1. Transaction categorization proposals
When to use it: When uncoded transactions pile up before close.
Inputs: The uncoded transaction export, your category list, 2-3 past examples per tricky category.
Starting prompt:
Propose a category for each of these uncoded transactions: [paste]. For each: date, payee, amount, proposed category, the evidence, review status. Follow these past examples: [paste]. Save as a Google Sheet.Expected output: A proposal sheet where you approve a batch instead of coding row by row.
Boundary: Proposals only. Nothing posts to the books without your approval.
Ready-made: the Transaction Categorization Agent runs this as a standing workflow with gates, $19 one-time.
2. Bank reconciliation matching
When to use it: On close day, before the exceptions find you at 6pm.
Inputs: The statement export and the ledger export.
Starting prompt:
Match these statement rows to ledger rows: [paste/link]. Output one row per pair: statement row, ledger row, match status, difference, next action. List every unmatched row as an exception.Expected output: A matched sheet plus a complete exception list with differences.
Boundary: It lists exceptions with proposed next actions; fixes stay with you.
Ready-made: the Reconciliation Agent runs this as a standing workflow with gates, $19 one-time.
3. Invoice reminder drafts
When to use it: Weekly, for every open receivable.
Inputs: Your open invoice list with amounts and due dates.
Starting prompt:
Check these open invoices: [link sheet]. For each one past due, draft a reminder: customer, invoice, amount due, days overdue, a firm but polite draft, approval status. Save as a Google Sheet.Expected output: Reminder drafts queued with days overdue, ready for your send approval.
Boundary: It drafts. Sending anything to a customer waits for you.
Ready-made: the Receivables Follow-up Agent runs this as a standing workflow with gates, $19 one-time.
4. Bills capture and duplicate check
When to use it: As bills arrive, before month-end surprises.
Inputs: The new bills (text, amounts, vendors, dates), your recorded bills sheet.
Starting prompt:
Process these new bills: [paste]. Capture vendor, invoice number, amount, due date. Check each against the recorded bills sheet for duplicates by vendor, number and amount. Output a review queue.Expected output: A due-item queue with duplicates flagged before they get paid twice.
Boundary: It flags suspects; you confirm duplicates. It never pays anything.
Ready-made: the Bills & Invoices Agent runs this as a standing workflow with gates, $19 one-time.
5. Month-end close checklist
When to use it: First day of close, every month.
Inputs: Your close steps, the accounts in scope, last month’s checklist.
Starting prompt:
Build this month’s close checklist from these steps: [paste]. One row per step: task, account, owner, due day, status, evidence link. Carry over last month’s open items marked CARRIED OVER.Expected output: A close checklist where nothing relies on memory.
Boundary: It tracks completion; sign-off on each step stays with the preparer.
Ready-made: no agent for this one yet.
6. Vendor spend summary
When to use it: When a client or owner asks where the money went.
Inputs: The categorized transaction export for the period.
Starting prompt:
Summarize spend by vendor for this period: [paste/link]. Per vendor: total, transaction count, month-over-month change, largest single transaction. Flag vendors with >30% increases.Expected output: A vendor summary that answers the question in one table.
Boundary: It reports on approved rows; commentary on why stays with you.
Ready-made: no agent for this one yet.
7. Duplicate payment sweep
When to use it: Quarterly, or after any system migration.
Inputs: The payments export for the period.
Starting prompt:
Find potential duplicate payments in this export: [paste]. Match on vendor + amount + date within 5 days. Output suspect pairs side by side with a confidence note. Do not mark anything certain duplicate.Expected output: A suspect-pair list worth ten minutes of review.
Boundary: Suspects only - recovery actions are yours to take.
Ready-made: no agent for this one yet.
8. Client report pack assembly
When to use it: Month-end, per client, when the pack is due.
Inputs: The period’s approved reports and the client’s preferred format.
Starting prompt:
Assemble this client’s report pack from these approved reports: [paste/link]. Use their format: [paste]. List every included report with its period and source. Flag anything past its expected date.Expected output: A complete pack manifest with sources, missing items flagged.
Boundary: It assembles from approved reports; it does not change the numbers.
Ready-made: no agent for this one yet.
Quick comparison
| Workflow | Effort | Cadence | Risk | Ready-made agent |
|---|---|---|---|---|
| 1. Transaction categorization proposals | One paste per run | Per close | Draft-first, review before use | Transaction Categorization Agent |
| 2. Bank reconciliation matching | One paste per run | Per close | Draft-first, review before use | Reconciliation Agent |
| 3. Invoice reminder drafts | One paste per run | Weekly | Draft-first, review before use | Receivables Follow-up Agent |
| 4. Bills capture and duplicate check | One paste per run | Monthly | Draft-first, review before use | Bills & Invoices Agent |
| 5. Month-end close checklist | One paste per run | Per close | Draft-first, review before use | none yet |
| 6. Vendor spend summary | One paste per run | Per event | Draft-first, review before use | none yet |
| 7. Duplicate payment sweep | One paste per run | Quarterly | Draft-first, review before use | none yet |
| 8. Client report pack assembly | One paste per run | Monthly | Draft-first, review before use | none yet |
Free download
Get the Reconciliation checklist (CSV) - the companion file for these workflows, with sample rows filled in.
Platform notes
Hermes Agent is a third-party product (https://hermes-agent.nousresearch.com). We are not affiliated with or endorsed by them. Capabilities and names verified 2026-09-13; re-check before relying on specifics. The prompts above are platform-agnostic - they work in any capable assistant.
Want the job done instead of prompted? Browse the bookkeepers agent menu or the AI agents for bookkeepers guide.
Questions people ask
Are these Hermes Agent workflows free?
Yes - every item includes a starting prompt you can copy free. Matching $19 standing agents are linked where they exist.
Are you affiliated with Hermes Agent?
No. AI Agent Skills is an independent store; Hermes Agent is named only because these workflows run on it. Facts checked 13 September 2026.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.