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.
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