Bookkeeper
Forward a receipt and it's in the ledger. Daily reconciliation, weekly spend summary, monthly close
- Category
- Finance
- Scheduled tasks
- 3daily, weekly, monthly
- Runtime
- Hermes
- Works with
- StripeGmailGoogle SheetsPlaidSlack
- Hosting
- Fully managed, always on
- Daily BooksDaily at 06:00
- Weekly SpendWeekly on Friday at 15:00
- Monthly CloseMonthly on day 1 at 07:00
- Mon
- 06:00Daily Books
- Tue
- 06:00Daily Books
- Wed
- 06:00Daily Books
- Thu
- 06:00Daily Books
- Fri
- 06:00Daily Books
- 15:00Weekly Spend
- Sat
- 06:00Daily Books
- Sun
- 06:00Daily Books
The moment it happens.
The Bookkeeper agent does not wait for its next scheduled check. Connect a trigger and it starts the second the event arrives. Until you do, its schedule covers the same work.
Email to the agent's inbox
When: Receipt received
Forwarded receipts and invoices extracted into the ledger as they arrive
Stripe webhook
When: Payout paid
Each Stripe payout matched line by line to the ledger the day it lands
How the Bookkeeper agent works
Every run reads from the tools you connect, works through its brief, and keeps what it learns in a persistent workspace, so context carries forward instead of starting from scratch.
Connect the ones you use. It works with what it has.
- Daily BooksDaily at 06:00
- Weekly SpendWeekly on Friday at 15:00
- Monthly CloseMonthly on day 1 at 07:00
Keeps in its workspace
- Who the owner is: business, timezone, quiet hours, delivery channel
A Friday money summary
Sent to your Slack, Telegram, or another channel you connect.
Drafts that wait for you
Anything that leaves your business is written for your approval, not sent on its own.
Answers in chat
Ask it about its work any time from the agent's chat in your dashboard.
The Bookkeeper agent, on autopilot
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
Task 01Daily at 06:00
Daily Books
Run the daily books. 1) Process the receipts inbox: every new receipt or invoice (email body, PDF, or photo) gets extracted (vendor, date, amount, tax, category), appended to the ledger…
About 7 runs a week
Task 02Weekly on Friday at 15:00
Weekly Spend
Send the Friday money summary: spend this week by category vs. 4-week average (call out only the categories that moved), revenue if Stripe is configured, entries flagged for review (one line each)…
Once a week
Task 03Monthly on day 1 at 07:00
Monthly Close
Run the monthly close for last month: full income and spend by category, month-over-month and vs. 3-month trend, reconciliation status (every unmatched item listed, never silently dropped)…
What it delivers
A sample of what the Bookkeeper agent sends after a run. Illustrative, with fictional data.
Bookkeeper agentAGENTjust now
Weekly money summary for Fri, Jul 10
Spend: $3,410 across 22 entries, up 12% vs the 4-week average (mostly ad spend).
Revenue (Stripe): $12,480.
Flagged: a duplicate $49 software charge; a new vendor, Pixel Cloud, $220.
Renewing in 14 days: Figma ($144), Notion ($96).
Ledger reconciled through Thursday; 2 receipts still missing.
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
How deployment worksSee pricing
Product names and logos are trademarks of their respective owners, shown here to indicate what this template connects to.
Bookkeeper template questions
What does the Bookkeeper agent template do?
Forward a receipt and it's in the ledger. Daily reconciliation, weekly spend summary, monthly close It runs 3 scheduled tasks on a managed cloud environment.
Which runtime does the Bookkeeper agent use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the Bookkeeper agent run?
On a schedule you control. Out of the box it runs daily at 06:00, weekly on friday at 15:00, monthly on day 1 at 07:00. You can change the cadence, or trigger it on demand. It also reacts the moment something happens: receipt received, payout paid, once you connect those triggers.
Will the Bookkeeper agent do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The Bookkeeper agent runs on the Hermes runtime.
Part of the Finance Manager.
The Finance Manager does this job and 4 more in one agent.
Explore use cases- Full-time hire · 5 duties
AI Finance Manager
aka “Finance Manager”
Books kept daily, invoices chased politely, zombie subscriptions caught, and the numbers every Friday.
- Receipts in the ledger and payments reconciled every day
- Paid invoices taken off the chase list the moment the money lands
- Zombie subscriptions and price creep caught weekly
- Friday: cash, what is owed, spend, and the numbers with why
Reacts toInvoice paidEmail receivedWeekly on Friday at 15:00+7 more
+6Works with Stripe, Gmail, QuickBooks, Xero, Plaid, Google Sheets, Slack, PostHog, Google Analytics, Postgres, Firecrawl.8 tasks - Finance
Invoice Chaser
Gets your invoices paid. Watches what is owed, drafts polite escalating reminders for your approval, flags anything overdue, and reconciles payments as they land so your cash flow stays current.
Reacts toInvoice paidInvoice overdueWeekdays at 09:00+1 more
+1Works with Stripe, QuickBooks, Xero, Google Sheets, Gmail, Slack.2 tasks - Finance
SaaS Subscription Audit Agent
aka “Subscription Auditor”
Zombie SaaS and price creep, caught and cancelled. Every recurring charge audited weekly, cancellation drafts ready, real savings tallied to the cent.
Weekly on Tuesday at 08:00+1 more
Works with Plaid, Gmail, Google Sheets, Slack.2 tasks
Deploy the Bookkeeper agent today.
Sign in, start from this template, and go live in minutes. Plans from $39/mo.