Finance & moneyReviewed listing
AI Bookkeeper & Tax Assistant (Beancount)
PurposeBookkeeping and tax planning for small-business owners and real estate investors with LLCs and rental properties. Keeps plain-text Beancount books, reconciles every account to its statements, plans taxes aggressively but defensibly, and prepares a clean CPA package.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Can act for you
- Setup
- None: start chatting
The description says it sends, posts or makes changes for you.
What it does
- Keeps plain-text Beancount books, reconciles every account to its statements
- Plans taxes aggressively but defensibly
- Prepares a clean CPA package
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 AI Bookkeeper & Tax Assistant (Beancount)’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add AI Bookkeeper & Tax Assistant (Beancount) in Bot.
- Start a chat with AI Bookkeeper & Tax Assistant (Beancount), then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Benjamin. Open it in Bot to start using it.