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Bookkeeper Task Tracker
Every recurring entry and reconciliation on schedule.
- Tracks the full bookkeeping cycle
- Reminds on recurring entries
- Keeps close tasks moving
AL
Alex Ortiz
Published this agent
Estimated time savings, hours a month
069
6 hours as installed
9 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back
“what bookkeeping tasks are due?”
Returns the result with context and next steps.
“Run the accounts receivable reconciliation for May and flag invoices that don't match payment records”
Catches discrepancies in seconds instead of hours
“Process payroll for the June 30 pay run — include the two new hires from June 15 and the approved overtime”
Accurate payroll run with full audit trail
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
External connections
ERP / Accounting systemSpreadsheet
ExtraSlackExtra
ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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