Bookkeeping debt compounds. A week of uncategorised transactions is ten minutes; a quarter of them is a lost weekend and an accountant's invoice.
Your Squad teammate closes the books weekly. Every Friday at 5:00 PM it pulls the week's transactions, categorises them by your rules, and matches receipts from the inbox you gave it access to. The package files itself in Docs: labeled ledger, receipts alongside, open questions on top.
Unknowns never get guessed. Each becomes one choice card in your chat: pick the category once and the rule sticks in memory. The same vendor never asks twice.
Share your chart of accounts, or let the teammate propose one from history. You approve; the rules go to its notes file.
The week's transactions get labeled by your rules. The run timeline shows every decision and the rule behind it.
The teammate searches its inbox access for each transaction's receipt and files the match in the weekly folder. Missing receipts get chased by email.
A transaction it cannot place is one card: the transaction, its best guesses, one tap from you. Your pick becomes a permanent rule.
One tidy weekly folder in Docs: categorised ledger, receipts, and the answered questions. Share the folder link with your accountant.
Thirteen consistent weekly folders roll up into one quarter package. The expensive cleanup never happens because the debt never builds.
Tessa: One I cannot place — $89/mo to 'NORDLYS APS, Copenhagen', started August. Best guesses: software subscription, or the podcast editing Priya mentioned? [ Software ] [ Contractor ] [ Type an answer ] You: contractor — that's the podcast editor Tessa: Filed as Contractors. Rule saved: NORDLYS = podcast editing. It will not ask again.
Your teammate connects through the integrations you approve, works on its own computer with its own browser, and asks you before anything irreversible.
You share the chart of accounts. The rules go into the teammate's notes.
The backlog run categorises three weeks of debt and asks 9 questions as choice cards. You tap through them in four minutes.
The first Friday package: labeled ledger, matched receipts, two questions. Your accountant replies 'what is this? I love it.'
Questions are rare — the rules cover your vendors now. The books have not been behind since day 1.
An AI teammate matches the day's payouts against invoices every evening and reports what does not line up, while the discrepancy is one day old..
An AI teammate tracks every vendor contract date and flags what auto-renews before the charge lands, with time to cancel or renegotiate..
An AI teammate pulls the overdue list from Stripe each morning and writes a polite reminder for each invoice.