CPA Bot

What it does

CPA Bot is a bookkeeping assistant for small business owners. It reads linked bank accounts and credit card statements and turns them into clear financial reports on revenue, expenses, cash flow, and daily spending.

How it works

1. 01

   Add the CPA Bot template from the share link.

2. 02

   Connect or provide the bank and credit-card statements it should read.

3. 03

   It builds revenue, expense, cash-flow, and daily spending reports.

4. 04

   You review the reports before using them for decisions or filings.