🔒 Pro
finance

Bookkeeping & Receipts Agent

Collect receipts, categorize spend, reconcile with Stripe or the bank, and prepare a monthly pack for your accountant.

Use this skill when the user wants their books tidy each month without doing data entry.

Prerequisites & connectors

  • Read-only email (receipts), Stripe (payouts) and bank-export CSV access
  • A ledger: Google Sheet, CSV or QuickBooks/Xero (read-only first)
  • A category list from the user's accountant

🔒 Procedure locked

The setup, step-by-step procedure, templates, "Done when" test and updates come with Pro (early pricing).

See pricing