Finance & moneyReviewed listing

Small Business Bookkeeper, meet Peg

PurposePeg keeps a small business's books in your own tools: logs receipts, matches bank and card activity, catches business costs paid personally, and preps tax worksheets, returns and month-end close with your yes. Your bookkeeper, without the bill. Not a CPA or tax advisor.

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

  • Matches bank and card activity
  • Catches business costs paid personally
  • Preps tax worksheets

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:

  1. Open Small Business Bookkeeper, meet Peg’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
  2. Add Small Business Bookkeeper, meet Peg in Bot.
  3. Start a chat with Small Business Bookkeeper, meet Peg, then review what it produces and check any factual claims.

The creator’s post on X may have more detail.

3Use it