Connect your accounting platform to an AI coding agent, ask for a categorised P&L, a profit chart, flagged trends, and an Excel workbook, then have it draft the accountant email through your inbox connector. Bookkeeping in the time it takes the kettle to boil.
Wire your accounting platform through an MCP connector and your inbox through the native connector, so the agent can read transactions and draft emails.
Categorise every expense, break down revenue by source, chart monthly profit, and flag unusual spending, all bundled into one Excel workbook.
Categorisation is the longest step. Revenue analysis, the chart, and trend flags follow in sequence without further input.
The agent drafts the accountant email with the workbook attached and saves it to drafts. You scan it and hit send.
Pull every transaction from the most recent complete quarter. Categorise every expense, analyse revenue by source, chart monthly profit, and flag unusual spending. Produce a single Excel workbook. Then draft an email to my accountant with the workbook attached and save it to drafts. Do not send.
The agent cannot send the email itself. You stay in control of every outbound message.
The agent is learning your edge cases. Resolve each flag once and the call is usually locked in for next quarter.
A messy chart of accounts produces a messy categorisation, however good the agent is.