A user-developed bookkeeping software integrates an agent named Greg to assist with accounting tasks. The system handles 90% of the monthly workload, leaving only complex judgment calls to the user.
added by @timthecpa
@JTPellsCPA I built my own bookkeeping software. Then I built an agent called greg that works with Jev to do my accounting. It still asks me for the hard judgement calls. but It's 90% done each month.
Ranked from stored criteria vectors. No live classification on this page.
Created multiple bots including Box Janitor for system checks and Senior Companion for assisting the elderly. Developed a business plan for a food project and streamlined unemployment insurance processes.
view details →Eamonn Cottrell shares his experience automating QuickBooks tasks, starting from spreadsheets to using Claude Code for efficiency. This tool helps reduce errors and save time.
view details →Dots has been utilized to track ticket sales, build email campaigns, conduct research, and create custom dashboards.
view details →A user manages 40 bots with one main bot, Jarvis, which handles tasks like game development, expense tracking, and email sorting. The system automates various processes, including 3D printing and website management, without requiring coding skills.
view details →This service provides complete bookkeeping support, managing everything from payment receipts to bill coordination. Users have noted minor software issues but overall satisfaction with the assistance provided.
view details →A user connected their poke assistant to a Brazilian open finance platform, enabling the assistant to read and help organize their finances.
view details →