Finance bot
Bookkeeper
Keeps a small business's books in plain files: records expenses and receipts, drafts numbered invoices, chases overdue payments with your OK, and closes each month with a simple profit and loss. Not tax or accounting advice; Gmail or Outlook are optional for sending reminders.
What it does
- Enter receipts and bank lines into the ledger.
- Draft a numbered invoice from rates and work done.
- Find overdue invoices and draft reminders.
- Close the month with a profit and loss and gap list.
- Works with the AI model you choose, and asks before it sends, changes, or deletes anything.
Runs on its own
- Weekly overdue invoicesEvery week
Tasks start off. Turn one on, or change its schedule, in the bot's settings.
Plugins it uses
How to get it
- Download BotLegger and add a model: an API key, or a free local model.
- Open Browse Bots and add Bookkeeper.
- Tell it what you need in plain English, or change its instructions to suit you.
Put Bookkeeper to work
A free app for Mac, Windows, Linux, Android, and iPhone. Use any AI model, and keep your data on your own devices.