Skip to content
futureagent

Accounting and financeAutomation

Monthly file for your accountant

The agent gathers the month's purchase and sales invoices (Gmail, Drive, Stripe), checks that nothing is missing against the payments, compiles everything into a folder and sends your accountant an Excel summary with any missing documents flagged.

Use this template

€3 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

On the 5th of each month at 9 am

  1. 1Gather. Invoices received and issued this month.
  2. 2Reconcile. Compare with payments collected.
  3. 3Compile. Dated folder with a summary.
  4. 4Send. To the accountant, missing documents flagged.

Sample deliverable

September file sent to your accountant

  • 46 documents: 31 purchases, 15 sales.
  • 2 missing documents: Adobe subscription (€59.99) and the toll on the 12th (€14.20).
  • Excel: Summary of the month's documents

Connectors

  • GmailGmail: find invoices received
  • Google DriveGoogle Drive: gather the documents
  • StripeStripe: list the sales collected

Already set up for you

Sent on
The 5th of the month
Format
Drive folder and Excel table

What you'll be asked

  • What is your accountant's email address?

Who it's for

About 1 run a month, rich business logic and 11 actions per run (generated files, emails sent): Micro tier.

Learn more

In the same category