Finance Skills
Finance Skills: AI Bookkeeper
Stop spending evenings on bookkeeping. Your AI Employee's Finance Skills handle Xero invoicing, payment chasing, bank reconciliation, GST/BAS prep, and payroll review, so you can focus on your clients.
Trusted by Australian accounting and bookkeeping practices
See Finance Skills in Action
Watch your AI Bookkeeper handle Xero health checks, invoicing, bank reconciliation, and GST reporting.
Sound Familiar?
These are the problems your Finance Skills solve, automatically.
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"I forgot to invoice that client"
Never miss an invoice again.
"My books are weeks behind"
Catch up on a week of bookkeeping in one conversation.
"Clients owe me money and I keep forgetting to chase"
Automatic payment reminders for every overdue invoice.
"I spend evenings doing bank reconciliation"
Bank reconciliation without the late nights.
"BAS is due and I am not ready"
BAS-ready books, every quarter.
"I do not know my cash position"
Know your cash position in seconds.
"Supplier bills pile up unprocessed"
Process a stack of bills in minutes.
"I need a P&L before a meeting"
Profit and Loss report on demand.
"Payroll gives me a headache"
Review payroll, super, and PAYG in plain English.
"Receipts are in my email, not in Xero"
Receipts attached to the right transaction, automatically.
What Your Finance Skills Include
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Xero Integration (Full Access)
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Financial Tasks
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Communication
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Document Processing
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💰 Payroll (Read-Only)
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🩺 Bookkeeping Health
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Xero Integration (Full Access)
- Direct connection to your Xero account
- Invoice creation and sending
- Payment tracking and recording
- Bank reconciliation assistance
- Bill processing and approval
- Attach supporting documents to invoices and bills
- View aged receivables and payables
Financial Tasks
- GST/BAS preparation support
- Financial reporting (P&L, balance sheet)
- Expense categorisation
- Cash flow monitoring
Communication
- Send payment reminders to customers
- Email receipts and invoices
- Respond to supplier queries
- Financial summaries and alerts via Telegram
Document Processing
- Read and process PDFs
- Work with spreadsheets
- Extract data from invoices
- Create formatted reports
💰 Payroll (Read-Only)
- View employee records and pay rates
- View pay runs and payslips
- Monitor superannuation obligations
- Check PAYG withholding per pay run
🩺 Bookkeeping Health
- Run a full health check on your Xero books
- Flag overdue invoices and unreconciled transactions
- Categorise expenses to correct account codes
- Switch between multiple Xero organisations
Real Example
What AG001 Did in One Session
A business owner asked their AI Employee to sort out a week of neglected books. Here is what happened in a single conversation:
- Checked Xero health status across all accounts
- Marked invoice INV-008 as paid ($1,375)
- Sent receipt to customer via email
- Sent payment reminder for overdue invoice ($11,000)
- Analysed and cleaned up 4 draft bills
- Processed and approved 3 bills (Officeworks, PPM, ATO)
Pricing
Add Finance Skills to your AI Employee
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Compare: a part-time bookkeeper costs A$1,500+/month
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Real-world use cases and workflows
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Finance Skills Add-on (added to your AI Executive Assistant)
Built for Australian Professional Services
Understands GST, BAS, PAYG, superannuation, and Xero. Whether you run an accounting practice, a law firm, or a consulting business, your Finance Skills speak Australian.
AI Caught $7,354 in Misclassified Expenses After a Professional Bookkeeper Signed Off
20 miscategorised transactions. $142 in incorrect GST claims. 38 missing receipts found and attached. All in a single session.
Ready to Automate Your Bookkeeping?
Get your AI Employee with Finance Skills deployed within 1 hour.