Monthly Financial Statement Agent
Replaces a $55k bookkeeper—auto-generates monthly P&L, balance sheet, and cash flow statements with narrative insights.
Small business owners spend 8–12 hours monthly wrestling with spreadsheets to close their books and understand cash position. Hiring a full-time bookkeeper or accountant costs $55k–$70k annually, but most SMBs only need statements monthly. Without timely financials, owners make blind decisions on hiring, inventory, and spending.
The agent pulls transaction data from your accounting software, reconciles accounts, calculates P&L and balance sheet line items, projects cash flow, and writes plain-English commentary flagging trends, variances, and risks. It delivers a polished PDF statement package by the 5th of each month—ready for lender review, tax prep, or board meetings.
Our team deploys this exact skill for you — integrations connected, tested, and live in 10 min on a 15-min walkthrough call.
Book your setup →Walk through this skill on a quick call. We'll figure out if it's the right pick for your business — or which one is.
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