AI agents for Bookkeepers, ready to drop in.
You are the receipt-chaser, the categoriser and the debtor-chaser. Most of it does not need you — it needs a system that never gets tired of asking.
What they automate.
Receipt parsing
Worst-case receipt photos and forwarded emails into clean line items.
Debtor chasing
A four-stage overdue sequence that stays firm without burning the client.
Categorisation
Transactions matched to your rules, oddities surfaced.
Client reminders
Document requests that follow up themselves.
Reconciliation prep
The boring half of recs done before you sit down.
Reporting
Monthly client reports drafted from the numbers.
A solo bookkeeper put receipt chasing and debtor follow-up on autopilot and took on three more clients without more hours — the listing cost was recovered in the first week of one new client.
Straight answers.
- Do I need to know how to code to use an AI agent for bookkeeping?
- No. Every Skillzy listing is drop-in — you paste a file into your agent, follow a short setup note, and it works. Skills and Agent Setups assume zero coding.
- Which AI platforms does this work with?
- Listings are tagged with the agents they were built and tested on — usually Claude, OpenClaw, ChatGPT, or n8n. The SKILL.md format is portable to most agents.
- Is the work reviewed before I buy it?
- Listings publish instantly — there is no review queue. Every creator must confirm they own the rights and that the files are safe and malware-free before it goes live, and we remove anything reported that breaks the rules. Ratings and reviews from real buyers surface quality over time.
- What if it does not work for my business?
- Email help@skillzy.ai with your order number and what went wrong. A human reviews every refund request — genuine cases where a listing did not deliver get sorted.
Field Notes for bookkeepers.
All Field Notes →Start free: the skills to try before you pay a cent
You do not have to trust us on faith. Run a free one against your real work first.
2 min readAI agent for plumbers: quote on site, get paid faster
The job ends at 5. The quoting and chasing should not start at 9. Here is the fix, plumber-specific.
2 min readHow bookkeepers are handling BAS with an AI agent
The quarterly scramble, automated down to a review-and-lodge. A real workflow, not a demo.