Your worker categorizes transactions, enters bills, chases receivables and prepares the month-end close.
Categorize transactions — Learns your rules, flags anomalies.
Bill entry — From email attachment to booked bill.
Receivables — Polite, persistent follow-ups.
Month-end close — Checklists, accruals and P&L summary.
Example : « Categorize this month » → Loading 486 transactions → Applying rules → Flagging 4 anomalies → Books categorized.
Example : « Enter supplier bills » → Reading 19 PDFs → Extracting lines → Creating bills → 19 bills entered.
Example : « Prepare the close » → Running checklist → Booking accruals → Writing P&L summary → Close pack ready.
Recommended workers : Jeanne, Vance.
In the Delos app, open Connectors, pick QuickBooks and authorize access. No code.