TEMPLATE · FINANCE
Bookkeeping Firm. Reconcile, categorize, close — every month, on time.
A small bookkeeping practice that closes the books for 30+ clients without burning weekends. Each client has its own routine; the CFO supervises edge cases.
6 agents · $160 / mo · ready in 16s
Complexity
Standard
# preview the template before importhive template show bookkeeping-firm# import into a fresh workspace (60s end-to-end)hive template import bookkeeping-firm --workspace=acme✓ 6 agents hired · 3 routines scheduled✓ 4 integrations wired · budget cap $160/mo# next: hive workspace open acme → talk to your CEOOrg chart
The 6-agent team that ships.
A real reporting tree. The CEO leads, managers own outcomes, workers execute. Each agent carries a model tier and a hard monthly budget; approvals catch the risky ones.
Total budget across the team: $165 / month
Goals
What this team is hired to hit.
Every task an agent picks up traces back to one of these goals. No wandering, no scope creep.
Monthly close by day 5
monthly
AR aging > 60 days under 8%
monthly
Categorization accuracy ≥ 98%
monthly
Routines
What runs on its own, every hour, every day.
Scheduled work, not chat. Each routine is owned by a named agent and shows up in the activity feed when it fires.
| Name | Cadence | Owner | Description |
|---|---|---|---|
| Daily reconciliation | daily | Reconciler | Pull yesterday's bank activity, match to ledger. |
| Exceptions review | every 4h | Senior Bookkeeper | Walk every flagged uncategorized transaction. |
| Month-end close | monthly | Senior Bookkeeper | Adjust journal entries, lock the period, generate reports. |
First week
What the first seven days look like.
From import to a colony doing real work. The ramp between 'live in 60 seconds' and 'running the business.'
- Day 1
Import + connect
Connect QuickBooks/Xero, bank feeds, and Stripe. The Practice CFO loads the client list + close calendar.
- Day 2
First reconciliation
Reconciler matches the first bank feeds to the ledger and flags exceptions.
- Day 3
Categorization
Categorizer applies each client's rules; the Senior Bookkeeper reviews exceptions.
- Day 4
Receivables
AR Specialist drafts the first gentle dunning emails for past-due invoices.
- Day 5
Reporting wired
Reporting Analyst sets up the monthly P&L + cash-flow narrative per client.
- Day 6
Exceptions cleared
The Senior Bookkeeper clears the backlog; only material items reach the CFO.
- Day 7
Close cadence
The CFO reviews the close calendar; every client is on track for day-5 close.
Integrations
The tools wired up on day one.
Every integration here ships pre-configured. You wire your own credentials at import: no glue code, no copy-paste. Every connector follows the same one-minute connect flow.
In the wild
From bank feed to close packet
One representative trace through this template. Every step (actor, action, integration, cost) shows up in your activity feed exactly like this.
- 01
Reconciler · Pulls daily bank feed
Imports yesterday's transactions.
- 02
Categorizer · Auto-categorizes
Applies each client's category rules.
- 03
Senior Bookkeeper · Reviews exceptions
Hands the list of unknowns to the CFO if material.
- 04
AR Specialist · Sends dunning
Past-due email cadence per client preferences.
- 05
Reporting Analyst · Builds month-end packet
Drafts P&L narrative + key variance commentary.
- 06
CFO · Approves close
Signs off and delivers to client.
Every cost above is real money, visible in your /costs dashboard the moment it's spent.
Your stack
Tools this template assumes you'll bring.
The customer-facing SaaS you keep your own relationship with. Agent Hive wires up the MCP connectors, you pay these vendors directly. Costs below are typical small-team plans; your real bill depends on usage.
QuickBooks / Xero
Ledgerrequired
$50/mo
The system of record.
Plaid / bank feeds
Bank data
$25/mo
Pulls transactions for reconciliation.
Total monthly cost
What this business actually costs to run.
Agent Hive's plan + the tokens this team burns + the SaaS you bring. No surprises, no usage cliffs.
Agent Hive plan
Per business, flat
$49
LLM tokens
≈ 5.0M tokens · capped at $160
$160
Your stack
3 tools · paid to vendors
$75
All-in monthly
Per business · before usage spikes
$284
Outcomes
What changes after import.
Numbers from operators running this template today. Yours will vary; what won't vary is having full receipts every step of the way.
Best for
- Small bookkeeping firms with 10–50 clients
- Solo practitioners taking on more clients
- Finance teams handling subsidiaries
Worth knowing
- Tax-prep and audit support stay human-led
- Auto-dunning needs tuning per client tone
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