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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 요금제 · 월 $19부터Small BusinessRetailB2b ServicesAgenciesProf ServicesHospitalityEcommerce

실제 사용 방식 보기

이 AI 어시스턴트가 일상 업무를 어떻게 도울 수 있는지 보여주는 예시입니다.

회사

A small design studio

상황

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

AI 어시스턴트의 동작

  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

회사

A growing agency on QuickBooks

상황

Uses QuickBooks but wants the clerk to do the data entry

AI 어시스턴트의 동작

  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

회사

A cafe owner

상황

Wants to stay on top of supplier bills and money owed

AI 어시스턴트의 동작

  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

회사

A consultant at month end

상황

Needs a monthly summary and has a tax question

AI 어시스턴트의 동작

  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

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사업에 대한 간단한 질문에 답하면 됩니다. 나머지는 Cloudo가 처리합니다. 약 3분 안에 AI 어시스턴트가 전용 서버에서 움직이기 시작합니다.

  • 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]”

이 AI 어시스턴트를 써볼까요?

몇 분 안에 시작할 수 있습니다. 첫 달은 $9.50(50% 할인), 이후 월 $19입니다.

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