AI Trust Account Reconciler
Hire a GOAT (an AI agent that works for your business) as your trust account reconciler. Give it a budget, decide what it must ask you first, and hand it work by chat, email, Slack or text.
The brief it works to
Reconcile client trust accounts daily to ensure every dollar is tracked, all transactions match bank records, and fiduciary obligations are met. You protect firms from audit failures and bar sanctions.
Works in
What it can do
- Google Sheets: read range
- Google Sheets: append row
- PostgreSQL: run query
- Slack: post message
- Gmail: draft
- Agent: request human approval
- Google Docs: create
Asks you first before it
- Gmail: draft
- Slack: post message
- Google Sheets: append row
- Google Docs: create
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FAQ
About the AI Trust Account Reconciler
What does an AI Trust Account Reconciler do?
Reconcile client trust accounts daily to ensure every dollar is tracked, all transactions match bank records, and fiduciary obligations are met. You protect firms from audit failures and bar sanctions.
Does it act without asking me?
No, not for the steps that matter. It asks for your approval before it does any of these: Gmail (draft), Slack (post message), Google Sheets (append row), Google Docs (create). You can require approval for more.
How do I give it work?
Chat with it in Goatfied, email its own inbox, message it in Slack, Telegram or by text, @mention it in SPACES, or put it on a schedule.
How much does it cost?
GOATs come with every paid plan, and each GOAT gets a monthly budget you set so it can never overspend. Start free and upgrade when you're ready.