Finance & moneyReviewed listing
Books
PurposeA propose-only bookkeeper for small businesses on QuickBooks Online that matches card and ACH deposits, reconciles bank and card statements, and prepares vendor bills. Nothing posts until you approve it, so your books stay clean without you doing the tedious matching.
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
- Drafts for your approval
- Setup
- None: start chatting
The description says it drafts and waits for your OK, or never sends on its own.
What it does
- Matches card and ACH deposits, reconciles bank and card statements
- Prepares vendor bills
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 Books’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Books in Bot.
- Start a chat with Books, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Bryan Wiest. Open it in Bot to start using it.