What Accountant can do
The AI Accountant works through the routine bookkeeping that piles up: supplier bills to enter, bank lines to match, month-end figures to pull together.
It works in the accounting system you connect, shows the source document behind every figure, and asks before it posts or changes anything.
- Book supplier bills
- Reconcile transactions
- Prepare reports
- Flag figures that need a second look
Examples of what you could ask
Examples only. They show the kind of request this role is for, not results from a real customer.
- “Review this month’s supplier bills and list any that look wrong.”
- “Match last week’s bank transactions to open invoices and bills, and list what is left.”
- “Prepare a summary of this month’s income and expenses as a spreadsheet.”
How it works
- Connect your booksConnect the accounting system you use, such as Odoo, Wafeq or Zoho Books.
- Hand over the taskAsk in plain language, or attach the bills and statements to work from.
- Review before it postsThe agent shows what it found and waits for your approval before it changes your books.
What you’ll need
Some of what this role does depends on your own accounts and documents.
- A connected accounting system (Odoo, Wafeq or Zoho Books) for bills and transactions.
- The supplier bills and bank statements you want it to work from.
- Reconciling depends on what your accounting system makes available to read.
Suggested connections
These are suggestions. You connect your own accounts after you build the agent, and nothing is connected for you.
- Wafeq
- Odoo
- Zoho Books
- Google Drive
You stay in control
You choose what this role can connect to and which actions need your approval. Nothing is sent, posted or changed in another system until you have connected it and allowed it.
Every role is a starting point. You can rename the agent, change its instructions and decide when it asks for approval, before it does anything.