# Bookkeeping Service

*/Services/Bookkeeping_Service*

## Service Contract

**Sla**: Monthly financial statements and reconciled ledgers are delivered within 5 business days following the close of the reporting period.
**Input**:
- Raw bank and credit card feeds
- Vendor invoices and customer receipts
- Payroll transaction summaries
**Output**:
- Reconciled general ledger
- Monthly profit and loss statement
- Balance sheet
- Exception report of uncategorized transactions
**Sla Basis**: turnaround-time
**Definition**: A transactable service that processes raw financial transactions, bank feeds, and receipts into fully reconciled, tax-ready general ledgers and standard financial statements. It maintains the continuous financial record system for a business entity, ensuring all cash flows are accurately categorized and balanced.
**Solves Problem**: [Unreconciled Financial Records](/Problems/Unreconciled_Financial_Records)
**Absorbs Process**: [General Ledger Accounting](/Processes/General_Ledger_Accounting)
**Delivery Lenses**:
- human
- services-as-software
**Outcome Contract**: All provided financial transactions are completely categorized, matched, and reconciled across all connected financial accounts. The general ledger is balanced and monthly financial statements are finalized, with any missing documentation explicitly flagged for buyer review.

## Service Function Cascade

**Ai Role**: AI handles the digital bulk of the work by programmatically pulling feeds, predicting chart-of-account categories, and matching ledger entries, while a human accountant resolves surfaced discrepancies and provides the final sign-off.
**Cascade**:
- Kind: Code · Note: Pulls raw bank, credit card, and payroll transaction data. · Step: Ingest Financial Feeds · Verb: ingest · Realizes: Acquire Financial Data · Oversight: none
- Kind: Generative · Note: Maps transactions to the standard chart of accounts. · Step: Classify Transactions · Verb: classify · Realizes: Categorize Financial Transactions · Oversight: review-on-exception
- Kind: Agentic · Note: Matches classified entries against statements, hunting for missing splits. · Step: Reconcile Ledgers · Verb: reconcile · Realizes: Reconcile Accounts · Oversight: none
- Kind: Human · Note: Accountant fixes uncategorized items and requests missing receipts. · Step: Resolve Exceptions · Verb: resolve · Realizes: Resolve Account Discrepancies · Oversight: performs-step
- Kind: Code · Note: Generates the P&L, balance sheet, and exception reports. · Step: Compile Statements · Verb: compile · Realizes: Produce Financial Statements · Oversight: none
- Kind: Human · Note: Final sign-off on the financial statements before delivery. · Step: Approve Monthly Close · Verb: approve · Realizes: Approve Financial Records · Oversight: approves
**Realizes**:
- [Acquire Financial Data](/Tasks/Acquire_Financial_Data)
- [Categorize Financial Transactions](/Tasks/Categorize_Financial_Transactions)
- [Reconcile Accounts](/Tasks/Reconcile_Accounts)
- [Resolve Account Discrepancies](/Tasks/Resolve_Account_Discrepancies)
- [Produce Financial Statements](/Tasks/Produce_Financial_Statements)
- [Approve Financial Records](/Tasks/Approve_Financial_Records)
**Optimizes**:
- [Categorization Accuracy](/Metrics/Categorization_Accuracy)
- [Reconciliation Match Rate](/Metrics/Reconciliation_Match_Rate)
- [Days to Close](/Metrics/Days_to_Close)

## Service Representative Offer

**Warranty**: Guarantees the delivery of finalized monthly financial statements and reconciled ledgers within 5 business days of the close of the reporting period, offering fee credits for missed turnaround windows.
**Price Band**: ~$300 to $2,500+ per month, scaling based on monthly transaction volume, account connections, and institutional complexity
**Pricing Kind**: Tiered
**Deliverables**:
- Reconciled general ledger
- Monthly profit and loss statement
- Balance sheet
- Monthly exception report for missing documentation
**Delivery Mode**: The buyer provisions the service by connecting financial data feeds through a guided digital onboarding flow, initiating a recurring monthly delivery cycle for finished accounting reports.
**Business Function**: ProvideService
**Agent Checkout Support**:
- agentic-commerce-protocol
- stored-credential

