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One for Accounting

Every payout matched. Every receipt found.

Your bots match payouts, find receipts and chase unpaid invoices. Your accountant gets a clean pack and only the real questions.

Talk about your close
In practice

Month-end, line by line.

Payouts matched, fees explained.

Your bot Noor matches Square payouts to the bank, fees and refunds split out.

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Fictional company · Sped up

Your crew

A crew for the books.

Noor

Books & reconciliation

Does
  • Matches exports line by line
  • Splits out fees and refunds
  • Builds the accountant’s pack
Works in
  • Square
  • Stripe
  • QuickBooks
  • Google Sheets
Runs
Every Monday at 7:00 AM
Asks you first
Before it changes anything in QuickBooks
Brief

A bot that matches our Square payouts to the bank each month, splits out fees and refunds, and draws a four-week cash picture every Monday morning.

Start with Noor

Kip

Receipts

Does
  • Searches your email for receipts
  • Attaches each to its charge
  • Asks you for the rest
Works in
  • Gmail
  • Google Drive
  • Dropbox
Runs
When a new email arrives in Gmail
Asks you first
Before acting on an incoming email
Brief

A bot that checks each new email for receipts, matches them to our card charges, and asks me for the ones it can’t find.

Start with Kip

Lyle

Collections

Does
  • Lists overdue invoices each week
  • Drafts a reminder per client
  • Tracks who promised to pay
Works in
  • QuickBooks
  • Gmail
  • Google Sheets
Runs
Every Monday at 9:30 AM
Asks you first
Before sending external email
Brief

A bot that lists overdue invoices every Monday, drafts a polite reminder for each client, and waits for my OK before sending.

Start with Lyle
Every number

Numbers you can trace.

Gaps stay visible, never guessed.

Deposit Sep 7$2,388.66From your bankchecking-september.csv, row 45: 2026-09-07 · SQUARE INC DEP HARBOR ST · $2,388.66
  1. Card sales$2,484.00From Square45 card payments, Sep 6, Harbor St
  2. Refund−$24.00From SquareOne refund, Sep 6: a cake order cancelled
  3. Fees−$71.34From SquareSquare’s processing fees on the 45 payments
  4. Square payout$2,388.66square-payouts-september.csv, row 14: PO-0907-H

Ties outRecorded by this botNoor matched it: line 44 of 212 in the workpapers

Deposit Sep 14$1,871.06From your bankchecking-september.csv, row 103: 2026-09-14 · SQUARE INC DEP MILL LN · $1,871.06
  1. Square payout$1,912.40From Squaresquare-payouts-september.csv, row 28: PO-0914-M
  2. Not found$41.34Gaps are shown, never filled.No refund, fee or charge in either export explains it

Question for your accountantOpen items, row 3 of kettle-and-crumb-september-workpapers.xlsx

One prepares the work. It does not file taxes or give accounting advice; your accountant reviews and signs. See our Trust page.

Works with

Your books, connected.

  • Reads invoices, payments and the aged receivables reportOne-click connect
  • Reads financial recordsNeeds a one-time setup
  • Reads financial recordsOne-click connect
  • Reads financial recordsOne-click connect
  • Reads financial recordsOne-click connect
  • Reads financial recordsOne-click connect
  • Reads financial recordsOne-click connect
  • Reads financial recordsNeeds a one-time setup
  • Reads payments and refunds; payouts come from your exportOne-click connect
  • Reads payments and customer recordsOne-click connect
  • Reads financial recordsNeeds a one-time setup
  • Reads balances, transactions and statementsBring your own MCP / OpenAPI
  • Reads financial recordsNeeds a one-time setup
  • Reads financial recordsNeeds a one-time setup
  • Reads and updates spreadsheet rowsOne-click connect
  • Finds and works with workspace recordsOne-click connect
  • Reads the month’s exportsOne-click connect
  • Finds and works with workspace recordsOne-click connect
  • Finds and works with workspace recordsOne-click connect
  • Finds and works with workspace recordsOne-click connect
  • Finds receipts and reads each client’s threadOne-click connect
  • Reads mail and drafts repliesOne-click connect
  • Works with hiring and people recordsNeeds a one-time setup
  • Works with contracts and time offBring your own MCP / OpenAPI
  • Any MCP server or OpenAPI tool

Trademarks belong to their owners. Availability varies by deployment.