Setup guides

AI agents for bookkeepers on DeepSeek: categorize, reconcile and follow up with less chasing.

The work is accuracy at volume: uncoded transactions, unmatched rows, invoices nobody chased. These four agents prepare the review queues with evidence. Posting and sending stay with you.

The four agents, on DeepSeek

Transaction Categorization Agent for DeepSeek

It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status.

Setup guide →

Reconciliation Agent for DeepSeek

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 DeepSeek

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 DeepSeek

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 DeepSeek

Upload skill.md at the start of a chat, paste the setup prompt, and approve the sample-data test. Keep the three files in a folder you can reach: each new chat starts fresh, so you re-attach skill.md and re-paste the usage prompt per run.

Honest limits

DeepSeek has no persistent custom-agent feature, so context resets between chats - the agent behaves like a well-packaged DIY prompt: still faster than writing your own, without standing-cycle persistence.

Questions people ask

Which AI agents for bookkeepers run on DeepSeek?

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 DeepSeek chat.

Why run bookkeepers agents on DeepSeek?

Upload skill.md at the start of a chat, paste the setup prompt, and approve the sample-data test. Keep the three files in a folder you can reach: each new chat starts fresh, so you re-attach skill.md and re-paste the usage prompt per run.

Is this affiliated with DeepSeek?

No. AI Agent Skills is an independent store, not affiliated with or endorsed by DeepSeek or its makers.

AI Agent Skills is an independent store, not affiliated with DeepSeek or its makers.