## Service Composes Agents

- [Receipt Extraction Agent](/Agents/Receipt_Extraction_Agent) — Document Parser
- [Ledger Reconciliation Agent](/Agents/Ledger_Reconciliation_Agent) — Transaction Categorizer
- [Exception Triage Agent](/Agents/Exception_Triage_Agent) — Discrepancy Router
- [Statement Compilation Agent](/Agents/Statement_Compilation_Agent) — Report Generator

## Service Delivery Cascade Diagram

```mermaid
flowchart TD
    A[Code Ingest Financial Feeds] --> B[Generative Classify Transactions]
    B --> C[Agentic Ledger Reconciliation Agent]
    C --> D{Human Resolve Exceptions}
    D -- Accountant resolves --> E[Code Compile Statements]
    E --> F{Human Approve Monthly Close}
    F -- Sign off required --> G[Monthly Financial Statements Delivered]
```

## Neighborhood

### Related (realizes)

- [Financial Ledger Worker](/Agents/Financial_Ledger_Worker) — realizes · Agents

### Related (triggers)

- [Stora — Paid Invoice](/Event/Stora_—_Paid_Invoice) — triggers · Event
- [Stax — New Payment](/Event/Stax_—_New_Payment) — triggers · Event
- [Stax — New Invoice](/Event/Stax_—_New_Invoice) — triggers · Event
- [Squarespace Commerce — New Transaction](/Event/Squarespace_Commerce_—_New_Transaction) — triggers · Event
- [Square — New Payment](/Event/Square_—_New_Payment) — triggers · Event
- [Orderspace — New Invoice](/Event/Orderspace_—_New_Invoice) — triggers · Event
- [Orderry — New Invoice](/Event/Orderry_—_New_Invoice) — triggers · Event
- [Orderry — Get Payments](/Event/Orderry_—_Get_Payments) — triggers · Event
- [Qoyod — New Receipt](/Event/Qoyod_—_New_Receipt) — triggers · Event
- [Qoyod — New Project](/Event/Qoyod_—_New_Project) — triggers · Event
- [1CRM — New or Updated Payment](/Event/1CRM_—_New_or_Updated_Payment) — triggers · Event
- [1CRM — New or Updated Invoice](/Event/1CRM_—_New_or_Updated_Invoice) — triggers · Event
- [Maidily — Paid Job](/Event/Maidily_—_Paid_Job) — triggers · Event
- [Jortt — New Customer](/Event/Jortt_—_New_Customer) — triggers · Event
- [Kiwili — Time Entry Created](/Event/Kiwili_—_Time_Entry_Created) — triggers · Event
- [Kiwili — Tax Profile Updated](/Event/Kiwili_—_Tax_Profile_Updated) — triggers · Event
- [Kiwili — Tax Profile Created](/Event/Kiwili_—_Tax_Profile_Created) — triggers · Event
- [PayPlus — New Invoice](/Event/PayPlus_—_New_Invoice) — triggers · Event
- [Precise Petcare — Invoice Paid](/Event/Precise_Petcare_—_Invoice_Paid) — triggers · Event
- [Practice — New Invoice Paid](/Event/Practice_—_New_Invoice_Paid) — triggers · Event
- [AroFlo — List New or Updated Invoices](/Event/AroFlo_—_List_New_or_Updated_Invoices) — triggers · Event
- [Financial Cents — New Client](/Event/Financial_Cents_—_New_Client) — triggers · Event
- [Timeneye — New Entry](/Event/Timeneye_—_New_Entry) — triggers · Event
- [Mayar — New Transaction (Non-Recurring)](/Event/Mayar_—_New_Transaction_(Non-Recurring)) — triggers · Event
- [Zoho Books — New Sales Invoice](/Event/Zoho_Books_—_New_Sales_Invoice) — triggers · Event
- [Zoho Books — New Expense](/Event/Zoho_Books_—_New_Expense) — triggers · Event
- [Zoho Books — New Customer](/Event/Zoho_Books_—_New_Customer) — triggers · Event
- [TutorBird — Payment Added](/Event/TutorBird_—_Payment_Added) — triggers · Event
- [TutorBird — New Invoice](/Event/TutorBird_—_New_Invoice) — triggers · Event
- [Uku — New Client](/Event/Uku_—_New_Client) — triggers · Event
