AgentSurge
Tier 2 Premium · Finance
Bookkeeper

Books that reconcile themselves.

Forward a receipt. The agent OCRs it, categorizes by Schedule C line, and reconciles against your Stripe + bank activity — quietly, automatically, all month long.

The Problem

Bookkeeping eats the weekend before tax season.

You shove receipts in a glove box for 11 months, then panic-sort them in March. Bookkeeper turns it into a 30-second habit: snap a photo, forward an email, done. The agent OCRs, categorizes, and keeps your Schedule C tax-ready in real time.
How It Works

Receipts in, clean books out.

STEP 01Forward a Receipt

Text or email a photo of any receipt to your dedicated bookkeeper address. Or paper-clip it from your existing email.

STEP 02Anthropic Vision OCR

Claude vision extracts vendor, date, amount, line items, tax — even from blurry crumpled photos. No template matching, no manual entry.

STEP 03Schedule C Auto-Categorize

Each transaction tagged to the right Schedule C line — fuel, supplies, contract labor, advertising, equipment. Editable when it gets it wrong.

STEP 04Stripe + Manual Sync

Stripe webhooks sync revenue automatically. Add manual transactions for cash jobs in two taps. One unified ledger.

STEP 05QBO Sync (planned)

QuickBooks Online sync on the roadmap — when shipped, your bookkeeper or CPA pulls a clean GL with one click.

STEP 06Tax-Ready Always

At any moment, your Schedule C is current. P&L, expense categories, income — all exportable for your CPA.

Built With

Production stack.

Anthropic Claude Vision Stripe Webhooks Resend Inbound Email Trigger.dev Supabase Postgres QBO Sync (planned)
Connects With

Closes the financial loop.

I
Invoice Follow-Up
← Reconciles paid invoices
What You Get

Tax season as a non-event.

30s
Per Receipt

Snap, forward, done. No spreadsheet, no shoebox, no March panic.

Schedule C
Auto-Mapped

Every transaction lands on the right tax line — editable when it matters.

Stripe
Real-Time Sync

Revenue mirrored the moment it lands. Manual entries for cash jobs.

CPA
Ready

Export a clean P&L any time. Your CPA loves you.

Stop dreading the shoebox.

Connect your Stripe + your inbox. Forward your first receipt today.

See it live
AgentSurge · Bookkeeper agentsurge.ai