Check your books against your bank and email
A business owner with several companies built an agent that checks the books against bank statements and email; they say it found a year of misfiled contractor payments.
Done with Custom agent
What they did
A business owner running more than one company built their own agent. They connected it to their accounting software and their email. It reads bank statements, the books and email threads. Then it reports where the numbers don't match.
How it went
The author says it found a year of contractor payments all booked to one account. Marketing and landscaping were mixed in with staff costs. They say it is rarely wrong and estimate it saves $12K a year compared with an outside bookkeeper.
Try it yourself
Connect to my accounting software [tool name] and my bank statements for [period]. Reconcile them line by line. Flag duplicate vendor payments, transactions booked to the wrong account, and anything that doesn't match. Check related email threads in [mailbox] for context. Give me a list of findings with amounts and suggested corrections. Don't change any entries until I approve.
Swap the highlighted [parts] for your own details.
Source: X · @TheElliottSmith · Oct 14, 2026
Written with AI assistance from the original post and checked against our editorial guidelines. Results are as reported by the source, not independently verified.
