By job
Automations for Bookkeepers
Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.
O*NET occupation: Bookkeeping, Accounting, and Auditing Clerks (43-3031.00). The software list and tasks below come from that record, not from guesswork.
Built for bookkeepers
- HQBCUSMade to order
HubSpot Closed Won → QuickBooks customer, ClickUp onboarding + Slack #wins
Won deals hand themselves to finance and onboarding within a minute of the stage change.
Sales & CRM hygiene$199 - GCDrQBMade to order
Gmail receipt → Claude reads it → QuickBooks expense + PDF filed in Drive
Receipts in your inbox become QuickBooks expenses with the PDF filed by month.
Invoicing, payments & bookkeeping$199 - HQBMade to order
HubSpot deal Closed Won → QuickBooks Online invoice + number back on the deal
Won deals become sent QuickBooks invoices with the number written back to HubSpot.
Invoicing, payments & bookkeeping$99 - StGGSMade to order
Stripe failed payment → customer email from Gmail + retry log in Sheets
Every failed card gets a personal payment-link email and a row in your log.
Invoicing, payments & bookkeeping$99 - XeGMade to order
Xero overdue invoice → chase email from Gmail on days 7, 14 and 30
Overdue Xero invoices get chased from your own inbox on a fixed schedule.
Invoicing, payments & bookkeeping$49 - QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Invoiced, collected and overdue for the week, in an Excel table and a Teams channel.
Reporting & dashboards$99 - QB{}In build
New QuickBooks Online customer → record created in any app with an API
Add a customer in QuickBooks once; the same record lands in your CRM by API.
Data sync & backups$49 - ShGSMade to order
Shopify product created or updated → one row per variant in Google Sheets
Your product sheet matches the Shopify store, one row per variant, minutes after an edit.
Data sync & backups$49 - StSTwMade to order
Stripe failed payment → Slack #billing alert + SMS above a set amount
Know which customer's card failed, and how much, before they email you.
Notifications & alerts$99
Runs on software bookkeepers already use
Matched through the tools this occupation is documented as using.
- CaHGDSMade to order
Calendly booking → HubSpot meeting + Google Docs prep sheet + Slack alert
Scheduling & meetings$199 - DSSPTMade to order
DocuSign envelope completed → signed PDF filed in SharePoint + Teams post
Documents & e-signature$99 - DrCGDSMade to order
Google Drive PDF → Claude one-page brief → Google Doc + Slack post
AI drafting, summaries & agents$199 - GSDrGDDSMade to order
Google Sheets row → Google Docs contract → PDF → DocuSign envelope
Documents & e-signature$199 - OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Email triage & inbox$99 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Email triage & inbox$199
Software bookkeepers use that we connect
What we can build for bookkeepers
The job’s documented tasks, most important first. Each is a request away.
- Operate computers programmed with accounting software to record, store, and analyze information.Quote it
- Prepare and process payroll information.Quote it
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.Quote it
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.Quote it
- Comply with federal, state, and company policies, procedures, and regulations.Quote it
- Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for bookkeepers