Bookkeeper Agent

Suggested categories with confidence scores, bank-feed alignment to invoices and receipts, and flags when something doesn't fit your chart of accounts. Your team approves or corrects; the agent learns from those decisions within your policy.

Packaged workpapers, exception lists, and export formats your CPA expects—so close cycles shorten without sacrificing audit trail. The agent prepares and triages; your team keeps approval on anything that matters.

Optional summaries and alerts post to your Swift Chat room so owners see what changed and what needs sign-off—without opening the ledger. Everything lives in the same interface you use for your Website and Marketing agents.

Your AI Account Manager builds the agent's understanding of your specific chart of accounts, vendor patterns, recurring transactions, and approval rules. As your business changes—new revenue lines, new vendors, restructured accounts—the context is updated so the agent stays accurate. The intelligence compounds over time, and categorization confidence improves as the agent learns from your corrections.

Working alongside the Bookkeeper Agent doubles as a hands-on lesson in how to operate an agent on real, structured work—setting rules, reviewing exceptions, and signing off where it matters. You and your team build practical agent-operator fluency without leaving a job that already needs doing.