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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.

入門版方案 · 起價 $19/月Small BusinessRetailB2b ServicesAgenciesProf ServicesHospitalityEcommerce

實際運作示範

看看這位 AI 助理可以怎樣主動幫你處理工作，而不是把麻煩交回給你。

公司

A small design studio

情境

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

它可以幫你做的事

  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

情境

Uses QuickBooks but wants the clerk to do the data entry

它可以幫你做的事

  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

情境

Wants to stay on top of supplier bills and money owed

它可以幫你做的事

  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

情境

Needs a monthly summary and has a tax question

它可以幫你做的事

  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

幾分鐘就可以開始

你只需回答幾個簡短問題，其餘交給我們處理。這位 AI 助理會在大約 3 分鐘內於自己的私人伺服器上準備好。

  • 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]”

想讓這位 AI 助理開始幫你工作嗎？

幾分鐘內就可以開始。首月只需 $9.50（5 折），之後每月 $19。

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