The four agents, on Perplexity
Transaction Categorization Agent for Perplexity
It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status.
Setup guide →Reconciliation Agent for Perplexity
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 Perplexity
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 Perplexity
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 Perplexity
Create a Space for the job, upload the three files, and paste the setup prompt into the Space instructions. Run the setup, approve the sample-data test, and start each run in that Space. Save the agent's output where your work lives (Sheets, Docs).
Honest limits
Perplexity is research-first: it drafts and reasons well, but writes to your Google Workspace happen where you save the output. File and Space limits depend on your plan.
Questions people ask
Which AI agents for bookkeepers run on Perplexity?
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 Perplexity Space.
Why run bookkeepers agents on Perplexity?
Create a Space for the job, upload the three files, and paste the setup prompt into the Space instructions. Run the setup, approve the sample-data test, and start each run in that Space. Save the agent's output where your work lives (Sheets, Docs).
Is this affiliated with Perplexity?
No. AI Agent Skills is an independent store, not affiliated with or endorsed by Perplexity or its makers.
AI Agent Skills is an independent store, not affiliated with Perplexity or its makers.