Accountant & bookkeeper
Receipt capture, document chasing, tax deadlines and fee reminders. Install the pack and every command arrives as a draft you can change before anything runs.
6 commands, ready to install
Install them together and they land in one group as drafts. Nothing runs until you turn each one on.
Receipt catcher
“When a new email with 'receipt' or 'invoice' in the subject arrives in Gmail, pull out the vendor, date, amount and VAT, add a row to my Google Sheets expenses sheet, and save a copy of the details to Dropbox.”
Month-end document chase
“On the 25th of every month, read my Google Sheets clients list and draft a Gmail email to each client asking for this month's bank statements and receipts.”
Tax deadline reminders
“Every Monday at 8am, read my Google Sheets tax calendar, find filings due in the next 14 days, create a Todoist task for each, and post the list in Slack #team.”
New client onboarding
“When a Stripe payment for onboarding succeeds, create an Asana task for each onboarding step for the new client, email them a welcome and document checklist from Gmail, and add them to my Airtable clients table.”
Client question triage
“When a new email from a client arrives in Gmail, have AI tag it as tax, payroll or bookkeeping, create a ClickUp task in the matching list, and reply that we've received it.”
Overdue fee reminder
“Every Friday at 3pm, list my open Stripe invoices more than 21 days overdue, draft a polite reminder in Gmail for each, and message me the total on Telegram.”
Running by this afternoon
- Install the packUntick anything you don’t need. The rest arrive as drafts in one group.
- Connect your appsEach draft lists the apps it needs. Most connect by signing in.
- Test, then turn it onRun a test, check each step and go live. Change the wording any time.
Everything it touches
About industry packs
No. Untick the ones you don’t need before installing. You can also copy a single command from this page.
Write the first one now.
It’s free and takes about two minutes. Whatever you type here is waiting for you in the app after you sign up.