Finance
Bookkeeper
Forward a receipt and it's in the ledger — daily reconciliation, weekly spend summary, monthly close
Qoren environment
bookkeeper-agent
deploy bookkeeper --runtime managed
schedule tasks --timezone workspace
✓ agent online · monitoring
What it does
The Bookkeeper agent, on autopilot.
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
Daily at 06:00
Daily Books
Run the daily books. 1) Process the receipts inbox: every new receipt or invoice (email body, PDF, or photo) gets extracted (vendor, date, amount, tax, category), appended to the ledger (~/ledger/YYYY.csv, schema in ~/l…
Daily Books
Run the daily books. 1) Process the receipts inbox: every new receipt or invoice (email body, PDF, or photo) gets extracted (vendor, date, amount, tax, category), appended to the ledger (~/ledger/YYYY.csv, schema in ~/l…
last run · completed
Weekly on Friday at 15:00
Weekly Spend
Send the Friday money summary: spend this week by category vs. 4-week average (call out only the categories that moved), revenue if Stripe is configured, entries flagged for review (one line each), and subscriptions ren…
Weekly Spend
Send the Friday money summary: spend this week by category vs. 4-week average (call out only the categories that moved), revenue if Stripe is configured, entries flagged for review (one line each), and subscriptions ren…
last run · completed
Monthly on day 1 at 07:00
Monthly Close
Run the monthly close for last month: full income and spend by category, month-over-month and vs. 3-month trend, reconciliation status (every unmatched item listed — never silently dropped), burn rate and runway if the…
Monthly Close
Run the monthly close for last month: full income and spend by category, month-over-month and vs. 3-month trend, reconciliation status (every unmatched item listed — never silently dropped), burn rate and runway if the…
last run · completed
Example output
What it delivers.
A sample of what the Bookkeeper agent produces. Illustrative, with fictional data.
Weekly money summary for Fri, Jul 10
Spend: $3,410 across 22 entries, up 12% vs the 4-week average (mostly ad spend).
Revenue (Stripe): $12,480.
Flagged: a duplicate $49 software charge; a new vendor, Pixel Cloud, $220.
Renewing in 14 days: Figma ($144), Notion ($96).
Ledger reconciled through Thursday; 2 receipts still missing.
Memory
Keeps its own workspace.
The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.
- 01Who the owner is — business, timezone, quiet hours, delivery channel
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
Category
Finance
Runtime
hermes
Scheduled tasks
3
Hosting
Fully managed
FAQ
Bookkeeper template questions
Forward a receipt and it's in the ledger — daily reconciliation, weekly spend summary, monthly close It runs 3 scheduled tasks on a managed cloud environment.
Works well with
Part of the Back-Office.
Deploy it alongside these to cover the whole workflow.
Deploy the Bookkeeper agent today.
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