Bank reconciliation helper

The agent matches bank feed transactions to invoices and bills, suggests categories for the rest, and leaves anything ambiguous for your bookkeeper to confirm.

Tools

• QuickBooks
• Xero

How to set it up

1. 1Connect the tools listed below to your agent.
2. 2Write a short instruction describing the goal, guardrails and approval rules.
3. 3Run it on 5–10 real examples and review outputs.
4. 4Schedule it (cron or trigger) and review a weekly digest.