Agents for your Chabad house
A team of agents for your Chabad house. The first one is running today.
Bookkeeping Agent reads your QuickBooks every morning and turns a photo of a check or a bill into a real entry once you’ve confirmed it. Donor and inbox agents are next.
Start setup Bookkeeping Agent — twelve questions, about five minutes.Agents for Shluchim
The team, and where each one stands.
Bookkeeping Agent
Reads your QuickBooks every morning, turns a photo of a check or a bill into a real entry once you confirm it, and catches the reconciliation nobody gets around to. Donor and gift tracking is joining it next.
Start setup →Executive Agent
Triages your inbox, keeps your calendar, and sends a daily digest so nothing falls through the cracks.
What it does
Six of them, and not one needs you to remember anything.
A look at your books, every morning
It goes through your QuickBooks overnight, every night. Uncategorized expenses, a vendor with no details, a transaction that doesn’t add up. They arrive in one email before you are up, and you never go looking for a report.
A photo becomes an entry
Photograph the check that came in this morning’s mail, or the bill from the plumber. It reads the amount, the name and the date, shows you what it read, and posts it to QuickBooks after you confirm. The photo stays attached to the transaction.
The reconciliation nobody gets around to
On the first of the month it works through the month that just closed. Including the one that catches Chabad houses: donations sitting in Undeposited Funds that never reached the bank. Money that looks booked and isn’t in your account is the mistake a yearly check finds eleven months late.
Invoices, written and sent
Say who and how much. It writes the invoice in QuickBooks and emails it out.
W-9s before January, not in January
The 1099 threshold is $2,000 as of 2026. It tells you when a contractor crosses it, while there is still time to ask him for the form.
Ask it a bookkeeping question
Which account does this belong in, what is QuickBooks asking me for, is this the right way to record it. It answers, and it can send an invoice if you tell it to. It gives no tax advice and it won’t reclassify anything you’ve already entered.
What it will not do
Your donors’ money is the last thing anyone hands to a machine. So it isn’t handed over.
It doesn’t guess into your books.
Every donation and every bill it reads stops at a screen showing you what it read. You confirm it, you correct it, or you throw it out. Nothing it extracted reaches QuickBooks any other way.
It can read your email. That is all it can do.
The Gmail connection is read-only. No permission to send, to reply, to delete, to file.
Your key, your account, your data.
It runs on your own Anthropic API key. The usage is on your bill and none of it sits on ours. If you walk away, you own everything it was built on.
It is not your accountant.
It keeps the books between the visits. Somebody qualified still signs them off at the end of the year, and should.
How it starts
Four steps. You do three of them.
Answer twelve questions.
Your name, your organization, where alerts should go, what you most want to be told about. Five minutes.
Connect QuickBooks.
On Intuit’s own screen, on Intuit’s production API. The app went through Intuit’s security assessment before it was allowed near a real company file.
Connect Gmail, read-only.
Google’s screen this time, and the only permission asked for is the one to read.
It tests itself before it turns on.
It runs a real query against both connections first. If either one isn’t right it stays switched off and tells you which.
Start it tonight and there’s an email waiting for you tomorrow morning.
We haven’t set a price yet. There is no card on this site and nothing charges automatically. Start the setup and we’ll agree the price with you.
Start setup Twelve questions, about five minutes.