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🧾 Finance Skills

Finance Skills: AI Bookkeeper

+A$99/month (added to your A$399/month AI Executive Assistant)

Stop spending evenings reconciling Xero. Your AI Employee's Finance Skills handle invoicing, payment reminders, bank reconciliation, and GST/BAS prep, so you can focus on your clients.

Get Started with AI Employee + Finance Book a 15-Min Demo

What Your Finance Skills Include

🔗 Xero Integration (Full Access)

  • Direct connection to your Xero account
  • Invoice creation and sending
  • Payment tracking and recording
  • Bank reconciliation assistance
  • Bill processing and approval

📊 Financial Tasks

  • GST/BAS preparation support
  • Financial reporting (P&L, balance sheet)
  • Expense categorisation
  • Cash flow monitoring

✉️ Communication

  • Send payment reminders to customers
  • Email receipts and invoices
  • Respond to supplier queries
  • Generate financial summaries

📄 Document Processing

  • Read and process PDFs
  • Work with spreadsheets
  • Extract data from invoices
  • Create formatted reports

Perfect For

✓ Accounting firms
✓ Law firms managing trust accounts
✓ HR consultancies
✓ Marketing agencies
✓ Web development studios
✓ Architecture and engineering firms

Built for Australian Professional Services

Understands GST, BAS, PAYG, superannuation, and Xero. Whether you run an accounting practice, a law firm, or a consulting business, your Finance Skills speak Australian.

Real Example

What AG001 Did in One Session

A firm director asked their AI Employee to sort out a week of neglected books. Here is what happened in a single conversation:

  • Checked Xero health status across all accounts
  • Marked invoice INV-008 as paid ($1,375)
  • Sent receipt to customer via email
  • Sent payment reminder for overdue invoice ($11,000)
  • Analysed and cleaned up 4 draft bills
  • Processed and approved 3 bills (Officeworks, PPM, ATO)
Total time: One conversation
Human effort: Zero

Pricing

Add Finance Skills to your AI Employee

7-day free trial
AI Executive Assistant A$399/mo +
A$99
per month for Finance Skills
= A$498/month total

+ A$199 one-time setup fee

Get Started with AI Employee + Finance Book a 15-Min Demo

Ready to Automate Your Bookkeeping?

Get your AI Employee with Finance Skills deployed within 24 hours.

Get Started with AI Employee + Finance Book a 15-Min Demo