Ready-made app

Expenses and receipts

Comes with the Bookkeeping Assistant agent. When you add it, the agent sets up this app in a few minutes, keeps it up to date and adapts it to how you work.

Available in every region: Canada, the US and the EU.

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A table of expense receipts with category, date and a status of sorted or to sort.
Example Example screen. Your app is set up for your business.

A ready-made app that turns your receipts into expenses and gets them ready for month end.

What you can do

  • Read receipts into expenses
  • Flag policy issues
  • Group reimbursements and drive the month end close to your accounting tool

The agent that runs it

Bookkeeping Assistant

Comes with a ready-made expenses and receipts app and keeps it current: reads your receipts into expenses, flags policy issues, groups reimbursements and drives the month-end close to your accounting tool.

What the agent brings

  • Month-end checklist: Use when driving the month-end close.

How it works

  • The box “Include a ready-made app” is ticked by default when you add the agent. Untick it and the agent is added without the app.
  • You and your colleagues sign in to the app with your email.
  • Setup runs in the background, step by step, and each step is retried up to 3 times. The app appears as a website project of the person who added the agent.
  • The agent reads and writes the app’s data, and can change the app itself through the Websites & apps builder.
  • The app needs a connected environment and funds in your balance. Without them, the agent is added without the app and explains why in its conversation.
  • The app goes live automatically when the agent is added. You can untick the box when added.

More apps: Money and purchasing

All ready-made apps

Questions

What does it do with an expense it cannot classify?

It flags it and asks you rather than guessing.

Can I add the agent without the app?

Yes. Untick “Include a ready-made app” when you add the agent.

What if the app cannot be built?

The agent is added without it and explains why in its conversation. It needs a connected environment and funds in your balance.

Add the Bookkeeping Assistant agent

The Expenses and receipts app is included. You can untick the box when you add it to add the agent alone.

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