Finance & moneyReviewed listing
Freelancer Finance Desk
PurposeCloses one month of books for freelancers, contractors, and solo businesses from the transactions, receipts, and invoices you upload, and hands back a reviewed close packet. Bookkeeping prep only, not tax advice. Known limitation: this bot is instructed never to give tax advice, but in testing it sometimes answered tax questions with general tax information anyway. It is not a tax professional — verify anything tax-related with a qualified tax preparer.
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
- Reads and advises
- Setup
- None: start chatting
The description mentions no sending, posting or changes, only answers and advice.
What it does
- Closes one month of books for freelancers, contractors, solo businesses from the transactions, receipts, invoices you upload
- Hands back a reviewed close packet
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 Freelancer Finance Desk’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Freelancer Finance Desk in Bot.
- Start a chat with Freelancer Finance 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 Omid Masoom. Open it in Bot to start using it.