- [AthletaDesk — Payment Added](/Event/AthletaDesk_—_Payment_Added) — triggers · Event
- [AthletaDesk — New Invoice](/Event/AthletaDesk_—_New_Invoice) — triggers · Event
- [Jasmin — New Memo](/Event/Jasmin_—_New_Memo) — triggers · Event
- [Jasmin — New Invoice](/Event/Jasmin_—_New_Invoice) — triggers · Event
- [Xero — New Expense Claim Receipt](/Event/Xero_—_New_Expense_Claim_Receipt) — triggers · Event
- [Xero — New Credit Note](/Event/Xero_—_New_Credit_Note) — triggers · Event
- [Xero — New Contact](/Event/Xero_—_New_Contact) — triggers · Event
- [Xero — New Bill](/Event/Xero_—_New_Bill) — triggers · Event
- [FreeAgent — New User](/Event/FreeAgent_—_New_User) — triggers · Event
- [GoProposal — Proposal Won](/Event/GoProposal_—_Proposal_Won) — triggers · Event
- [QuickFile — New Invoice](/Event/QuickFile_—_New_Invoice) — triggers · Event
- [QuickFile — New Client](/Event/QuickFile_—_New_Client) — triggers · Event
- [QuickBooks Online — New Sales Receipt](/Event/QuickBooks_Online_—_New_Sales_Receipt) — triggers · Event
- [QuickBooks Online — New Payment](/Event/QuickBooks_Online_—_New_Payment) — triggers · Event
- [Corpay One — Label Updated](/Event/Corpay_One_—_Label_Updated) — triggers · Event
- [BaseLinker — New Invoice](/Event/BaseLinker_—_New_Invoice) — triggers · Event
- [bunq — Updated Balance](/Event/bunq_—_Updated_Balance) — triggers · Event
- [Xero — New Reconciled Payment](/Event/Xero_—_New_Reconciled_Payment) — triggers · Event
- [Xero — New Payment](/Event/Xero_—_New_Payment) — triggers · Event
- [Chargebee — New Payment](/Event/Chargebee_—_New_Payment) — triggers · Event
- [RepairShopr — New Payment](/Event/RepairShopr_—_New_Payment) — triggers · Event
- [RepairShopr — New Invoice](/Event/RepairShopr_—_New_Invoice) — triggers · Event
- [RepairDesk — New Payment Added](/Event/RepairDesk_—_New_Payment_Added) — triggers · Event
- [Kitchen.co — New Invoice](/Event/Kitchen.co_—_New_Invoice) — triggers · Event
- [MC Professional — Invoice Voided](/Event/MC_Professional_—_Invoice_Voided) — triggers · Event
- [MC Professional — Invoice Refunded](/Event/MC_Professional_—_Invoice_Refunded) — triggers · Event
- [Instaproofs — Invoice or Session Payment Received](/Event/Instaproofs_—_Invoice_or_Session_Payment_Received) — triggers · Event
- [Instamojo — New Successful Payment](/Event/Instamojo_—_New_Successful_Payment) — triggers · Event
- [ThunderTix — New MoneyTransaction](/Event/ThunderTix_—_New_MoneyTransaction) — triggers · Event
- [Thryv — New Payment](/Event/Thryv_—_New_Payment) — triggers · Event
- [Teachable — New Transaction](/Event/Teachable_—_New_Transaction) — triggers · Event
- [Teachable — New Sale](/Event/Teachable_—_New_Sale) — triggers · Event
- [Teach 'n Go — New Payment](/Event/Teach_'n_Go_—_New_Payment) — triggers · Event
- [Teach 'n Go — Invoice Mark as Paid](/Event/Teach_'n_Go_—_Invoice_Mark_as_Paid) — triggers · Event
- [BiznisBox — Transaction Updated](/Event/BiznisBox_—_Transaction_Updated) — triggers · Event
- [Senior Place — Updated Invoice](/Event/Senior_Place_—_Updated_Invoice) — triggers · Event
- [Senior Place — New Invoice](/Event/Senior_Place_—_New_Invoice) — triggers · Event
- [Agiled — Invoice Created](/Event/Agiled_—_Invoice_Created) — triggers · Event
- [Join It — Payments Created](/Event/Join_It_—_Payments_Created) — triggers · Event
- [Joblogic — List Supplier Invoice (Beta)](/Event/Joblogic_—_List_Supplier_Invoice_(Beta)) — triggers · Event
