Balance Sheet Maker
Balance Sheet Maker and Profit and Loss for Small Business. Enter monthly totals by account and get a profit and loss, a balance sheet that must balance, and a monthly email. Free to clone.
Balance Sheet Maker is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Books Helper. Its automations include Missing entries Friday nudge, Big expense question and Monthly books email.
1 install
by @john
What you can do with Balance Sheet Maker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Balance Sheet Maker works
- Missing entries Friday nudge: when Every Friday at 3 PM, then Read the months list and Read this month's entries.
- Big expense question: when a monthly entry is added, then Judge the new entry and Ask what it was and about the receipt.
- Monthly books email: when On the 3rd of each month at 9 AM, then Read the monthly entries and Turn the entries into text.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Books Helper
- Automations: Missing entries Friday nudge, Big expense question, Monthly books email
- Workspace: 5 projects, 1 AI agent, 3 automations