AI agents by trade · Accountants
AI agents for accountants: the first 3 bots
Updated · by Rosh Perera
Month-end is mostly chasing documents and unpaid fees. These three bots draft the prep, the welcome pack and the reminders, and you approve each one.
Top 3 bots for accountants and bookkeepers
01Monthly bookkeeping prep for your review
Categorizes transactions, finds missing receipts and preps a clean summary for you. You post the entries.
02Client onboarding, with your OK on the welcome email
When a client signs, drafts the welcome email with the pack, engagement letter link and document checklist. Sends only after you approve.
03Invoice reminder drafts, with your OK before each one
Every Monday it lists unpaid fees and drafts polite reminders. Nothing is sent without your approval.
Every bot starts as drafts: it prepares, you approve, then it sends.
Not sure these are your 3?
Answer 5 quick questions and get your first 3 bots with copy-ready prompts. Free, no signup.
Try the planner →Keep these human
- You stay responsible for every number; the agent prepares, you review.
- Keep client financial data in tools approved for it.
- Never let the agent give tax advice to clients.
Want it done for you? $149 setup incl. a 30-min call
We set up one AI agent workflow from the pack for your business (for example lead follow-up, missed-call text-back or content repurposing). It starts with a 30-min call with Rosh to pick the workflow, and it's delivered within 7 days. The pack is included. Rosh does each setup himself, booked on a first-come basis.
Book the setup · $149$149 one-time, plus local tax where it applies.
Full refund if it doesn't work: if your workflow doesn't do the job we picked on the call, reply to your receipt within 14 days of delivery for a full refund. Changed your mind before the call? Same, full refund.
Secure checkout on Whop. After checkout you'll pick a time for your 30-min call.
Built by Rosh Perera, who has set up AI automations for more than 40 businesses over about 3 years.
FAQ
Will the bot post entries in my books?
No. It prepares categories and a summary; you review and post every entry.
Can it give tax advice?
No. Tax advice and judgement stay with you.
Does anything go out without me?
Not at the start. Welcome emails and fee reminders are drafts you approve first.
Which AI tool do I need?
Any of Grok Bot, ChatGPT, Claude or n8n. Each template on this site comes in those formats. If you're not sure which jobs to start with, the free planner picks your first 3 bots in 5 quick questions.