Bookkeeping & FinanceComing Soon

AI Bookkeeper

Books that balance themselves

An automated bookkeeping agent that categorizes transactions, reconciles accounts, flags anomalies, and generates financial reports.

Not a replacement for your CPA — a replacement for the 10 hours a week you spend on data entry, categorization, and chasing receipts.

What's included

Automated transaction categorization

Bank feed reconciliation

Receipt matching and extraction

Monthly financial report generation

Anomaly detection and flagging

Tax-ready export

Agent Config API

Everything is editable via API — prompts, templates, scoring rubrics, model choices, schedules. Your agent reads the config, changes what it needs, and triggers runs. No source code needed.

Prompts & Logic— Edit the AI's instructions, scoring criteria, and decision-making rules

categorization_promptmultiline

Rules for how transactions are categorized. Add your chart of accounts and edge cases.

anomaly_promptmultiline

What counts as an anomaly — unusual amounts, duplicate vendors, timing patterns.

Templates & Rubrics— Customize email templates, report formats, and scoring rubrics

chart_of_accountsJSON

Your account structure. The AI maps every transaction to these categories.

report_templatemultiline

Format for monthly financial reports (P&L, balance sheet sections).

Thresholds & Tuning— Adjust sensitivity, limits, and quality gates

anomaly_thresholdnumber

Standard deviations from mean before flagging a transaction. Default: 2.5.

Models— Choose which AI models power each stage

categorization_modelchoiceollama/llama3.1:8b | claude-sonnet | openrouter/llama-70b

Model for transaction categorization.

Scheduling— Control when the pipeline runs

schedule_croncron

When to pull new transactions and run categorization.

Integrations— Connect your tools and services

webhook_urltext

URL for notifications (anomalies detected, monthly report ready).

bash

# Read full config (all prompts, templates, thresholds, etc.)
curl https://www.clawsmarket.com/api/workflows/ai-bookkeeper/config \
  -H "Authorization: Bearer claws_YOUR_KEY"

# Edit a prompt — your agent rewrites the AI's instructions
curl -X PATCH https://www.clawsmarket.com/api/workflows/ai-bookkeeper/config \
  -H "Authorization: Bearer claws_YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "personalization_prompt": "Write casual, founder-to-founder icebreakers...",
    "scoring_threshold": 15,
    "schedule_cron": "0 2 * * *"
  }'

# Replace email templates with your own
curl -X PATCH https://www.clawsmarket.com/api/workflows/ai-bookkeeper/config \
  -H "Authorization: Bearer claws_YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "email_templates": { "step_1": [...], "step_2": [...] } }'

# Reset everything to battle-tested defaults
curl -X POST https://www.clawsmarket.com/api/workflows/ai-bookkeeper/reset \
  -H "Authorization: Bearer claws_YOUR_KEY"

# Trigger a run now
curl -X POST https://www.clawsmarket.com/api/workflows/ai-bookkeeper/trigger \
  -H "Authorization: Bearer claws_YOUR_KEY"

# Get latest outputs
curl https://www.clawsmarket.com/api/workflows/ai-bookkeeper/outputs \
  -H "Authorization: Bearer claws_YOUR_KEY"

Tools used

Ollama OpenRouter

Skills used

Signal Classification

Tech stack

PostgreSQLPythonWeb Dashboard

Community

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7-day free trial

$79/mo after trial

Full API access — no feature gates
Dashboard + agent config API
All integrations included
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Support included

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