The four agents, on Microsoft Copilot
Transaction Categorization Agent for Microsoft Copilot
It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status.
Setup guide →Reconciliation Agent for Microsoft Copilot
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 Microsoft Copilot
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 Microsoft Copilot
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 Microsoft Copilot
With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.
Honest limits
Notebooks need a work or school Microsoft 365 Copilot license. In consumer Copilot, treat each session as fresh: re-attach the files and re-paste the usage prompt.
Questions people ask
Which AI agents for bookkeepers run on Microsoft Copilot?
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 Microsoft 365 Copilot Notebook.
Why run bookkeepers agents on Microsoft Copilot?
With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.
Is this affiliated with Microsoft Copilot?
No. AI Agent Skills is an independent store, not affiliated with or endorsed by Microsoft Copilot or its makers.
AI Agent Skills is an independent store, not affiliated with Microsoft Copilot or its makers.