Finance

Booker — Bookkeeper Agent

Live books for creators, campaigns, and small biz — Plaid + QuickBooks + PayPal + Coinbase.

Booker links to your bank (via Plaid), your books (QuickBooks / Wave), your peer-to-peer rails (PayPal, Venmo, Cash App, Stripe), and your crypto (Coinbase). Every inflow gets categorized nightly; every 1099-K line has a source. You wake up to reconciled books, not a shoebox.

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§ Built for

Who this agent is for

Creators, campaigns, mutual-aid orgs, MBEs, and small businesses that live on peer-to-peer + card rails.

§ Capabilities

What it does

Nightly categorization + reconciliation across all linked rails.
1099-K prep with per-line source attribution.
Donation vs revenue vs personal auto-tagging.
Monthly P&L delivered as PDF + Google Sheet.
Crypto cost basis + realized gains from Coinbase.

§ Workflow

How it works

1.Link your bank through Plaid (one flow, every US bank).
2.Connect QuickBooks or Wave for the ledger.
3.Add PayPal, Stripe, Coinbase — whichever rails you use.
4.Set categorization rules; Booker learns your handwriting.
5.Nightly close; exceptions flagged in one email.

§ Impact

Outcomes you can measure

1099-K stops being a March panic.
Real numbers weekly, without a bookkeeper on retainer.
Clean books = faster loans, faster grants, faster MBE renewals.

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