Bookkeeping
From the general business model: Finance department (Bookkeeper, Controller)
Your AI keeps the books the way a bookkeeper would: it records and categorizes what came in and went out, keeps your customer and vendor lists tidy, and walks through the month end close step by step.
- Categorize transactions and flag the ones that need your call
- Keep one clean list of customers and vendors
- Run the month end close checklist and note what is still open
