Bookkeeping AI Agent
Bookkeeping Question Desk with Account Rules. Ask clients about unknown transactions in one queue, suggest the account from your rules, and close the month faster. Free to clone.
Bookkeeping AI Agent 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: Helpdesks
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 Ledger Pal. Its automations include Answered question gets a suggested account, Monday digest of stale open questions and Close day open question counts.
by @taskade
What you can do with Bookkeeping AI Agent
- 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 Bookkeeping AI Agent works
- Answered question gets a suggested account: when a question is set Answered, then Ask Ledger Pal for a suggestion and Comment the suggestion on the question.
- Monday digest of stale open questions: when Every Monday at 8 AM, then Find Open questions older than 5 days and Group the questions by client.
- Close day open question counts: when Every day at 9 AM, then Find all open questions and Find clients with a close tomorrow.
Built with Taskade Genesis
- Category: Helpdesks
- AI agents: Ledger Pal
- Automations: Answered question gets a suggested account, Monday digest of stale open questions, Close day open question counts
- Workspace: 5 projects, 1 AI agent, 3 automations