🧾 Bookkeeper

🧾 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