Categories / Money & Personal Finance
by Kay
Turns bank and card statement PDFs into clean Excel spreadsheets or QuickBooks Online and Xero import files, and checks…
This description is a snapshot from 2026-10-28. The bot's own page has the current details.
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by Tim Armstrong
Matches bank-feed lines to bills already in your Xero or QuickBooks Online file and flags anything that doesn't clearly match.
by Tim Armstrong
Marks bills paid in Xero (or QuickBooks Online, report-only) only when the bank feed shows the money has left.
by Tim Armstrong
Checks whether a small business's Xero (or QuickBooks Online) file is ready to close, then reports Ready / Not ready with the items to fix.
by Bryan Wiest
A propose-only bookkeeper for small businesses on QuickBooks Online that matches card and ACH deposits, reconciles bank…
by Sean Kubin
Keeps ScalePad Quoter catalogs clean for MSP quoting: stable item names, Notes for instance text, category trees, and a clear map toward QuickBooks Online.
by Tim Armstrong
Finds supplier invoices and receipts in your Gmail, files the real PDFs in Dropbox, and hands clean bill details to your Bill Entry bot.