Agent cleans up a company's books, then waits for approval
Through a free, open-source tool the author built for his accounting software, the agent cut uncategorized transactions from 183 to 4, pulled 22 missing invoices from Gmail, and surfaced 3 overdue VAT returns in one afternoon. Nothing is changed until the owner approves.
- Level Intermediate
- Setup1–3 hrs (estimated)
- Evidence Some evidence
- CostNot stated in source
- No-codeNo
What this is
A real workflow someone ran with an AI agent. Copy the prompt into your agent, connect the listed tools, and it runs for you.
- Copy the prompt below.
- Paste it into your agent (we recommend Grok Bot) and connect the tools listed: whatever the prompt mentions.
- Run it once, check the result, then put it on a schedule if it repeats.
What you get
Through a free, open-source tool the author built for his accounting software, the agent cut uncategorized transactions from 183 to 4, pulled 22 missing invoices from Gmail, and surfaced 3 overdue VAT returns in one afternoon. Nothing is changed until the owner approves.
The prompt
Cleaned version rewritten from the source — not a direct quote.
Go through my bookkeeping for [period]. 1) List every uncategorized transaction and suggest a category. 2) Search my business Gmail (read-only) for invoices that match bank lines with no receipt, matching on amount, date and vendor, and list the matches. 3) Flag anything that looks booked wrong, like foreign software invoices marked reverse charge but booked with local VAT. Show me the full plan before changing anything, never touch a month that already has a filed tax return, and ask me once about any odd transaction, then write down how to handle it next time.
Recommended
Try it in Grok Bot
- Copy the prompt (button below).
- Open Grok Bot chat and paste it. Replace any [bracketed] placeholders.
- Connect the listed tools (as needed) as connectors when Grok Bot asks.
- If the task repeats, ask: “Make this a daily routine.”
Alternatives: the same prompt works in Claude, ChatGPT Agent, OpenClaw.
Set it up
Tools: — · Stack: Claude (Opus) agents + dougs-cli (open source)
- Read the original source for full context.
- Connect the tools your agent needs.
- Paste the prompt and replace [bracketed] placeholders.
- Run once manually and check the output before scheduling it.
Generic suggested steps, not from the source.
Pitfalls & reliability
- Specific numbers: 183 to 4 uncategorized items, 22 invoices attached, 34 VAT invoices fixed. The tool works with Dougs (French accounting software) and is unofficial; it doesn't file returns or replace an accountant.
Evidence
Specific numbers: 183 to 4 uncategorized items, 22 invoices attached, 34 VAT invoices fixed. The tool works with Dougs (French accounting software) and is unofficial; it doesn't file returns or replace an accountant. Marketing check: PASS: individual founder; the tool is free, MIT-licensed and not affiliated with the accounting company; no paid upsell.
Source: X · 2026-10-14 · Verified by us: not yet · Report broken or outdated