Bookkeeper
Forward a receipt and it's in the ledger. Daily reconciliation, weekly spend summary, monthly close
- Daily BooksDaily at 06:00
- Weekly SpendWeekly on Friday at 15:00
- Monthly CloseMonthly on day 1 at 07:00
Category
Runtime
The Bookkeeper agent, on autopilot
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
- task #01Daily BooksDaily at 06:00last run · completed
- task #02Weekly SpendWeekly on Friday at 15:00last run · completed
- task #03Monthly CloseMonthly on day 1 at 07:00last run · completed
Daily at 06:00
Daily Books
Run the daily books. 1) Process the receipts inbox: every new receipt or invoice (email body, PDF, or photo) gets extracted (vendor, date, amount, tax, category), appended to the ledger (~/ledger/YYYY.csv, schema in ~/l…
Weekly on Friday at 15:00
Weekly Spend
Send the Friday money summary: spend this week by category vs. 4-week average (call out only the categories that moved), revenue if Stripe is configured, entries flagged for review (one line each), and subscriptions ren…
Monthly on day 1 at 07:00
Monthly Close
Run the monthly close for last month: full income and spend by category, month-over-month and vs. 3-month trend, reconciliation status (every unmatched item listed, never silently dropped), burn rate and runway if the o…
What it delivers
A sample of what the Bookkeeper agent produces. Illustrative, with fictional data.
Weekly money summary for Fri, Jul 10
Spend: $3,410 across 22 entries, up 12% vs the 4-week average (mostly ad spend).
Revenue (Stripe): $12,480.
Flagged: a duplicate $49 software charge; a new vendor, Pixel Cloud, $220.
Renewing in 14 days: Figma ($144), Notion ($96).
Ledger reconciled through Thursday; 2 receipts still missing.
Keeps its own workspace
The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.
- 01Who the owner is: business, timezone, quiet hours, delivery channel
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
How deployment worksSee pricing
- Category
- Finance
- Runtime
- Hermes
- Scheduled tasks
- 3
- Hosting
- Fully managed
Bookkeeper template questions
What does the Bookkeeper agent template do?
Forward a receipt and it's in the ledger. Daily reconciliation, weekly spend summary, monthly close It runs 3 scheduled tasks on a managed cloud environment.
Which runtime does the Bookkeeper agent use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the Bookkeeper agent run?
On a schedule you control. Out of the box it runs daily at 06:00, weekly on friday at 15:00, monthly on day 1 at 07:00. You can change the cadence, or trigger it on demand.
Will the Bookkeeper agent do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The Bookkeeper agent runs on the Hermes runtime.
Part of the Back-Office.
Deploy it alongside these to cover the whole workflow.
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