Tasks an AI bookkeeper handles well
Suggesting categories for transactions, drafting reminders for missing receipts or unpaid invoices, summarising spending by category, and answering 'how much did we spend on X' questions from exported data.
Tasks to keep human
Tax filings, payroll decisions, anything with legal consequences, and final reconciliation sign-off. Use approval steps so nothing is sent or changed without review.
Data and privacy
Only share the data the task needs. Agentokia keeps an audit trail of every run so you can see what the employee accessed and produced.
Try it free
Build a bookkeeping assistant from a short job description and your own category rules, test it on a sample export, then hire it. No card, no paid tier.