BYOBot

Workflow Automation for Accountants

AI Workflow Automation for Accountants

Transaction categorization, reconciliation prep, client reporting, month-end close, AP/AR chasing: describe your desk and BYOBot builds the agent around your books. First build free.

Categorize transactions Prep reconciliation Build a client report Run month-end close Chase overdue AR Collect documents

What You Can Automate

🏷️
Transaction Categorization
Code transactions against each client's chart of accounts using their rules, and flag only the genuinely ambiguous ones for you.
🏦
Reconciliation Prep
Match statement lines to the ledger, tie out what you can, and hand back a short list of the items that need judgment.
📈
Client Reporting
Turn the month's numbers into a plain-English report a client reads without an accounting degree, on schedule.
📆
Month-End Close
Run the close checklist, catch the accruals and reclasses that get missed, and surface exceptions before you sign off.
⏰
AP/AR Chasing
Draft aging-aware reminders for overdue invoices and bills, so collections do not depend on remembering to follow up.
📄
Document Collection
Chase clients for the missing receipts and statements, so you are not blocked on paperwork at close.

Tools It Works With

Xero QuickBooks Stripe Bill.com Dext Excel Google Sheets Gmail

Where It Runs

💬
AI Chat Tool
Run it in any chat AI
Paste a transaction export into Claude, ChatGPT, or Gemini with a BYOBot spec and get back the categorization, the reconciliation prep, or the report. No OAuth required.
🖥️
Browser Agent
Agent works the books
A browser agent moves through Xero or QuickBooks directly, coding transactions and pulling reports, without writing API scripts first.
⚙️
Automation Stack
Fully automated close prep
Connect the spec through your stack so categorization and chasing run on a schedule and every client's close starts half-done.

Build Your First Accounting Agent

Describe the bookkeeping workflow. Get a portable spec. Run it across every client's books.

$25 USD
S$34 SGD · 5 builds per pack · first build free
Build your accounting agent →
No account. No code. Never moves money.

Related Workflows

Xero Automation QuickBooks Automation Finance Operations Invoice Processing Expense Reports Consultants Compliance Tracking Investor Updates

Bookkeeping is the same handful of tasks repeated across every client and every month: code the transactions, tie out the bank, chase the missing receipt, produce the report, close the books. Each one takes judgment the first time and almost none the hundredth. The volume is what turns a manageable client list into late nights at month-end, and the volume is exactly what an agent should carry so the accountant keeps the review.

BYOBot writes a portable spec for each workflow: a structured file holding the source data, the rules of that client's chart of accounts, the match logic, and the output. Build the categorization spec once and run it in a chat AI where you paste an export, a browser agent that codes inside Xero or QuickBooks, or your stack on a schedule. Each client's rules live in their file, so the agent codes the way you would, per client, and you keep the sign-off. It sits alongside invoice processing automation for the AP side.

One boundary matters here: BYOBot preps and drafts, it never moves money. It categorizes, reconciles, reports, and chases; you review and approve anything that posts or pays. That line is the point of trust. Start with transaction categorization, since it runs constantly and the rules are stable, then let reconciliation prep and client reporting follow across your whole book of clients.

Common Questions

BYOBot automates the repetitive parts of bookkeeping and accounting: coding transactions against a chart of accounts, prepping reconciliations, producing client reports, running month-end close checklists, chasing overdue AP and AR, and collecting missing documents. It handles the matching, coding, and drafting and leaves every posting and payment to your approval.
No, and that boundary is deliberate. BYOBot categorizes, reconciles, reports, and chases, then you review and approve anything that posts or pays. It never executes a payment, transfers funds, or posts without you. The human stays in control of everything that touches the ledger or the bank.
Yes. Each client's chart of accounts and coding rules live in that client's spec, so the agent codes the way you would for each one rather than applying a single generic ruleset. You scale consistent, client-specific bookkeeping across your whole book without redoing the setup each month.
It works across Xero, QuickBooks, and other platforms because BYOBot builds a portable spec that maps your logic and chart of accounts rather than one product's screens. Clients on different tools do not mean building your automations twice.
Close automation runs your checklist, catches the accruals and reclasses that get missed under time pressure, and surfaces exceptions for review before you sign off. Because categorization and reconciliation already ran through the month, close starts half-done instead of from a pile.
No. Paste a transaction export into an AI chat tool for instant categorization or reporting, run a browser agent against your accounting tool, or connect the spec to your automation stack for scheduled runs. You can start with no integration and automate as you go.