Bookkeeper

Snap a receipt, get a category

All

Reads the receipts you forward or snap, suggests a category from your list, and drafts answers to your accountant's questions for your OK. Matching statements and a month-end package are on request.

Example replies

Example 1

The $212 charge on Oct 14 is office supplies, from the receipt you sent that day.

Example 2

I sorted this week's receipts. One charge from the parts supplier didn't match a job. Can you check it?

Example 3

Your October package for the accountant is ready: income, expenses by category and 2 open questions.

What it handles

Reads the receipts you forward or snap and suggests a category from your list
Drafts answers to your accountant's questions for your OK
Matching statements and a month-end package are on request

Where it works

Works with

Works from your inbox and approval queue.

What you can customize

Tone of voice

Agent name

Working hours

Hand-off rules

Channels

What you approve

Every answer to your accountant waits for your OK. When it is not sure of a category, it asks you.

Ratings and reviews

Reviews arrive when this agent is on more rosters

We never invent reviews. Once enough teams run this role, honest feedback from owners like you shows up here.

Bookkeeper

Example replies

What it handles

Where it works

Works with

What you can customize

What you approve

Ratings and reviews

Also on rosters like yours

Collections

Receptionist

Sales Rep