Bookkeeper Practice Dashboard
Bookkeeper Practice Dashboard. Track every client month by stage, late jobs and what each fee earns per hour. Share a public monthly checklist. Free to clone.
Bookkeeper Practice Dashboard is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 6 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger (staff) and Ledger. Its automations include Waiting for data, monthly 5th 8 AM, Delivered job summary comment and Monday late jobs and underpriced clients, 8 AM.
1 install
by @john
What you can do with Bookkeeper Practice Dashboard
- 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 Bookkeeper Practice Dashboard works
- Waiting for data, monthly 5th 8 AM: when On the 5th of each month at 8 AM, then Find jobs still waiting for data and Join waiting jobs into a list.
- Delivered job summary comment: when a job is set Delivered, then Get the job and Ask Ledger for hours against fee summary.
- Monday late jobs and underpriced clients, 8 AM: when Every Monday at 8 AM, then Find late jobs and Find all jobs.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Ledger (staff), Ledger
- Automations: Waiting for data, monthly 5th 8 AM, Delivered job summary comment, Monday late jobs and underpriced clients, 8 AM
- Workspace: 6 projects, 2 AI agents, 3 automations