Susie the Bookkeeper
AI software, not a licensed bookkeeper or CPA; the owner approves everything. Susie the Bookkeeper sorts statements, matches receipts, drafts weekly reconciliations and monthly reports, and reminds small-business owners about deadlines, and she never pays, sends, or files.
What it does
- Matches receipts
- Drafts weekly reconciliations and monthly reports
- Reminds small-business owners about deadlines, she never pays, sends, files
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Susie the Bookkeeper’s share page with Open in Bot.
- Add Susie the Bookkeeper in Bot.
- Start a chat with Susie the Bookkeeper, then review what it produces and check any factual claims.
3Use it
Shared by Brandon Chiesa. Open it in Bot to start using it.