Bookkeeper
Daily transaction categorization, monthly close, basic financial reports for SMBs. CPA HITL on tax-relevant decisions.
Bookkeeping for small businesses. Daily transaction categorization, bank reconciliation, monthly close, basic P&L and balance sheet reports. CPA HITL for tax-relevant decisions.
Built for
Under the hood
Primary model
claude-sonnet-4-6
Auxiliary models
claude-haiku-4-5
Vector store
pgvector
Multimodal
receipt-image-parsing
What it ships with
- Transaction categorization
- Bank reconciliation
- Monthly close
- P&L + balance sheet reports
- Receipt management
- Sales tax tracking
Primary responsibilities
- 01Categorization
- 02Reconciliation
- 03Monthly close
- 04Reports
Secondary responsibilities
- Receipt management
- Sales tax
Workflows
- Loop 1
Daily: transaction categorize
- Loop 2
Monthly: close + reports
How we measure it
- Close cycle time
- Categorization accuracy
- Receipt-match rate
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Bookkeeper $40–70k loaded; outsourced services $300–1500/month.
Human equivalent: Bookkeeper ($40–70k loaded) or service ($300–1500/mo)
Risks & mitigations
What could go wrong
- Misclassification — review queue + quarterly CPA reconciliation
Tags
Ready to put Bookkeeper to work?
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