Record expenses and payments in your books just by sending a message

Send a plain message describing an expense or payment, and AI records it correctly in your accounting system.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"message sent to bot"]:::trig s0["ai reads message"]:::svc s1["determine request type"]:::task trig --> s0 s0 --> s1 gx{"× transaction or balance request"}:::gate s1 --> gx p00["build and post entry"]:::task gx -->|"transaction message"| p00 p01["create reminder if postdated"]:::task p00 --> p01 p10["look up balance"]:::task gx -->|"balance or statement request"| p10 p11["reply in chat"]:::task p10 --> p11 p01 --> out p11 --> out out[/"transaction posted or balance answered"/]:::out pay{{"bookkeeping without manual data entry"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff

Starts itA stepAn outside serviceOne path onlyResultPayoff

Build size

Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions

AI Agents & Autonomous SystemsMessaging & NotificationsAPI & Webhook IntegrationScheduling & CalendarFinance & Accounting

Connects

OdooOpenAIGoogle Calendar

The problem it solves

You or your team waste time logging every expense, payment, and advance into your accounting system by hand. Getting a quick balance or supplier statement means digging through menus in software you barely have time to learn. Postdated checks are easy to lose track of until a due date is missed.

Who it fits

Business owners, bookkeepers, and accountants who want to skip manual data entry.

How it works

You send a message describing a transaction, like an expense or a check
AI reads the message and figures out the amount, date, and account it belongs to
The entry is built and posted directly into your accounting system
For postdated checks, a calendar reminder is created for the due date
You can also ask for a balance or supplier statement and get the answer right in the chat

Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

Expenses or payments entered per week

per week

Minutes to enter each one into the accounting system

minutes

Loaded hourly cost of the person doing entry

$ per hour

0Hours freed per month

0Value per year at your hourly cost

Assumes freed hours go to other work and does not count time saved on balance lookups or check reminders.

What you get

Correctly posted accounting entries, plus instant balance answers and calendar reminders for check due dates.

What you need

An accounting system account, an OpenAI API key, a messaging app connection, and optionally Google Calendar.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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