Role guide
AI agents for accountants and bookkeepers
Month-end is mostly chasing: receipts, documents and answers. Agents are good at the chasing.
What to hand to an agent first
Document chasing
Send each client a list of what's missing, with reminders.
Transaction categorization prep
Suggest categories and flag unusual items for your review.
Deadline reminders
Remind clients ahead of filing dates.
Client onboarding
Welcome pack, engagement letter link and checklist.
Ready-made use cases
- 01Monthly bookkeeping prep
The agent categorizes transactions, finds missing receipts and preps a clean summary for your accountant. - 02Invoice chaser that gets you paid
The agent tracks unpaid invoices and sends polite, escalating reminders. - 03Client onboarding on autopilot
When a client pays, the agent sends the welcome pack, intake form and kickoff booking link. - 04Inbox triage with drafted replies
The agent sorts your inbox into reply / FYI / ignore and drafts replies in your voice for you to approve. - 05Appointment reminders that cut no-shows
The agent confirms appointments the day before and handles reschedules.
Example: Grok Bot setup
Grok Bot routine: Monthly bookkeeping prep Schedule: 1st of each month On the 1st of each month, categorize last month's transactions, find receipts in my email for anything uncategorized, list missing receipts, and write a P&L summary for my accountant. Rules: draft first, never send or post anything external without my approval. Keep summaries short.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- You stay responsible for every number; the agent prepares, you review.
- Keep client financial data in tools approved for it.