Scheduled Bookkeeping
Your Books, Kept on a Schedule.
Your AI assistant does the bookkeeping on a schedule you choose: it prepares new transactions for your approval and links the receipts it can match. When the ledger needs a fix, it shows you the change first.
How it works
Open AI Copilot, switch to Scheduled and pick a ready-made task, or choose Something else and write your own instructions.
Choose how often it runs (weekly on the days you pick, or every 1, 2, 3, 6 or 12 months), the day and the time.
At that time your assistant prepares what it can, and you get a notification with a one-line summary when it finishes.
You review what it staged and approve it, and when you ask it for a ledger correction it shows a preview and is told to write only after you say yes.
What you get
- Two ready-made tasks: prepare transactions (Monday and Thursday, 7:00) and match missing receipts (daily, 7:00).
- Run weekly on days you pick, or every 1, 2, 3, 6 or 12 months on the 1st to 28th or the last day.
- Staged transactions carry a likely category, property and booking, and only your approval applies them.
- Anything with weak evidence is left unstaged and the assistant says why, instead of guessing.
- Ledger corrections show each row before and after first, and write nothing if any one edit fails.
- Every applied correction is kept in a change log with who, when, before, after and your reason.
Who it's for
Owners and hosts
I built this so the bookkeeping you keep putting off happens on a schedule, and nothing is categorized until you approve it.
Questions hosts ask
Does the assistant approve transactions for me?
No. It stages a suggested category, property and booking on pending transactions, and your approve click is what applies them. Rows with weak evidence are left alone. Matching a receipt to a transaction is the one thing a task can link directly.
What can I ask it to fix in my ledger?
Recategorize rows, move them to another property, flip a sign, take an owner loan or transfer out of profit and tax, or add and edit categories. You can also record or delete a manual entry. Bank and CSV rows can only be set inactive, never deleted.
How do I know a change won't happen without me?
Every correction runs as a preview first, showing each row before and after, and the assistant is instructed to write it only after you approve. If one edit in a batch fails, none are written.
Can I undo a correction?
Yes. Each applied change is logged with its before values, and you undo one by asking the assistant to apply those values again. A deleted manual entry is recreated by hand.
Who can set up scheduled tasks, and what do I need?
Only account owners, and you need your AI account added in Settings, AI. You can have up to 10 tasks, and a Settings preference controls the notice when one finishes.