AI bookkeeping agents that read receipts and invoices, categorize every expense, flag duplicates, and keep your books current without spreadsheet babysitting. Each agent runs on Taskade Genesis with persistent memory, automation workflows, and 100+ integrations so solo operators and small teams close the month in minutes, not days.
30 agents available
Forward an invoice or snap a receipt and the agent categorizes the expense, flags duplicates, and updates a live ledger you can share with your accoun...
Track every invoice from sent to paid, auto-chase overdue clients, and see cash position at a glance — the agent drafts the reminders for you.
Drop in a bank or card export and the agent sorts every line into the right category, splits mixed charges, and surfaces tax-deductible spend.
Watch money in and out in real time, forecast next month's runway, and get a plain-English alert before cash gets tight.
Run a guided close every month: the agent works the checklist, reconciles categories, flags gaps, and produces a ready-to-review financial snapshot.
Automatically track, approve, and schedule vendor payments so nothing falls through the cracks.
Chase outstanding invoices and forecast incoming cash without a single manual follow-up email.
Collect hours, calculate gross pay, and prep payroll summaries before every run—error-free.
Match transactions to ledger entries and surface unreconciled items in minutes, not hours.
Collect, tag, and organize every tax document before filing season so nothing goes missing.
Compare planned spending against real numbers every week and act on variances before they compound.
Surface every recurring software subscription, flag unused ones, and reclaim wasted spend automatically.
Generate, send, and track client invoices automatically so your billing cycle runs without manual intervention.
Log every petty cash disbursement, track the running balance, and generate reimbursement reports automatically.
Build, maintain, and document your chart of accounts so every transaction has a clean home.
