All ideasMore in Money
Money

Do my monthly bookkeeping and send my accountant a P&L (replacing Bench)

Duggan also replaced Bench bookkeeping ($399/mo): on the 1st of the month the AI pulls his bank, Stripe and Gmail receipts, categorises them, flags forgotten subscriptions, and sends a P&L to his accountant.

$399a month

How it works

  1. On the 1st, the AI pulls bank, Stripe and Gmail receipts
  2. Categorises every transaction
  3. Flags forgotten subscriptions
  4. Sends a P&L to his accountant
  5. Bench subscription dropped

Why it’s worth knowing

A scheduled monthly agent run — receipts in, P&L to the accountant out — replaced a $399/mo bookkeeping service.

Where it’s from

Summarized from a public post on instagram.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

Try next

MoneyMy agent checks every month for money owed to me and my family$1,750MoneySwitch my car insurance: Liberty Mutual $5,183/yr to Progressive ~$1,488/yr$3,500 a yearMoneySign into AT&T, cancel two unused Apple Watch lines, and switch my plan$75 a monthMoneyIt negotiated my AT&T internet bill down $25 a month, a permanent cut worth $300 a year$300 a year

Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.