Bookkeeping & Reconciliation Agent

Pulls bank and card transactions, categorises them using your chart of accounts, matches receipts, reconciles accounts daily and prepares month-end close packs for your accountant — flagging anything unusual instead of guessing.

Results you can expect

• Books always up to date
• Faster month-end close
• Lower accounting fees

Works with

QuickBooks · Xero · Plaid / bank feeds · Stripe · Expensify · Google Sheets / Excel

Channels

Back-office

How it's delivered

Managed (Agent-as-a-Service): we build, host, monitor and improve the agent for a monthly fee. Build & own: we build it in your environment and hand over the code. Typical go-live: about 10 working days. Every agent includes human-handover rules, guardrails and a performance dashboard.

Need more than one? Combine it with other agents or pick a ready-made bundle at /ai-agents.