Meet Milo

AI Bookkeeping Assistant gathers receipts, organizes transaction context, prepares weekly bookkeeping handoff notes, and flags invoice follow-ups for human review.

Prepares clean bookkeeping handoffs without replacing accounting review.

Setup fee

$899

First month

$29910% off$269

Then $299/mo

First-time purchases receive 10% off the first month.

Preview

QualityWorks walks through this agent during onboarding and maps the setup to your workflow.

Problem it solves

Bookkeeping gets delayed when receipts, transaction notes, invoice status, and bookkeeper handoff details live in scattered tools.

What it does

Organizes receipts, matches transaction context, prepares bookkeeping notes, and flags invoice follow-ups.

Workflow example

The agent reviews receipt folders and finance email labels, groups transaction context, flags missing details, drafts invoice reminders, and sends a bookkeeping prep summary.

Tools and integrations

QuickBooksStripeGoogle DriveGmailSlack

Setup requirements

QuickBooks or ledger access

Receipt and invoice sources

Chart of accounts guidance

Bookkeeper review owner

Package fit

Recommended packages that include this agent

Finance Prep

Finance AI Back Office

Prepare bookkeeping handoffs, invoice reminders, and weekly finance visibility.

Related agents

Add another AI employee

Quick launch

Milo

Bookkeeping Prep Assistant

Cleans up financial paperwork before it reaches the bookkeeper.

Monthly

$179/mo

10% off first month

$899 setup fee after agent selection.

AccountingBookkeepingReceipts