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Module 03 · AI Agent Assistants

Accountant

The Accountant triages invoice mail, summarizes expenses, and drafts invoices and reminders. It never charges or sends without your Approve.

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The Accountant is the assistant that keeps your books tidy. It reads the invoice and receipt mail, sorts expenses, summarizes a month, drafts the invoice you need to send, and writes the polite reminder for the one that is overdue.

What it does#

  • Sort invoice, receipt, and expense email so nothing gets lost.
  • Pull the key details out of an invoice into a clean table.
  • Categorize expenses and flag unusual spend.
  • Summarize a finance folder or a month of spending.
  • Draft invoices and payment reminders.
  • Build a month-end checklist for you and your advisor.
  • Analyze the finances you provide and say what changed. It is not a licensed accountant, and it never moves money.

Skills#

SkillWhat it does, in plain words
Monthly expense summaryThe first win. Drafts a month-end recap from receipts, invoices, statements, or a pasted export.
Triage invoice emailReads and sorts invoice, receipt, and expense mail. It only reads: nothing is sent.
Extract invoice fieldsPulls vendor, number, dates, amounts, tax line, currency, and terms into a clean table.
Categorize expensesSorts expenses or card lines into bookkeeping categories, with a confidence for each line.
Spend anomaly noteFlags spikes, duplicate charges, new vendors, and forgotten recurring charges in a short note.
Summarize a finance folderLists and summarizes a folder of invoices, statements, and budgets without changing it.
Draft an invoicePrepares an invoice from the details you give, as a preview, a document, or an email draft.
Draft a payment reminderWrites a polite follow-up about an unpaid invoice as a draft.
Bookkeeping checklistBuilds a month-end or quarter-end list: receipts collected, invoices sent and paid, items to reconcile, documents for your advisor.
Analyze financesReads the documents you provide, says what changed, and names what to look at next.

Integrations#

IntegrationUsed for
GmailInvoice and receipt mail, reminder drafts
Google DriveFinance folders and documents
SlackChatting and sharing drafts
StripeReviewing customers, subscriptions, and payments
Box, Dropbox, EgnyteFinance folders
SalesforceReading customer numbers
SnowflakeReading reporting data
DeelPeople, contracts, and payroll
BrexCards, expenses, budgets, and bills
Airtable, SmartsheetTrackers and registers your team keeps

Example goals#

  • Close the month: summarize spending and list what is missing.
  • Chase an overdue invoice politely.
  • Understand why spending jumped last month.
  • Prepare a clean folder for your advisor.

Prompts#

PromptSummarize last month
Accountant, draft an expense summary for [month]. Use the receipts and invoices in my inbox and in [folder]. Show totals by category and anything that looks unusual.
PromptTriage invoice email
Accountant, go through the invoice and receipt emails from the last [number] days. List each with the vendor, the date, and whether it needs action. Send nothing.
PromptExtract an invoice
Accountant, read this invoice and put the vendor, number, dates, amounts, tax line, and terms in a table: [attach or paste invoice].
PromptCategorize expenses
Accountant, sort these expenses into bookkeeping categories and tell me how sure you are about each line: [paste or attach list].
PromptExplain a spending jump
Accountant, spending on [category or vendor] rose in [month]. Look for spikes, duplicate charges, new vendors, and forgotten recurring charges, and write me a short note.
PromptDraft an invoice
Accountant, draft an invoice for [client] for [work], due on [date]. Show me the preview. Do not send it.
PromptChase a late payment
Accountant, draft a polite reminder to [client] about invoice [number], which was due on [date]. Keep it friendly and short, and leave it as a draft.
PromptPrepare for the advisor
Accountant, build a month-end checklist for [month]: receipts to collect, invoices to send or chase, items to reconcile, and documents to hand to my advisor.

What it never does#

It prepares and organizes your records. It does not replace your advisor, and it does not file taxes.