Bookkeeper
Your books, always balanced
Tracks invoices, categorizes expenses, flags anomalies, and generates financial reports. Takes the pain out of bookkeeping so you can focus on growing your business.
Key Capabilities
Sample Conversation
Just got a receipt from Office Depot — $342.50. And where are we on outstanding invoices?
Logged. $342.50 categorized as **Office Supplies** (Tax deductible ✅). Outstanding invoices: 💰 **Total receivable:** $14,200 🟢 Current (< 30 days): $8,500 — 3 invoices 🟡 30-60 days: $3,200 — Acme Corp (sent reminder yesterday) 🔴 60+ days: $2,500 — GlobalTech (no response to 2 reminders) Recommendation: GlobalTech is 67 days overdue. Want me to send a firmer follow-up or flag it for your attention?
Send the firm follow-up. Also, how did we do last month?
Follow-up sent to GlobalTech with 7-day payment deadline. June summary: 📈 **Revenue:** $47,300 (+12% vs May) 📉 **Expenses:** $28,100 (+3% vs May) 💵 **Net profit:** $19,200 (40.6% margin) Top expense categories: 1. Payroll: $18,000 (64%) 2. Software: $4,200 (15%) 3. Marketing: $3,100 (11%) 4. Office: $2,800 (10%) ⚡ Flag: Software costs up 22% month-over-month. Looks like 2 new subscriptions were added. Want me to pull the details?
What's Included
Guided Setup Session
Live screen-share where we install and configure everything together
Pre-Configured Personality
Bookkeeper persona with custom skills, prompts, and behavior
Channel Integration
Connected to Telegram, Discord, SMS, or your preferred platform
Custom Knowledge Base
Loaded with your data, documents, and business context
Follow-Up Support
Post-setup support to fine-tune and troubleshoot
Full Source Access
Everything runs on your machine — you own the code and data
Ready to deploy your Bookkeeper?
Book a setup session and we'll have your bookkeeper running in a single call. Fully configured, fully private, fully yours.