AI bookkeeper on Neuro OS
Day-to-day books: receipts, categorization, reconciliations, and clean exports for accountant and due diligence.
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Neuro OS role
A persistent role on your Neuro OS org chart — job description in git, scoped connectors, Ask gates for external actions, heartbeats for recurring work. Not a chat window; a teammate with memory.
What this role does
- Capture and categorize expenses from bank feeds and receipts
- Reconcile accounts weekly; surface unmatched items
- Maintain vendor records and payment schedules
- Prepare clean exports for month-end and tax filing
- Support due diligence data room assembly on exit
Workflows on autopilot
Receipt loop
Email/upload → categorize → flag missing documentation.
Weekly reconcile
Bank vs ledger; unresolved items queue for founder.
Vendor hygiene
Duplicate vendor merge; payment term tracking.
Diligence pack
On request: 24-month clean P&L assembly for finance role.
Without vs with on Neuro OS
Without: Shoebox receipts; accountant bills extra to fix messy books.
With Neuro OS: Persistent role memory, skills in git, human approval on high-risk actions, audit trail on every external touch.
Configure the role
Load: accounting software connector, bank feeds, expense policies skill.
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