- [Joblogic — List Invoice (Beta)](/Event/Joblogic_—_List_Invoice_(Beta)) — triggers · Event
- [Jobber — New Invoice Created](/Event/Jobber_—_New_Invoice_Created) — triggers · Event
- [Jobber — Invoice Updated](/Event/Jobber_—_Invoice_Updated) — triggers · Event
- [Spacebring — New Issued Invoice](/Event/Spacebring_—_New_Issued_Invoice) — triggers · Event
- [Space Invoices / Apollo — New Document](/Event/Space_Invoices_%2F_Apollo_—_New_Document) — triggers · Event
- [SortScape — Invoice Created](/Event/SortScape_—_Invoice_Created) — triggers · Event
- [Kitchen.co — Invoice Paid](/Event/Kitchen.co_—_Invoice_Paid) — triggers · Event
- [Kitchen.co — Invoice Deleted](/Event/Kitchen.co_—_Invoice_Deleted) — triggers · Event
- [EverTransit — Invoice Created](/Event/EverTransit_—_Invoice_Created) — triggers · Event
- [CROSStrax — New Invoice](/Event/CROSStrax_—_New_Invoice) — triggers · Event
- [Paid Memberships Pro — Order Added or Updated](/Event/Paid_Memberships_Pro_—_Order_Added_or_Updated) — triggers · Event
- [Esabora — Validated Invoices (Export Factures Validées)](/Event/Esabora_—_Validated_Invoices_(Export_Factures_Validées)) — triggers · Event
- [Saasu — New Invoice](/Event/Saasu_—_New_Invoice) — triggers · Event
- [Saasu — New Contact](/Event/Saasu_—_New_Contact) — triggers · Event
- [Booqable — Finalize Invoice](/Event/Booqable_—_Finalize_Invoice) — triggers · Event
- [Boond — New Invoice](/Event/Boond_—_New_Invoice) — triggers · Event
- [Cone — Invoice Updated](/Event/Cone_—_Invoice_Updated) — triggers · Event
- [Flurly — New Sale](/Event/Flurly_—_New_Sale) — triggers · Event
- [Botkeeper — Document Uploaded](/Event/Botkeeper_—_Document_Uploaded) — triggers · Event
- [Omnify — Memberships Renewal - Invoice](/Event/Omnify_—_Memberships_Renewal_-_Invoice) — triggers · Event
- [Omnify — Invoice Paid](/Event/Omnify_—_Invoice_Paid) — triggers · Event
- [Omnify — Class Pack Renewal - Invoice](/Event/Omnify_—_Class_Pack_Renewal_-_Invoice) — triggers · Event
- [BookingKoala — Provider Payout](/Event/BookingKoala_—_Provider_Payout) — triggers · Event
- [Bonsai — Invoice Paid](/Event/Bonsai_—_Invoice_Paid) — triggers · Event
- [Smarty Accounting — New Contact](/Event/Smarty_Accounting_—_New_Contact) — triggers · Event
- [FreshBooks — Updated Invoice](/Event/FreshBooks_—_Updated_Invoice) — triggers · Event
- [FreshBooks — Updated Bill](/Event/FreshBooks_—_Updated_Bill) — triggers · Event
- [TravelJoy — Update Commission](/Event/TravelJoy_—_Update_Commission) — triggers · Event
- [Transporters.io — Updated Invoice](/Event/Transporters.io_—_Updated_Invoice) — triggers · Event
- [Fortnox — Invoice Payment Bookkept](/Event/Fortnox_—_Invoice_Payment_Bookkept) — triggers · Event
- [Fortnox — Invoice Bookkept](/Event/Fortnox_—_Invoice_Bookkept) — triggers · Event
- [Zeevou — Invoice Created](/Event/Zeevou_—_Invoice_Created) — triggers · Event
- [Dealership Drive — Updated Expense](/Event/Dealership_Drive_—_Updated_Expense) — triggers · Event
- [Sage Accounting — New Purchase Invoice](/Event/Sage_Accounting_—_New_Purchase_Invoice) — triggers · Event
- [Billed — New Payment](/Event/Billed_—_New_Payment) — triggers · Event
- [Sage Accounting — New Contact Payment](/Event/Sage_Accounting_—_New_Contact_Payment) — triggers · Event
- [ConvergeHub — New Invoice](/Event/ConvergeHub_—_New_Invoice) — triggers · Event
- [Doerkit — Billing Paid](/Event/Doerkit_—_Billing_Paid) — triggers · Event
