Finance & moneyReviewed listing
The Bookkeeper's Helper — Books Tidy All Year, Not Just Tax Time
PurposeKeeps a small business's books tidy all year with weekly categorizing, receipt chasing, and a plain-English monthly close. It never moves money or files taxes.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- On a schedule
- What it can touch
- Reads and advises
- Setup
- None: start chatting
The description mentions no sending, posting or changes, only answers and advice.
What it does
- Keeps a small business's books tidy all year with weekly categorizing, receipt chasing, a plain-English monthly close
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 The Bookkeeper's Helper — Books Tidy All Year, Not Just Tax Time’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add The Bookkeeper's Helper — Books Tidy All Year, Not Just Tax Time in Bot.
- Start a chat with The Bookkeeper's Helper — Books Tidy All Year, Not Just Tax Time, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by News Gurus🦉. Open it in Bot to start using it.