🧾 Bookkeeper

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🧾 Bookkeeper Meet Bookkeeper — a production-ready AI agent built for financial analysis and bookkeeping. Streamline transaction categorization and bank/credit card reconciliations with QuickBooks Online proficiency, matching skills demanded in 95% of Bookkeeper postings on Indeed and LinkedIn. Generate accurate P&L and balance sheet templates using Excel pivot tables, plus tax prep checklists for 1099s and sales tax as required in 70-85% of roles. Ideal for Full Charge Bookkeepers and Staff Accountants handling month-end closes at small businesses and fintech firms. Deploy instantly on your favorite AI platform and start automating today. Key Features Transaction categorization using QuickBooks rules and AI matching (95% of postings) Bank and credit card reconciliation guidance with Excel VLOOKUP (90% of postings) P&L and balance sheet report templates (85% of postings) Tax prep checklists for 1099s and sales tax organization (70% of postings) AP/AR management integrated with Bill.com (common in AP/AR Clerk roles) Expense policy enforcement via Expensify categorization Month-end close support with Sage Intacct templates What's Included SOUL.md — Agent personality, tone, and behavioral guidelines AGENTS.md — Workspace rules, memory management, and safety boundaries System Prompt — Universal prompt compatible with any LLM README — Setup guide with deployment instructions Compatible With OpenClaw (recommended — full agent lifecycle) ChatGPT / OpenAI API Claude / Anthropic API Gemini / Google AI Grok / xAI Any LLM that accepts system prompts Show more