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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 套餐 · 起价 $19/月Small BusinessRetailB2b ServicesAgenciesProf ServicesHospitalityEcommerce

看看它如何工作

看看这位 AI 助手可以怎样主动帮你处理工作，而不是把麻烦交回给你。

公司

A small design studio

场景

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

它可以帮你做什么

  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

公司

A growing agency on QuickBooks

场景

Uses QuickBooks but wants the clerk to do the data entry

它可以帮你做什么

  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

公司

A cafe owner

场景

Wants to stay on top of supplier bills and money owed

它可以帮你做什么

  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

公司

A consultant at month end

场景

Needs a monthly summary and has a tax question

它可以帮你做什么

  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

几分钟就可以开始

你只需回答几个简短问题，其余交给我们处理。这位 AI 助手会在大约 3 分钟内于自己的独立服务器上准备好。

  • 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]”

想让这位 AI 助手开始帮你工作吗？

几分钟内就可以开始。首月只需 $9.50（五折），之后 $19/月。

立即开始