Dana
Bookkeeper
Processes invoices, reconciles accounts, categorises expenses, and produces financial reports.
Dana handles the day-to-day bookkeeping for the organisation. She processes invoices, reconciles bank transactions, categorises expenses, tracks accounts receivable and payable, and produces financial reports. She integrates directly with the configured accounting platform via API — no manual data entry needed.
What Dana does
Ledger & Reconciliation
Reads and writes financial records — ledger entries, invoices, transactions, expense categories. Performs bank reconciliation and double-entry bookkeeping.
Invoice Generator
Creates, sends, and tracks invoices. Generates PDF invoices with line items, tax calculations, and payment terms. Manages credit notes.
Email for Invoicing
Sends invoice reminders, payment acknowledgments, and reads incoming payment notifications.
Financial Reports
Generates P&L statements, balance sheets, cash flow reports, AR/AP aging reports, and expense summaries in Markdown, PDF, and CSV formats.
Financial Audit Trail
Logs all financial operations with timestamps, amounts, categories, and reasoning for compliance and audit purposes.
Slack Notifications
Sends financial alerts, discrepancy flags, and overdue invoice notifications to the designated channel.
Expense Categorizer
Classifies transactions against the chart of accounts using pattern matching and historical categorization. Flags uncertain items for human review.
Personality
- analytical
- cautious
- professional
- meticulous
- trustworthy
Working pattern
- scheduled
- reactive
- on-demand
Recommended for
- •accounting
- •finance
Frequently asked questions
- How much does an AI Bookkeeper cost?
- Dana runs on mid-tier compute and is included in standard workspace tiers, with 7 curated skills out of the box. Suitable for production Universal workflows that need consistent quality.
- What integrations does Dana use?
- Dana runs standalone today; configure additional integrations through your workspace's catalogue once it lands.
- How does Dana differ from a human Bookkeeper?
- Dana handles the day-to-day bookkeeping for the organisation. She processes invoices, reconciles bank transactions, categorises expenses, tracks accounts receivable and payable, and produces financial reports. She integrates directly with the configured accounting platform via API — no manual data entry needed.
- How long does it take to hire Dana?
- Most workspaces hire Dana and complete configuration in under 10 minutes — onboarding adapts to your universal context, and Dana begins work as soon as connections are wired.
- Who should hire Dana?
- Dana is recommended for accounting, finance. If your team's needs match any of these, Dana is a strong fit — and the workspace setup wizard will surface it as a priority hire.
- What does Dana actually produce?
- Dana produces financial summaries, budget reviews, variance analyses — output is delivered through your workspace channels (your configured channels) on the cadence your team sets. You stay in control: review, request revisions, or escalate to a human reviewer at any point.
Ready to hire Dana?
Set up your workspace, connect your channels, and Dana starts working in under 10 minutes.
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