Setup guides

AI agents for bookkeepers on Gemini: 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 Gemini

Transaction Categorization Agent for Gemini

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

Setup guide →

Reconciliation Agent for Gemini

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 Gemini

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 Gemini

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 Gemini

Create a Gem whose instructions are the skill.md contents plus the setup prompt, then run the setup. Gems keep their instructions between sessions, so the agent's rules persist. For Sheets work, Gemini's Workspace integration makes it the natural home for these agents.

Honest limits

Gems are created and edited on the web, and some Workspace features depend on your plan. As with any assistant, approve the sample-data run before real data.

Questions people ask

Which AI agents for bookkeepers run on Gemini?

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 Gemini Gem.

Why run bookkeepers agents on Gemini?

Create a Gem whose instructions are the skill.md contents plus the setup prompt, then run the setup. Gems keep their instructions between sessions, so the agent's rules persist. For Sheets work, Gemini's Workspace integration makes it the natural home for these agents.

Is this affiliated with Gemini?

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

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