AI Bookkeeping Monthly Summary Drafter
About this app
WHAT IT DOES
This AI agent generates clear, professional monthly summaries for bookkeeping. Given monthly financial data — income, expenses, account balances, key transactions, and any notable variances — it drafts a structured summary suitable for a client or internal review. The output includes an overview of income and expenses, key transactions, notable variances or trends, account balances, and notes or action items. The tone is professional and neutral, helping bookkeepers and accountants communicate financial insights clearly and efficiently.
HOW TO USE
Open the agent in BotSurf. Paste your BGAI API key once (the host prompts you if missing). In the input box, describe your monthly financial data. Press "Draft summary". The AI returns a structured monthly summary in the panel. You can also select text from any page and click "Use page selection" to fill the input automatically. The panel can be dragged, snapped to screen edges, collapsed, or closed with the Escape key.
WHAT IT SENDS
Exactly the text you type into the input box, plus the system prompt that instructs the model on how to format the summary. No other data is transmitted. The agent does not send your location, browsing history, or any other information. Usage logs record only the count of runs for billing purposes — not the content of your requests or the generated responses. The output is returned directly to you and is not stored or used for training.
SUBSCRIPTION
$19.99 per month with a 7-day free trial. Includes 100 runs per month. Cancel anytime during the trial or at any point after — no lock-in, no hidden fees. Unused runs do not roll over.
THE PANEL
The agent runs in BotSurf's floating panel interface. Drag the panel by its handle to reposition it anywhere on screen. Snap it to any edge for a tidy layout. Click the collapse button to minimize it to a compact bubble, or press the Escape key to close it entirely. Reopen it from the BotSurf toolbar at any time.
PLEASE NOTE
AI can be wrong. This agent generates a draft summary of financial data — not professional financial advice. Always verify all figures against source records and consult with a qualified professional for specific guidance. The agent does not replace professional accounting or bookkeeping judgment.
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