The All-in-One AI Plugin for Bookkeepers

Skills for bookkeepers 17

• bookkeeping closeCloses your month by matching, categorizing, and reconciling transactions, then assembling the close package. Example: an April bank export.
• expense tracking managerTracks and checks expenses against receipts, budgets, and policy, with currency conversion. Example: flagging a $240 hotel bill with no receipt.
• agency finance bookkeeper controllerRuns controller-level review of accounting operations, close discipline, and internal controls. Example: checking who approved a large journal entry.
• day bookKeeps the daily day book with opening and closing balances per book and in and out movements. Example: today's cash position.
• invoices billingBuilds the invoice register with issue and due dates, tax, payments, balances, and aging. Example: a client billing aging list.
• party ledger reconciliationReconciles a supplier ledger against their statement, explaining differences, duplicates, and adjustments. Example: a vendor statement showing a $1,200 gap.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

• Recording Daily Transactions3 prompts, like Categorize Expenses
• Bank Reconciliation Help3 prompts, like Investigate A Reconciliation Discrepancy
• Managing Accounts Payable3 prompts, like Draft Vendor Payment Reminder
• Processing Accounts Receivable3 prompts, like Draft Overdue Invoice Reminder Emails
• Expense Tracking and Policies3 prompts, like Build an Expense Category Guide
• Payroll Records Support3 prompts, like Explain Payroll Deductions To Employees
• Financial Reports and Client Communication3 prompts, like Explain a P&L to Your Client

Apps you can build with AI 7

• Evidence-backed finance close and reporting workspaceBuild it to cut close effort while keeping every reported figure traceable to the statement, invoice, or entry behind it. Demo included.
• Financial operations coordination portalBuild it to keep one owned record of finance and admin tasks, so reconciliation and reporting stop living in scattered notes. Demo included.
• Receipt capture and expense data stewardship consoleBuild it to cut manual receipt entry while keeping a reviewable record of every extracted field. Demo included.
• Overnight Invoice MatcherBuild it when invoices should be matched overnight within your tolerances, with exceptions waiting in a review queue. Demo included.
• Document-to-spreadsheet extraction and expense stewardship consoleBuild it to stop retyping documents into spreadsheets while keeping an auditable trail from source to exported row. Demo included.
• Expense Claim Review AssistantBuild it so clean claims pass on fixed policy checks and every rejection comes with one specific, fixable reason. Demo included.
• Invoice exception detectorBuild it to review invoice exceptions on evidence before you approve payment. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Cash Application Exception Agent". Each one also has a guided set-up with sample data on its page.

• Cash Application Exception AgentEvery receipt matched to the right invoices, with exceptions clearly explained.
• Vendor Invoice Duplicate Investigation AgentNo vendor invoice is paid twice.
• Month-End Reconciliation AgentA reproducible reconciliation workpaper where every difference is explained or queued.
• Expense Receipt Reconciliation AgentEvery expense claim line is backed by a matching receipt.
• Treasury Bank Fee Investigation AgentEvery bank fee is checked against the tariff.
• Collections Dispute Evidence AgentEvery dispute resolved with the right evidence, quickly.
• Vendor Onboarding and Master Data Setup AgentCreate a complete, unique, screened vendor record ready for activation.
• Early Payment Discount Capture AgentCapture the discounts worth taking before their windows close, without breaking cash limits.
• Accrual and Unvouchered Receipts AgentRecord received-not-invoiced costs in the right month with estimates that prove accurate.
• Employee Reimbursement Policy Audit AgentCatch policy breaks and duplicates on every expense report and resolve them with the employee.
• Event Balance Invoice and Deposit Chase AgentSend accurate final invoices within three days and collect balances on time.
• Overdue Invoice Collections AgentOverdue invoices collected with the least friction

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Synder GL Importer for QuickBooks and XeroLet your AI import CSV or Excel accounting files into QuickBooks Online or Xero for you. Official.
• Xero MCP serverLets your AI look up and create Xero invoices, contacts, payments and reports for you.
• MainBook MCP serverTurn PDF bank statements into checked Excel, CSV or JSON files from your AI chat. Official. No install needed.
• Bankstatemently MCP serverTurn PDF bank statements into clean lists of transactions, accounts and balances your AI can read and check. Official. No install needed.
• Czech National Bank FX rates MCP serverYour AI can look up official Czech National Bank exchange rates and convert amounts to or from Czech koruna. No install needed.
• Mistral MCP serverTurn invoices and documents into clean data, and use Mistral AI for chat, OCR, audio and images.
• Mercury Multi-Org MCP serverAsk your AI about balances, transactions, cards and invoices across several Mercury banking organizations at once.
• camt053 MCP serverLet your AI read ISO 20022 bank statement files, check them, and build reversing entries for you.
• Facturolia MCP serverLet your AI read European e-invoices and check them against the EN 16931 standard. Official.
• VAT number checker MCP serverCheck European VAT rates and validate EU VAT numbers right inside your AI chat.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• Odoo MCP serverLet your AI look up, add, and update records in your Odoo business system just by asking.

Your Grok Bot team 6

• Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
• Invoice ChaserTracks unpaid invoices and writes the follow-up that gets you paid without burning the client.
• Xlsx OfficialReads, edits, and creates spreadsheet files with formulas, formatting, and zero errors.
• Odoo Accounting SetupConfigure Odoo Accounting: chart of accounts, taxes, fiscal positions, payment terms, and reconciliation.
• Odoo Hr Payroll SetupConfigure Odoo salary structures, payslip rules, leave policies, and payroll journal entries.
• Open Banking IoRead balances and transactions from EU/UK bank accounts via the open-banking.io PSD2 API.