ChatGPT agent: Bookkeeping, receipts & invoices

Find a list of missing invoices across work and personal email with ChatGPT agent

Testing ChatGPT agent, a poster gave it a list of invoices they owed their operations assistant, and they say it found all of them in their personal and work email. They also note it booked accommodation successfully (they had to contact the hotel to cancel the test booking) and estimate about a 40% end-to-end completion rate on complex tasks for now.

Write outgoing wire invoices with ChatGPT agent

The poster has ChatGPT agent write all their outgoing wire invoices and says it saves 5 minutes three times a week.

Poster says:5 minutes, 3 times a week

Categorize 419 ledger transactions into an Excel template with ChatGPT agent

Given an Excel ledger template and 419 transactions, ChatGPT agent asked for help on ambiguous merchants, then keyed in all ~400 rows and took 4 minutes.

Poster says:Done in 4 minutes

Allocate a 30-employee payroll journal across departments with ChatGPT agent

ChatGPT agent mapped a payroll CSV into a 30-employee allocation spreadsheet across 6 departments, making 180 entries and summing employer-paid columns in under 4 minutes.

Poster says:180 entries in under 4 minutes

Three-way match purchase orders against delivery and invoice docs with ChatGPT agent

In about 4 minutes ChatGPT agent checked that all 5 POs had matching delivery and invoice documents with no variances, combined the PDFs, and wrote a short report.

Poster says:Done in around 4 minutes