Bookkeeping Triage & Categorizer
Categorizes 200 QBO transactions/week in 15 min. Replaces Keeper $249/mo.
The problem
Keeper ($249/mo) and Dext ($24/mo + $0.12/item) do OCR but still push every uncertain transaction to the bookkeeper. A $50K/mo firm generates 800+ transactions/month — each requiring a judgment call. Bookkeeper bills $400-1,500/mo to triage.
What changes
Agent watches QBO for uncategorized transactions, classifies against the client's chart of accounts using prior patterns, flags only the 5-10% truly ambiguous for human review. Learns from every correction.
A day in the life
What this agent actually does.
- 1
Monday 9am: 214 new QBO transactions from the weekend
- 2
9:06am: 198 auto-categorized (97% match to prior patterns), 16 flagged for bookkeeper
- 3
9:20am: bookkeeper resolves 16 in 12 minutes instead of 3 hours
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
Add Bookkeeping Triage & Categorizer to your swarm.
Drop your URL. We'll match every skill your business needs, then activate them as one swarm.