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Reconcile 10 months of bank statements to $0 uncategorized, then run my books

A small-business owner who had stopped paying a leased accountant reported on X (via WhatAgentsCanDo, Oct 20) that the AI reconciled 10 months of bank statements in one evening, matched every client payment to its invoice, and closed the books to $0 uncategorized. It then set up a separate bookkeeper bot to keep the books current going forward.

How it works

  1. Hand the bot 10 months of bank statements and the client invoices
  2. Reconcile each month
  3. Match every client payment to its invoice
  4. Categorize every transaction to $0 uncategorized
  5. Set up a separate bookkeeper bot to keep the books current

Why it’s worth knowing

One evening of bot work replaced a leased accountant: ten months of books closed clean, plus a second bot hired to keep them that way.

Where it’s from

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

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