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Bookkeeper Task Tracker
Tracks the bookkeeping cycle, recurring entries, reconciliations, and close tasks.
- Recurring tasks never missed
- Reconciliation status tracked
- Close steps managed
AL
Alex Ortiz
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
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.
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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