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Bookkeeper Agent

Finance · Monitor · Claude Sonnet

Heartbeat: Every 60 minutes

Transactions in, clean books out. Every day, on autopilot.

WHAT IT DOES

Replaces Truewind, Fondo, and Puzzle. Ingests transactions from bank feeds and payment processors, categorises them against your chart of accounts, reconciles across sources, generates monthly reports, and preps tax documentation. Handles 95% of transactions automatically — only escalates ambiguous items to you.

WORKFLOW

  1. Ingest transactions
  2. Categorise
  3. Reconcile
  4. Report
  5. Close
  6. Tax prep

SKILLS

bank-reconciliationmonthly-closetransaction-categorization

INTEGRATIONS

QuickBooks Online
Xero
Plaid
Stripe
Mercury
Brex
Google Sheets
Slack
Email
Role
Monitor
Model
Claude Sonnet
Heartbeat
Every 60 minutes