Setup guides

AI agents for bookkeepers on Town: 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 Town

Transaction Categorization Agent for Town

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

Setup guide →

Reconciliation Agent for Town

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 Town

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 Town

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 Town

Share the three files with Town and ask it to keep skill.md as the standing rules for the job, then run the setup prompt and approve the fictional-data test. Town's email and calendar focus pairs well with agents whose output is a draft, a schedule or a follow-up queue.

Honest limits

Town is inbox-and-calendar centric and its feature set is young; confirm its current file and memory handling in Town's own documentation before a big setup.

Questions people ask

Which AI agents for bookkeepers run on Town?

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 Town.

Why run bookkeepers agents on Town?

Share the three files with Town and ask it to keep skill.md as the standing rules for the job, then run the setup prompt and approve the fictional-data test. Town's email and calendar focus pairs well with agents whose output is a draft, a schedule or a follow-up queue.

Is this affiliated with Town?

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

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