Expense Categorization Rule Builder
Learns your client's coding patterns and writes the rules. Replaces Dext Prepare $24/seat × 6.
The problem
Bookkeepers spend 2-3 hours per client per month re-coding the same vendors that QuickBooks bank rules can't quite pin down. Dext Prepare charges $24/seat (5+ seat tier ~$144/mo) and still requires the bookkeeper to define rules manually, vendor by vendor.
What changes
Agent watches the last 90 days of how the bookkeeper coded transactions per client → mines patterns (vendor + amount + memo) → writes proposed QBO bank rules, presents the diff for one-click approval, and revisits monthly to catch drift.
A day in the life
What this agent actually does.
- 1
Mon 6:00am: monthly sweep proposes 38 new rules across 14 clients → bookkeeper approves 31 in 6 minutes
- 2
Reduces month-end close coding from 2.5 hrs to 35 min per client
- 3
Friday: drift report — 'Client X started using a new vendor 14 times, suggest new rule'
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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