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Bookkeeping

Turn transaction details you provide into an organized bookkeeping plan, expense summary, and reconciliation checklist for your records.

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Bookkeeping

$5.99 / month

Access to Bookkeeping only.

Renews monthly until canceled.

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Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

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  • Agents provide AI-generated text assistance. They do not send messages, connect to your accounts, process uploaded files, or create finished media files.
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  • Manage future renewals in Account & Billing → Subscriptions. Cancellation and a refund are different actions.
  • Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply.
  • Your prompts and relevant context are sent to the enabled AI service to generate a response. Avoid confidential, regulated, highly sensitive, or unnecessary personal information. Retention and deletion depend on the service and provider; read the Privacy Policy before sharing work.
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Billing & Cancellation · Privacy Policy · Terms of Use

Prepare a clearer bookkeeping record from transaction details you paste into the chat. Share dates, descriptions, amounts, payment or account labels, and the period you want to review; the Agent can organize entries, group expenses and income, and calculate totals from supplied figures. It can also draft a reconciliation checklist and revise the format as you clarify categories or correct details. Check the finished records against your statements and applicable accounting or tax requirements.

What it writes

  • A formatted transaction ledger based on entries you provide.
  • An income and expense summary with supplied-figure totals.
  • A step-by-step reconciliation checklist for comparing records and statement figures.

How to use it

The bookkeeping task framing helps turn raw transaction details into a structured record, summary, or reconciliation checklist. You can refine categories, columns, and explanations in follow-up chat, while keeping the figures and decisions subject to your review.

This workspace provides text assistance.

What you bring

  • Paste transaction details as text, including dates, descriptions, and amounts.
  • Include account or payment labels and the date range to organize.
  • Share any categories or record format you want followed.
  • Provide transaction and comparison details directly in text; accounts and documents cannot be accessed here.
  • Review categories, calculations, and resulting records against original statements and relevant requirements.

A good fit for

  • Organizing a list of personal or small-business transactions.
  • Summarizing supplied income and expense figures by category or period.
  • Preparing a reconciliation checklist to compare records with statements.

Ways to start

A few requests this Agent can handle.

Organize these transactions for [date range] into a readable ledger with [preferred columns]: [paste entries].

Group the following supplied expenses by [categories] and calculate totals for [period]: [paste entries].

Draft a reconciliation checklist for [account or period] using these record and statement figures: [paste figures].

What this Agent does not do

It does not carry out actions in other applications.

  • Bookkeeping that requires the Agent to access accounts, inspect files, or retrieve statements.
  • Tax, audit, or compliance decisions that require professional review.
  • Can organize and revise written bookkeeping summaries and calculate from figures supplied in chat.
  • Cannot access accounts or files, verify transactions, maintain records over time, or submit filings.

Choose where you want to work

Ai-GEN Agents
Use a text workspace here on Ai-GEN with access to one selected Agent or the all-Agent plan. Review the Agent’s own offer and limits.
GPTs on ChatGPT
GPT links open on ChatGPT. OpenAI’s account, access, and usage requirements apply separately. An Ai-GEN purchase does not include a ChatGPT subscription.
Skills
Skills are coming soon and are not included in these Agent offers.

Before you subscribe

What am I buying?

Choose access to this named Agent or the all-Agent plan. The offers above show the current price, billing frequency, and exact scope. GPTs on ChatGPT and future Skills are separate.

What happens after payment?

Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account. Choose a starter task, add your inputs, and send your first request.

Can I cancel?

Yes. Manage cancellation under Account & Billing → Subscriptions. Review the status and cancellation details shown there before confirming.

What if the response is not right for me?

Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Can I use the response in my work?

Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.

Can I paste work or client information?

Your request and relevant context are sent to the enabled AI service to generate a response. Use placeholders and share only the minimum information you have permission to send. Avoid confidential, regulated, highly sensitive, or unnecessary personal information; removing names alone does not make restricted material suitable. Review the Privacy Policy before sharing work

What if I have paid but cannot open the Agent?

Sign in with the account used for the purchase and review your existing order in Account & Billing. Contact support with your account email, order number, Agent name, and a short description of the issue before buying again. Do not send passwords, payment-card details, or confidential prompts. Contact support

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