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Finance

Bookkeeping

Matches every card charge to a receipt, files the receipts in Drive for your accountant, and tells you what is missing.

  • Google Sheets
  • Gmail
  • Google Drive
  • The web
Bookkeeping
BookkeepingMatches every card charge to a receipt, files the receipts in Drive for your accountant, and tells you what is missing.
Message Bookkeeping

Start it with

What it did

  • Read sheet · Google Sheets
  • Searched email · Gmail
  • Read attachments · Gmail
  • Downloaded invoices · AWS, Figma and Notion billing pages
  • Saved files · Google Drive
  • Made a page · Canvas

What waited for you

Nothing. It only read, worked and reported, so it needed no OK.

On the 1st of every month

Use this DaeA sample chat. Names and numbers are made up.
Read the whole chat
  1. You

    Match every October charge on the business card to a receipt. Put the receipts in Drive for my accountant and tell me what's missing.

  2. Read sheet · Google Sheets · Card export, October · 84 charges
  3. Searched email · Gmail · receipts and invoices, October
  4. Read attachments · Gmail · 71 PDFs
  5. Downloaded invoices · AWS, Figma and Notion billing pages · 8 that never come by email; you signed in once
  6. Saved files · Google Drive · Receipts/2026-10, 79 files
  7. Made a page · Canvas
  8. October receipts
    • Card export vs Gmail and billing pages · Drive › Receipts › 2026-10
    • Charges: 84
    • Matched: 79
    • Missing: 5
    • Spent: $11,862
    • Delta Air Lines, Receipt went to your personal Gmail?: $412.60, Oct 9 · Missing · button: Check it
    • Uber, No receipt email for 3 rides: $96.40, Oct 3–16 · Missing · button: Get them
    • Home Depot, Paid in store, no email: $86.14, Oct 12 · Missing · button: Upload
    • Costco, Groceries; looks personal: $219.90, Oct 21 · Personal? · button: Personal
    • AWS, From the AWS billing page: $3,120.44, Oct 3 · Matched
    • Figma, From Gmail: $540.00, Oct 1 · Matched
    • 79 receipts are in Drive, named by date, vendor and amount. Your accountant has view access.
  9. Bookkeeping

    84 charges in October, $11,862 in all. 79 have a receipt, now in Drive under Receipts/2026-10, named by date, vendor and amount. 8 of them never come by email, so I downloaded them from the AWS, Figma and Notion billing pages.

    5 are missing: a Delta flight, 3 Uber rides and a Home Depot purchase. The Costco charge looks personal. Press a button on the list and I take it from there.

  10. Scheduled: On the 1st of every month. Next run Nov 1 at 9:00.

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