- [Doerkit — Billing Created](/Event/Doerkit_—_Billing_Created) — triggers · Event
- [Pixifi — Payment Is Paid Copy 2](/Event/Pixifi_—_Payment_Is_Paid_Copy_2) — triggers · Event
- [Edens — Invoice Issued](/Event/Edens_—_Invoice_Issued) — triggers · Event
- [Noko — New Invoice](/Event/Noko_—_New_Invoice) — triggers · Event
- [Zapier Manager — New Invoice](/Event/Zapier_Manager_—_New_Invoice) — triggers · Event
- [RO App — List of Invoices](/Event/RO_App_—_List_of_Invoices) — triggers · Event
- [RO App — Get Payments](/Event/RO_App_—_Get_Payments) — triggers · Event
- [RO App — Cash Flow Items](/Event/RO_App_—_Cash_Flow_Items) — triggers · Event
- [Daftra — Credit Note Created](/Event/Daftra_—_Credit_Note_Created) — triggers · Event
- [DNSFilter — Invoice Available](/Event/DNSFilter_—_Invoice_Available) — triggers · Event
- [Taxaroo — New Payment](/Event/Taxaroo_—_New_Payment) — triggers · Event
- [Clockodo — Project Completed](/Event/Clockodo_—_Project_Completed) — triggers · Event
- [Easy Clean App — New Invoice](/Event/Easy_Clean_App_—_New_Invoice) — triggers · Event
- [vcita — New Payment](/Event/vcita_—_New_Payment) — triggers · Event
- [vcita — New Invoice](/Event/vcita_—_New_Invoice) — triggers · Event
- [Easy Clean App — Invoice Paid](/Event/Easy_Clean_App_—_Invoice_Paid) — triggers · Event
- [LEXZUR — New Invoice](/Event/LEXZUR_—_New_Invoice) — triggers · Event
- [Opendate — New Finance Item](/Event/Opendate_—_New_Finance_Item) — triggers · Event
- [Aliaddo — New Invoice](/Event/Aliaddo_—_New_Invoice) — triggers · Event
- [Limo Anywhere — New Paid Bill](/Event/Limo_Anywhere_—_New_Paid_Bill) — triggers · Event
- [AidaForm — New Payment](/Event/AidaForm_—_New_Payment) — triggers · Event
- [NinjaPipe — Invoice Paid](/Event/NinjaPipe_—_Invoice_Paid) — triggers · Event
- [NinjaPipe — Invoice Created](/Event/NinjaPipe_—_Invoice_Created) — triggers · Event
- [Hype — Payment Created](/Event/Hype_—_Payment_Created) — triggers · Event
- [Arbox — Purchase](/Event/Arbox_—_Purchase) — triggers · Event
- [Assembly.com — List Invoices](/Event/Assembly.com_—_List_Invoices) — triggers · Event
- [Indy — Invoice Paid](/Event/Indy_—_Invoice_Paid) — triggers · Event
- [Teachworks — New Refund](/Event/Teachworks_—_New_Refund) — triggers · Event
- [Teachworks — New Payment](/Event/Teachworks_—_New_Payment) — triggers · Event
- [Ticketor — New Payment Received](/Event/Ticketor_—_New_Payment_Received) — triggers · Event
- [Dropmatix — New Invoice](/Event/Dropmatix_—_New_Invoice) — triggers · Event
- [SureCart — Payout Completed](/Event/SureCart_—_Payout_Completed) — triggers · Event
- [bexio — New Sales-Invoice](/Event/bexio_—_New_Sales-Invoice) — triggers · Event
- [Agiled — Get Expenses](/Event/Agiled_—_Get_Expenses) — triggers · Event
- [Jortt — New Invoice](/Event/Jortt_—_New_Invoice) — triggers · Event
- [CRM Connector — New Invoice](/Event/CRM_Connector_—_New_Invoice) — triggers · Event
- [Clientary — New Payment](/Event/Clientary_—_New_Payment) — triggers · Event
- [Clientary — New Expense](/Event/Clientary_—_New_Expense) — triggers · Event
- [Client Hub — New Client Workspace Added](/Event/Client_Hub_—_New_Client_Workspace_Added) — triggers · Event
- [Linework — New Deposit Checkout Completed](/Event/Linework_—_New_Deposit_Checkout_Completed) — triggers · Event
- [Hiveage — New Payment](/Event/Hiveage_—_New_Payment) — triggers · Event
