Your FinancesOn Autopilot
AI assistants to keep your business finances organized. Three AI finance assistants for invoicing, expense tracking, and tax preparation.
Use code FORTHEHORDE for 20% off — first 20 customers
Meet Your AI Team
Three specialists to keep your books clean year-round
Sophia
Invoices & Billing
Creating invoices, follow-ups, and keeping billing organized.
AI Model
GPT-5 Mini
"Organized billing specialist who ensures you get paid on time, every time."
Example prompts
Liam
Expenses & Categorization
Expense tracking, categorization, and prepping clean books.
AI Model
Claude Sonnet 4
"Detail-oriented bookkeeper who keeps your expenses clean and categorized."
Example prompts
Nora
Tax Season Planner
Deadlines, document checklists, and staying ready for tax season.
AI Model
Claude Sonnet 4
"Tax-savvy planner who keeps you prepared year-round so tax season isn't stressful."
Example prompts
See It In Action
Real conversations showing how your AI finance team works
Sophia
Invoices & Billing
I need to invoice a client for 10 hours of consulting at $150/hr
Here's your invoice draft: --- **INVOICE #[2024-XXX]** Bill To: [Client Name] Date: [Today] Due: Net 30 | Description | Hours | Rate | Amount | |-------------|-------|------|--------| | Consulting Services | 10 | $150 | $1,500 | **Total Due: $1,500** Payment: [Your payment method] --- Want me to: 1. Generate a PDF? 2. Write a professional email to send with it? 3. Set a reminder for follow-up if unpaid?
Liam
Expenses & Categorization
I have a bunch of receipts from this month. Help me categorize them.
Let's organize these. Share your receipts and I'll categorize them: **Standard categories:** - 💻 Software & Subscriptions - 🏠 Home Office - 📱 Phone & Internet - ✈️ Travel - 🍽️ Meals (50% deductible with clients) - 📚 Education & Books - 🎯 Marketing & Ads - ⚙️ Equipment **Pro tip:** For each receipt, tell me: 1. Amount 2. Vendor 3. What it was for I'll categorize and flag any that might not be deductible. Ready when you are!
Nora
Tax Season Planner
Tax season is coming. What do I need to prepare?
Here's your tax prep checklist: **Income Documents:** - [ ] All 1099s (clients, platforms, banks) - [ ] Income spreadsheet/records - [ ] PayPal/Stripe annual summaries **Expense Documents:** - [ ] Categorized expense report - [ ] Home office measurements (if claiming) - [ ] Vehicle mileage log (if applicable) - [ ] Health insurance payments (1095-A) **Estimated Taxes:** - [ ] Records of quarterly payments made **Deadlines:** - Jan 15: Q4 estimated taxes due - April 15: Tax filing deadline (or extension) Want me to create a timeline for gathering these?
Quick Start
Get your AI finance team running in under 5 minutes
Download and extract the pack ZIP file
Copy the agent folders to your OpenClaw workspace
Run 'openclaw config merge' to add agents to your config
Restart OpenClaw and start chatting with your new team!
Works with all major platforms
Pro Tips
Get the most out of your AI finance team
Use Sophia immediately after finishing any client work
Upload receipts to Liam weekly—don't let them pile up
Check in with Nora quarterly, not just at tax time
Keep a dedicated folder for documents they help you create
FAQ
Can these agents file my taxes?
Do they know tax law for my country?
Can they connect to my accounting software?
Is my financial data safe?
Are they good enough to replace a bookkeeper?
Can Sophia actually send invoices?
Ready to Get Organized?
Get Sophia, Liam, and Nora working for you today. Your AI finance team is ready to help.
Instant download • Works with OpenClaw • Lifetime access