Result
self-reportedSaved about $12K per year in outside bookkeeping; agent flags mismatches across bank statements, books, and email.
Elliott Michael Smith built an agent that connects to his accounting software and email through APIs, checks bank statements against the books and related threads, and flags anything that doesn’t match — including a year of contractor payments dumped into one account.
Who did it
Elliott Michael Smith (@TheElliottSmith)Multi-company owner / producerElliott Michael Smith on X · Oct 14, 2026
Try it now
- Connect read-only access to accounting software and the email inbox that holds invoices/receipts.
- Ask the agent to compare bank lines to book entries and related email threads; list mismatches only.
- Fix the flagged items yourself (or with your bookkeeper) before granting any write access.
You are my reconciliation agent. Using read-only access to [accounting tool] and [email], compare bank statement lines for [period] to booked transactions and related invoice threads. List every mismatch: possible double pay, wrong account, missing invoice, or lumped categories. Never change the books. Never invent a match.
Want this set up on your own site?
Build it with PageWhat to watch out for
Self-reported; he doesn’t name the model or product. Keep the agent read-only until you trust the flags. Build it with Page: a private mismatch board your agent fills and you clear.
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