The Library
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FunctionAll functions
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Polite chase email for an unpaid invoice
Three escalating chase templates in one go: friendly nudge (7 days), firmer follow-up (21 days), final notice (45 days).
Monthly Bookkeeping Agent
A deployable AI agent that runs your monthly close, BAS prep, and cash flow updates — AU-tax compliant. Configure once, run every month.
Quote-to-invoice converter agent
Job's accepted, work's done. This agent turns the original quote into a clean invoice with variations, payment terms, and a ready-to-send cover email.
Build a weekly bookkeeping rhythm for solo operators
30-minute Friday bookkeeping ritual: bank rec, invoice chase, expense capture, dashboard glance. Built for AU sole traders.
End-of-week cash + EFTPOS reconciliation agent
A 5-step weekly reconciliation: per-day match, tip handling, comp/staff meal check, GST scan, and the bookkeeper handover - so Monday opens clean.
Monthly multi-channel sales reconciliation agent
A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.
Voucher liability + commission split reconciliation agent
A voucher + commissions workflow specific to multi-chair personal-services venues: liability position, revenue treatment, commission splits, GST on expired vouchers, and clean journals.
Match Stripe payouts to bank deposits
Reconcile a week of Stripe payouts to the deposits in your bank feed — accounts for fees, refunds and chargebacks, flags anything that doesn't match.
End-of-week wage cost vs revenue snapshot
A Sunday-night wage % vs revenue snapshot for the week, with a single specific roster change recommendation for next week. Best day, worst day, and the why behind each.
Build a weekly bookkeeping rhythm for solo operators
30-minute Friday bookkeeping ritual: bank rec, invoice chase, expense capture, dashboard glance. Built for AU sole traders.
End-of-week cash + EFTPOS reconciliation agent
A 5-step weekly reconciliation: per-day match, tip handling, comp/staff meal check, GST scan, and the bookkeeper handover - so Monday opens clean.
Monthly Bookkeeping Agent
A deployable AI agent that runs your monthly close, BAS prep, and cash flow updates — AU-tax compliant. Configure once, run every month.
Monthly multi-channel sales reconciliation agent
A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.
Messy data cleaning checklist
Walk through a prioritised, teach-me-as-you-go cleanup of a messy Excel file.
Payroll summary sheet
Structure a monthly AU payroll summary with gross, super, PAYG, net, and compliance reminders.
Cash flow forecast agent (12-week rolling)
Solo operator's cash flow tool: takes scheduled jobs + outstanding invoices + known costs, projects 12 weeks ahead, flags any tight weeks before they hit.
Categorise a messy bank statement into GL accounts
Paste a CSV bank export, get every line categorised to your chart of accounts with GST treatment and a confidence flag for the dodgy ones.
Workflow: invoice processing + Xero categorisation
Processes incoming invoices, extracts line items, categorises in Xero, and flags anomalies.
Quarterly BAS prep agent for solo coaches
A 5-step BAS prep workflow for solo coaches: income split, expense categories, GST position, owner-pay check, and the 5 questions to ask the accountant.
Run an end-of-month bookkeeping close
Full month-end close checklist for an AU small business: reconciliations, accruals, anomaly hunt, and a clean handoff pack for the accountant.
Monthly takings vs expenses summary to your bookkeeper
A monthly summary email to your bookkeeper with headline numbers, income breakdown, expense breakdown, notes/queries, and what you'll attach. Stops them chasing you each BAS quarter.
Categorise mobile + in-salon income for the BAS
BAS-ready categorisation that splits mobile vs in-salon appointments, applies ATO cents-per-km vehicle deduction against the mobile side, and gives a margin snapshot per channel.
PSI + contractor income classification agent for creative freelancers
A PSI classification workflow for creative freelancers: apply the 4 ATO tests, name the deduction impact, and produce the questions to take to the accountant before lodgement.
Categorise Excel transactions into BAS categories
Copilot reads each bank transaction in Excel and assigns BAS category, GST flag, and confidence, then surfaces the 10 most ambiguous rows for human review.
Weekly food cost % review agent
A weekly food cost workflow: real % calculated, gap explained, three likely leaks, one menu-level fix, and three numbers to track next week.
Categorise a month of Shopify transactions for the BAS
Drop in a month of Shopify transactions and get a BAS-ready categorisation table — category, GST status, notes, totals, and flagged items for your bookkeeper.
Workflow: bookkeeping prep for monthly close
Runs the monthly bookkeeping prep — categorisation, reconciliation, exception flagging.
Monthly money review agent: income, tax to set aside, owner pay
A 5-output money review for solo coaches: profit, tax to set aside, owner-pay verdict, the one trend to watch, and the next habit to install.
Bookkeeping agent: receipt to Xero entry
Snap a receipt, this agent extracts the data, classifies it (job-attributable vs overhead), prepares the Xero entry, and flags anything weird for your bookkeeper.
Inventory and margin review agent for online sellers
A true-margin review for online sellers: per-product margin including fees and ads, the loss-maker list, slow-mover flag, three actions, and the one metric to track monthly.
Categorise a venue's weekly POS export
Categorise a week of POS takings (Square / Lightspeed / similar) into Xero-ready categories with GST status, fees and bookkeeper-flag column. Totals by category at the bottom.