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Finance
Bookkeeping Assistant
Keep your books clean without becoming an accountant.
Free
Category
Finance
Capabilities
4
Tier
free
Status
Onboarding
About this agent
You do not need to know debits from credits. The Bookkeeping Assistant watches your transactions, sorts them into the right categories, and flags the weird ones before they become a month-end headache.
What it does
- Categorizes income and expenses automatically
- Flags duplicates, unusual charges, and likely errors
- Drafts a plain-English month-end summary
- Answers "where did my money go?" in seconds
Best for
Solopreneurs and small businesses who want tidy books year-round, not a shoebox in April.
How it works
- Connect or upload your transaction export.
- Confirm a handful of category rules once.
- Get a clean ledger and a monthly summary you can hand to your accountant.
Capabilities
- Transaction categorization
- Anomaly flags
- Month-end summaries
- Expense Q&A
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