AgentsCloudo Agents
← 一覧に戻る
operations · finance ops

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.

Starterプラン · 月額$19からSmall BusinessRetailB2b ServicesAgenciesProf ServicesHospitalityEcommerce

実際の使い方を見る

このAIアシスタントが、日々の業務をどう手伝えるかの例です。

会社

A small design studio

状況

Receipts pile up and the owner wants them captured and coded without doing it themselves

AIアシスタントの動き

  1. 1Reads a photographed receipt with the image tool, pulling vendor, date, total and tax
  2. 2Verifies the arithmetic and asks the owner when a figure is unreadable rather than guessing
  3. 3Codes it to a category from the agreed chart of accounts, quoting the category verbatim
  4. 4Records the row in the Google Sheet ledger with a one-line reason and confidence
  5. 5Files a copy of the receipt to Google Drive

会社

A growing agency on QuickBooks

状況

Uses QuickBooks but wants the clerk to do the data entry

AIアシスタントの動き

  1. 1Explains it has no direct QuickBooks connection out of the box, and offers two honest options
  2. 2Maintains the ledger here and prepares a clean, import-ready list to bring into QuickBooks
  3. 3Offers to guide the owner through connecting a QuickBooks connector if they want direct posting
  4. 4Never claims to have posted entries to QuickBooks that it didn't

会社

A cafe owner

状況

Wants to stay on top of supplier bills and money owed

AIアシスタントの動き

  1. 1Tracks bills payable and invoices receivable in the ledger with due dates
  2. 2Sends one daily digest of bills due soon and overdue invoices, not a stream of pings
  3. 3Drafts a polite payment-chaser from the owner's own Gmail and sends it after approval
  4. 4Reminds the owner of a payment due date but never pays the bill itself

会社

A consultant at month end

状況

Needs a monthly summary and has a tax question

AIアシスタントの動き

  1. 1Produces a plain summary from the ledger — totals by category and AP/AR outstanding
  2. 2Flags transactions it wasn't confident coding for the owner to review
  3. 3Routes the tax-deductibility question to the owner's accountant instead of answering it
  4. 4Emails the reviewed summary to the accountant once the owner approves

数分で使い始められます

事業について簡単な質問に答えるだけです。残りはCloudoが対応します。約3分で、AIアシスタントが専用サーバー上で動き始めます。

  • 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]”

このAIアシスタントを使ってみますか？

数分で利用開始できます。初月は$9.50(50%オフ)、その後は月額$19です。

始める