- [Hiveage — New Invoice](/Event/Hiveage_—_New_Invoice) — triggers · Event
- [Hiveage — New Expense](/Event/Hiveage_—_New_Expense) — triggers · Event
- [Hiveage — New Bill](/Event/Hiveage_—_New_Bill) — triggers · Event
- [Ezekia — New Invoice Created](/Event/Ezekia_—_New_Invoice_Created) — triggers · Event
- [Credit Repair Cloud — New Invoice](/Event/Credit_Repair_Cloud_—_New_Invoice) — triggers · Event
- [e-Boekhouden.nl — New Mutation](/Event/e-Boekhouden.nl_—_New_Mutation) — triggers · Event
- [e-Boekhouden.nl — New Invoice](/Event/e-Boekhouden.nl_—_New_Invoice) — triggers · Event
- [Ignition — Proposal Accepted](/Event/Ignition_—_Proposal_Accepted) — triggers · Event
- [Holded — New Sales Invoice](/Event/Holded_—_New_Sales_Invoice) — triggers · Event
- [Stripe — New Refund](/Event/Stripe_—_New_Refund) — triggers · Event
- [Stripe — New Payment](/Event/Stripe_—_New_Payment) — triggers · Event
- [Stripe — New Invoice Item](/Event/Stripe_—_New_Invoice_Item) — triggers · Event
- [TOConline — New Client](/Event/TOConline_—_New_Client) — triggers · Event
- [Daily Time Tracking — New or Updated Time Entry](/Event/Daily_Time_Tracking_—_New_or_Updated_Time_Entry) — triggers · Event
- [vcita — Created Invoice](/Event/vcita_—_Created_Invoice) — triggers · Event
- [QuickBooks Online — New Paid Invoice](/Event/QuickBooks_Online_—_New_Paid_Invoice) — triggers · Event
- [QuickBooks Online — New Invoice Paid](/Event/QuickBooks_Online_—_New_Invoice_Paid) — triggers · Event
- [QuickBooks Online — New Invoice](/Event/QuickBooks_Online_—_New_Invoice) — triggers · Event
- [QuickBooks Online — New Expense](/Event/QuickBooks_Online_—_New_Expense) — triggers · Event
- [QuickBooks Online — New Deposit](/Event/QuickBooks_Online_—_New_Deposit) — triggers · Event
- [QuickBooks Online — New Customer](/Event/QuickBooks_Online_—_New_Customer) — triggers · Event
- [QuickBooks Online — New Credit Memo](/Event/QuickBooks_Online_—_New_Credit_Memo) — triggers · Event
- [Optix — New Invoice Payment](/Event/Optix_—_New_Invoice_Payment) — triggers · Event
- [Prima.Law — New Transaction](/Event/Prima.Law_—_New_Transaction) — triggers · Event
- [Holded — New Purchase Invoice](/Event/Holded_—_New_Purchase_Invoice) — triggers · Event
- [FanBasis — Manual Transactions](/Event/FanBasis_—_Manual_Transactions) — triggers · Event
- [Facture.net — Bills](/Event/Facture.net_—_Bills) — triggers · Event
- [Cobot — Invoice Created](/Event/Cobot_—_Invoice_Created) — triggers · Event
- [Coaching Loft — New Invoice](/Event/Coaching_Loft_—_New_Invoice) — triggers · Event
- [Harvest — Updated Invoice](/Event/Harvest_—_Updated_Invoice) — triggers · Event
- [QuickBooks Online — New Bank Transaction](/Event/QuickBooks_Online_—_New_Bank_Transaction) — triggers · Event
- [Orderspace — New Payment](/Event/Orderspace_—_New_Payment) — triggers · Event
- [Hubflo — Invoice Paid](/Event/Hubflo_—_Invoice_Paid) — triggers · Event
- [Pixifi — Payment Is Paid](/Event/Pixifi_—_Payment_Is_Paid) — triggers · Event
- [Pixifi — New Invoice](/Event/Pixifi_—_New_Invoice) — triggers · Event
- [Transporters.io — New Invoice](/Event/Transporters.io_—_New_Invoice) — triggers · Event
- [YNAB — New or Updated Transaction](/Event/YNAB_—_New_or_Updated_Transaction) — triggers · Event
- [MyGadgetRepairs — New Expense](/Event/MyGadgetRepairs_—_New_Expense) — triggers · Event
- [MyGadgetRepairs — New Daily Sales](/Event/MyGadgetRepairs_—_New_Daily_Sales) — triggers · Event

