31st-ai

Enter vendor bills, pay existing bills, record immediate-pay expenses, apply vendor credits, and review AP aging. Activate when the user mentions bills, vendor payments, bill pay, vendor credits, outstanding payables, AP aging, or vendor spending.

Create invoices, receive customer payments, record sales receipts, deposit Undeposited Funds, apply customer credits, and review AR aging. Activate when the user mentions invoices, customer payments, AR aging, collections, outstanding receivables, customer credits, refunds, or depositing Undeposited Funds.

Process bank and credit card feed transactions by draining CPA-approved reviews first, resolving entities, checking open documents, applying bounded QuickBooks history, flagging uncertain items, recording confident items, and marking every item. Activate when the user mentions bank feed, bank transactions, categorize transactions, unrecorded transactions, CPA review flags, or previewing feed transactions.

Reconcile bank and credit card accounts by running health checks, resolving duplicates and uncategorized items, delegating bank-feed processing, then completing the QuickBooks reconciliation via browser. Activate when the user mentions reconciliation, bank matching, uncleared items, account health, bank-feed cleanup, or closing the books.

Bootstrap a new or re-run QuickBooks Online client by verifying the environment, pulling 12 months of transaction history, building vendor and customer account baselines, and seeding agent memory after CPA approval. Activate when the user mentions onboarding, bootstrapping, new client setup, learning from history, or re-running onboarding analysis.

15 hooks across 1 event