Your books are messy. Bookkeepers charge $500-$2,000 to clean them up. This agent does the same systematic work for $29/month — and remembers exactly where it left off so you can pause and resume across multiple sessions. Designed for businesses with uncategorized transactions, unreconciled bank accounts, duplicates, misclassified expenses, and missing vendor records piling up for months or years. ## What's included - **ASSESS intake** — 8 questions about your business + backlog depth; agent builds a prioritized month-by-month cleanup plan with estimated session count - **CLEAN [Month Year] triage** — uncategorized count, duplicate count, misclassified count, missing-entry count surfaced before you dive in; you see the full scope upfront - **100+ auto-categorization rules** — PayPal deposits → Revenue, Adobe → Software, Gusto → Payroll, FedEx → Shipping, more; confidence levels displayed; batch mode for recurring payees - **10-pattern reclassification scanner** — owner draws coded as expenses, loan payments not split into principal + interest, sales tax collected showing up as revenue, equipment purchases expensed instead of capitalized, more - **Duplicate detection** — same payee + amount within 5-10 days flagged side-by-side; you choose which to keep - **Missing transaction reconstruction** — bank statement compared against book entries; missing items entered + categorized - **6-step bank reconciliation** — Level 1-4 discrepancy resolution when the balance doesn't match; walks cleared items until difference hits $0.00, then locks the period - **Vendor record creation with 1099 tracking** — $600+ contractor threshold surfaced for year-end 1099-NEC prep - **Period locking** — completed months protected from accidental edits - **CPA escalation flags** — Section 179, loan forgiveness, complex partnership allocations, multi-state nexus flagged for professional judgment - **SUMMARY report** — financial baseline (revenue, expenses, net income, ending cash), transaction counts, CPA flag list, recommended next steps - **Persistent session memory** — pause for a week, resume exactly where you left off; agent remembers the month, the cleared items, the open questions ## Limitations - **Not a direct QuickBooks API connection** — manual CSV export required (QuickBooks Online, Desktop, Xero, Wave, FreshBooks all export); cleaned entries re-imported or agent records become source of truth - **Not a payroll processor** — handles payroll journal entries from your provider's reports; doesn't run payroll itself - **Not a tax filer** — produces CPA-ready data; your accountant files the return - **Deleted transactions can't be conversationally recovered** — must be reconstructed from bank statements - **Multi-currency is manual** — you provide exchange rates, agent records USD equivalent ## Best fit Small businesses (sole props, LLCs, S-Corps, partnerships) with 6 months to 3 years of neglected books and a CPA deadline (tax filing, loan application, sale prep, year-end close). Especially valuable for owners who got quoted $500-$2,000 by a catch-up bookkeeper and want to do the systematic work themselves at their own pace — a 2-year backlog (24 months) typically runs 8-15 sessions of 1-3 hours. At $29/mo, even a 6-month engagement saves $2,000-$10,000 over bookkeeper rates while building owner-level financial fluency.
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