Personal Bookkeeper Agent

Track expenses, categorize spending, generate monthly summaries, and flag unusual transactions automatically.

€49 one-time

Coming soon — personal edition at €49

Coming Soon

Your Finances, on Autopilot

Import your transactions, set your categories, and let the agent handle expense tracking, monthly reports, and anomaly detection — every day.

📄

Expense Categorization

Automatically sorts every transaction into categories like groceries, subscriptions, dining, transport, and more. Learns your patterns over time.

📊

Monthly Reports

Generates detailed monthly spending summaries with category breakdowns, trends, and comparisons to previous months. Export as PDF or CSV.

💰

Tax-Ready Summaries

Flags deductible expenses and generates year-end summaries organized by tax category. Makes tax season painless.

🚨

Transaction Alerts

Detects unusual spending patterns, duplicate charges, and transactions above your set thresholds. Get notified before problems grow.

🎯

Budget Tracking

Set monthly budgets per category. The agent tracks progress in real time and warns you when you're approaching limits.

🏦

Multi-Account Support

Import transactions from multiple bank accounts, credit cards, and payment apps. Unified view of all your finances in one place.

See It in Action

Run one file. Import your data. Reports are ready in seconds.

$ python bookkeeper.py import bank.csv
Importing 347 transactions...
✓ 347 transactions categorized
Categories: Groceries (89), Dining (45), Transport (38)...
Import & Auto-Categorize
$ python bookkeeper.py report --month 2026-03
Monthly Report: March 2026
Total Spent: €2,847.32
Top Category: Groceries (€612.40)
Budget Status: 78% used (on track)
Monthly Report Generation
$ python bookkeeper.py alerts
⚠ Unusual: €289.00 at Electronics Store
⚠ Duplicate: €14.99 Netflix (charged twice)
✓ Budget alert: Dining at 92% of limit
Transaction Alerts
$ python bookkeeper.py tax-summary 2026
Tax Summary: 2026
Deductible Expenses: €4,320.00
Categories: Office (12), Travel (8), Software (15)
Exported: tax_summary_2026.pdf
Tax-Ready Export

How It Works

1

Connect Your Accounts

Import CSV or OFX files from your bank, credit cards, or payment apps. Supports all major formats and multiple accounts simultaneously.

2

Set Your Categories

Choose from pre-built categories or define your own. Set monthly budgets, alert thresholds, and tax-deductible flags for each category.

3

Agent Categorizes & Reports

The AI agent automatically categorizes every transaction, generates monthly reports, flags anomalies, and tracks your budgets — hands-free.

What's Included

  • Complete Python agent (bookkeeper.py) — runs standalone or as a scheduled task
  • One-click installer (install.py) — guided setup wizard, ready in under 5 minutes
  • Pre-built category templates for personal and freelancer use
  • CSV and OFX import module — works with any bank export format
  • Monthly and yearly report generator with PDF and CSV export
  • Transaction alert engine with configurable thresholds
  • Budget tracker with real-time progress monitoring
  • Tax-ready summary generator organized by deductible categories
  • Multi-account merger — unified view across all accounts
  • Step-by-step guide with examples and customization instructions

System Requirements

  • Windows 10+, macOS 10.15+, or Linux
  • 4 GB RAM
  • Internet connection
  • No coding required

Start Tracking Your Finances Today

One-time purchase. No subscription. Runs on your machine. 30-day money-back guarantee.

Personal Bookkeeper Agent — Coming Soon Need help? Book a setup call → ← View all prompt packs

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