### Related (demands service)

- [Public Relations Agency](/CompanyTypes/Public_Relations_Agency) — demands service · CompanyTypes
- [Product Design Firms](/CompanyTypes/Product_Design_Firms) — demands service · CompanyTypes
- [Practice Management Consultancy](/CompanyTypes/Practice_Management_Consultancy) — demands service · CompanyTypes
- [Analyst Relations Agency](/CompanyTypes/Analyst_Relations_Agency) — demands service · CompanyTypes
- [Accessibility Consulting Firm](/CompanyTypes/Accessibility_Consulting_Firm) — demands service · CompanyTypes
- [Media Sales Agency](/CompanyTypes/Media_Sales_Agency) — demands service · CompanyTypes
- [Career Counseling Firm](/CompanyTypes/Career_Counseling_Firm) — demands service · CompanyTypes
- [Career Coaching Firm](/CompanyTypes/Career_Coaching_Firm) — demands service · CompanyTypes
- [Care Management Service](/CompanyTypes/Care_Management_Service) — demands service · CompanyTypes
- [Care Coordination Firm](/CompanyTypes/Care_Coordination_Firm) — demands service · CompanyTypes

### Related (provides)

- [Finance Outsourcing Provider](/CompanyTypes/Finance_Outsourcing_Provider) — provides · CompanyTypes

### What it absorbs

- [Monthly Bookkeeping and Close](/Processes/Monthly_Bookkeeping_and_Close) — absorbs · Processes
- [Monthly Reconciliation and Close](/Processes/Monthly_Reconciliation_and_Close) — absorbs · Processes

### What it addresses

- [Unreconciled Financial Records](/Problems/Unreconciled_Financial_Records) — addresses · Problems
- [Delayed Month-End Close](/Problems/Delayed_Month-End_Close) — addresses · Problems
- [Manual Ledger Reconciliation](/Problems/Manual_Ledger_Reconciliation) — addresses · Problems

### Composed of

- [Statement Compilation Agent](/Agents/Statement_Compilation_Agent) — composes · Agents
- [Ledger Reconciliation Agent](/Agents/Ledger_Reconciliation_Agent) — composes · Agents
- [Receipt Extraction Agent](/Agents/Receipt_Extraction_Agent) — composes · Agents
- [Exception Triage Agent](/Agents/Exception_Triage_Agent) — composes · Agents
- [Receipt Intake Agent](/Agents/Receipt_Intake_Agent) — composes · Agents
- [Ledger Coding Agent](/Agents/Ledger_Coding_Agent) — composes · Agents
- [Anomaly Detection Agent](/Agents/Anomaly_Detection_Agent) — composes · Agents
- [Bank Reconciliation Agent](/Agents/Bank_Reconciliation_Agent) — composes · Agents
- [Invoice Extraction Agent](/Agents/Invoice_Extraction_Agent) — composes · Agents
- [Period Close Agent](/Agents/Period_Close_Agent) — composes · Agents
- [Ledger Categorization Agent](/Agents/Ledger_Categorization_Agent) — composes · Agents
- [Invoice Triage Agent](/Agents/Invoice_Triage_Agent) — composes · Agents
- [Financial Reporting Agent](/Agents/Financial_Reporting_Agent) — composes · Agents
- [Statement Reconciliation Agent](/Agents/Statement_Reconciliation_Agent) — composes · Agents
- [Variance Auditing Agent](/Agents/Variance_Auditing_Agent) — composes · Agents
- [Bank Feed API](/Software/Bank_Feed_API) — composes · Software
- [Double Entry API](/Software/Double_Entry_API) — composes · Software
- [Invoice Extraction Model](/Software/Invoice_Extraction_Model) — composes · Software
- [Sales Tax API](/Software/Sales_Tax_API) — composes · Software
- [Transaction Classifier Engine](/Software/Transaction_Classifier_Engine) — composes · Software

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