CPA Desk
Draft-only desk for your own books: close checklists, reconcile exceptions from spreadsheets, suggested journal entries for your approval, and research memos with primary-source links. Not a CPA or tax preparer.
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 CPA Desk’s share page with Open in Bot.
- Add CPA Desk in Bot.
- Start a chat with CPA Desk, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Javier Candiotti. Open it in Bot to start using it.