The four agents, on ChatGPT
Transaction Categorization Agent for ChatGPT
It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status.
Setup guide →Reconciliation Agent for ChatGPT
It matches statement rows to ledger rows and hands you a complete exception list: match status, difference and next action per row.
Setup guide →Receivables Follow Up Agent for ChatGPT
It tracks open invoices and prepares reminder drafts: customer, invoice, amount due, days overdue, reminder draft and approval status.
Setup guide →Bills Invoices Agent for ChatGPT
It captures new bills and invoices, runs duplicate checks and builds a due-item review queue: vendor, invoice, amount, due date, duplicate check, review status.
Setup guide →How setup works on ChatGPT
Create a Project for the job, upload skill.md as a Project file and paste the setup prompt into the Project instructions. Run the setup once, approve the sample-data test, then start each run inside that Project so the rules stay loaded.
Honest limits
Projects and file uploads depend on your ChatGPT plan; check OpenAI's help center for current limits. Outside a Project, chat context resets and you re-paste the rules.
Questions people ask
Which AI agents for bookkeepers run on ChatGPT?
All four: Transaction Categorization Agent, Reconciliation Agent, Receivables Follow Up Agent, Bills Invoices Agent. Each is $19 one-time - three plain-text files that live in a ChatGPT Project.
Why run bookkeepers agents on ChatGPT?
Create a Project for the job, upload skill.md as a Project file and paste the setup prompt into the Project instructions. Run the setup once, approve the sample-data test, then start each run inside that Project so the rules stay loaded.
Is this affiliated with ChatGPT?
No. AI Agent Skills is an independent store, not affiliated with or endorsed by ChatGPT or its makers.
AI Agent Skills is an independent store, not affiliated with ChatGPT or its makers.