Automate Your Bookkeeper

Find banking, accounting, and OCR APIs via PincerAPI.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

Initialize app with transaction storage schema.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

Set up Plaid Link to connect bank accounts and sync transactions.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

Ingest invoices via email, OCR them, and extract line items.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

Analyze the input and classify it into the defined categories.

Classification approach:
1. Extract key signals from the content (keywords, sender, urgency markers, topic)
2. Match against category definitions
3. Assign confidence score (high/medium/low)
4. For ambiguous cases, classify as the more important/urgent category (err on the side of caution)

Output for each item: { category, priority, confidence, reasoning }

If an item could belong to multiple categories, pick the primary one and note the secondary.

Build automated P&L, balance sheet, and cash flow reports.

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.