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.

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.