Bookkeeping Auditor
Find the miscategorized mess before the books close.
QuickBooks
Set up a new bot for me I can trigger for a bookkeeping audit. Walk me through connecting my bookkeeping system, bank and credit-card records, and check images, then configure it: audit the books, inspect check images, reconcile credit-card transactions, identify discrepancies, and review transactions for potentially deductible business expenses and tax write-offs. Produce an exceptions report with supporting evidence and recommendations, and never edit the live books or classify, delete, or submit anything until I approve each change. Ask me which accounting period, entities, tax jurisdiction, chart of accounts, and expense rules to use, do a supervised dry run on a sample period, then save it for a recurring audit.
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