Your everyday workflows

~3 min

1 · Bookkeeping (do this daily)

1. Capture the expenseSnap a receipt at /agentbook/receipts, or just tell the chat “$42 gas, business”. AgentBook categorizes it.
2. Let the bank do the typingConnect an account at /agentbook/bank so transactions import automatically. (Bank sync is on paid plans.)
3. Clear the review queueCheck /agentbook/expenses now and then — confirm anything flagged, split personal from business.

2 · Tax filing (no surprises)

1. Watch your estimateOpen the Tax dashboard at /agentbook/tax for a live estimate of what you’ll owe and quarterly amounts.
2. Generate your packageAt /agentbook/tax-package, build a filing-ready PDF + CSVs (P&L, deductions, mileage).
3. File itAgentBook prepares everything; you (or your accountant) file it with the IRS / CRA / ATO. It isn’t lodged automatically.

3 · Personal finance (the whole picture)

1. Open your money viewGo to /personal for net worth, savings rate, and trends.
2. Connect personal accountsLink a bank so balances and spending update on their own.
3. Ask for a readIn chat: “how’s my savings rate?” or “am I on track this month?”.