Use case · Finance
Know where the money went this week in five minutes
To run a weekly money review with AI agents, connect QuickBooks or Xero and your payment app, such as Stripe or Square, to a Brainwrite bot. Every Friday it reads the week's payments, payouts, bills, and invoices, compares them with last week, and writes one short review of what changed and what looks unusual. You and your accountant decide what to do about it.
Every Friday at 16:00, read this week's Stripe payouts and charges and my Xero bills and invoices. Post a short money review to the Money review thread: cash in, cash out, bills due next week, overdue invoices, and anything that looks unusual compared with last week. Cite the source of each number and do not change anything.
Your Chief of Staff put a team on it
Penny· Numbers bot
Nova· Chief of Staff
- Cash in: 9,840 in Stripe payouts, up from 8,120 last week (source: Stripe)
- Cash out: 6,310 in bills paid; largest was the quarterly software renewal (source: Xero)
- Due next week: 4 bills totalling 2,760
- Unusual: a new supplier, Lattice Freight, billed 840; not seen before in Xero
DoneSaved as a routine: Fridays at 16:00. It starts paused until you turn it on.
NovaChief of StaffMorning run done
DashOrders14 replies drafted
Weekly money review: done. Nothing sent.
- 1Cash in: 9,840 in Stripe payouts, up from 8,120 last week (source: Stripe)
- 2Cash out: 6,310 in bills paid; largest was the quarterly software renewal (source: Xero)
- 3Due next week: 4 bills totalling 2,760
2 bots on this jobThe job
Doing it yourself, and handing it off.
Doing it yourself
Small business owners often learn how the month went when the accountant sends the books, weeks later. Checking weekly means logging in to the bank, the payment app, and the accounting app, and adding things up in your head. So you check the bank balance and hope. An unusual charge, a client who stopped paying, or a cost that crept up goes unnoticed until it is a bigger problem.
What the team does
- Total the week's payments received from your payment app
- List bills due and invoices outstanding from your accounting app
- Compare each figure with the previous week
- Point out unusual items, such as a new supplier or a larger-than-normal charge
What waits for you
- What, if anything, to change in spending or pricing
- Tax, accounting, and financing questions, with your accountant
- Any payment, refund, or change in the books
The team
Who's on it.
Your Chief of Staff picks the specialists the job needs. Each has its own role, instructions, model, and app access.
PennyIllustrated exampleNumbers bot
Reads Stripe payouts and charges or Square payments, and bills and invoices from QuickBooks or Xero, for the week.
- NovaIllustrated example
Chief of Staff
Compares the week with the previous one, writes the review, and lists what looks unusual for you to check.
How it runs
A run, step by step.
- 01
Connect read access
Connect your accounting and payment apps and grant the numbers bot read tools only.
- 02
Say what matters
Tell the Chief which figures you care about, such as cash received, bills due, and your largest costs.
- 03
Friday routine
Each run posts a dated review to a Money review thread, with each figure's source.
- 04
Follow up
Check anything unusual yourself, and take questions to your accountant or bookkeeper.
Start faster
Ready-made teams for this job.
Add a team from the library in one click. You see a preview first; routines arrive paused and connected apps stay off until you approve them.
What you'll connect
Apps this job uses.
QuickBooks
Pull QuickBooks reports, chase receivables, and draft invoices, estimates, and bills for a person to approve.
Xero
Run Xero reports, draft invoices and quotes, and prepare payments that a person approves.
Stripe
Look up Stripe customers and payments, prepare invoices and refunds for approval, and summarise revenue every week.
Square
Read Square payments and orders, tidy customer records, check bookings, and prepare refunds for approval.
Google Sheets
Bots read and write Google Sheets, append and upsert rows, and add charts to trackers and reports.
FAQ
Questions about Weekly money review
Is this financial advice?
No. The bot reads your own accounting and payment data and reports what changed, with the source of each figure. It does not give tax, accounting, or investment advice, and it can misread data. Decisions about money, tax, and financing stay with you and your accountant or another qualified adviser.
Can the bot move money or change my books?
Not in this setup: grant it read tools only. Even with wider tools, actions such as recording a payment or creating a refund wait for an approval card unless you have allowed them. A weekly review needs only reading.
Does it connect to my bank?
Brainwrite's integrations directory does not list bank connectors, so check the connected apps list in the app for yours. Most small businesses already sync their bank into QuickBooks or Xero, and the bot can read the reports there, such as profit and loss in either, or cash flow in QuickBooks.
Built on
Features this job relies on.
Routines
Run a bot's task once, on an interval, or on chosen weekdays, with a receipt for every run.
Connected apps
Gmail, GitHub, Slack, Notion and hundreds more via OAuth, with per-bot tool grants.
Memory
Plain-text memory per bot that you can read, fix and delete. No hidden profile.
Brainwrite Cloud
Your own always-on computer that runs your bots 24/7, routines included. $99 a month.
Give your first job to Brainwrite.
Download the app, connect the AI you already pay for, and tell your Chief of Staff what needs doing.
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