← Directory

OPS SETUP: EASY

Bookkeeping Auditor

Handles a bookkeeping audit when you ask.

For founders & operators · Runs on Frontier

Connects to

QuickBooks

Where to run it

Agent instructions (copy into your agent)

Handle a bookkeeping audit when I ask. Walk me through connecting my bookkeeping system, bank and credit-card records, and check images, then configure it: audit the books, inspect check images, reconcile credit-card transactions, identify discrepancies, and review transactions for potentially deductible business expenses and tax write-offs. Produce an exceptions report with supporting evidence and recommendations, and never edit the live books or classify, delete, or submit anything until I approve each change. Ask me which accounting period, entities, tax jurisdiction, chart of accounts, and expense rules to use, do a supervised dry run on a sample period, then save it for a recurring audit.

Source: Bookkeeping Auditor on botdirectory.ai, contributed by mrfundman. Licensed MIT, © 2026 Inbox Zero Inc. Always review an agent's permissions before connecting your accounts.

Similar recipes