Bookkeeper
Hire Lindy as your bookkeeper.
Lindy logs every invoice, chases the unpaid ones and keeps the month-end close moving.
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Processing the week’s invoices
gmail.search14 invoices · 3 inboxes✓
invoice.extracttotals, dates, line items✓
sheets.append14 rows · flags set✓
3 tool calls · done in 1m 10sFourteen logged, one flagged. Every total checked against its order, due dates on the calendar, and the CloudHost mismatch is waiting on their reply:
+3Checking receivables
quickbooks.readopen invoices · 41✓
stripe.readfailed and pending charges✓gmail.send6 reminders · tone by age✓
3 tool calls · done in 45sSix invoices overdue, $48k total. Reminders are out: a friendly one for the four under 15 days, a firmer one for the two over 30. Northwind replied that payment goes out Friday, so I noted it and paused their reminders:
Overdue invoicesThis week+3
Sending the nudges
slack.dm5 people · what they owe, exactly✓gmail.send2 approval reminders → Dana✓2 tool calls · done in 20sChase running. Each person got a note naming exactly what they owe and the deadline. Anyone still outstanding Thursday gets the firmer version, and you get the holdout list.
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Invoice intake · this weekLoggedSpend flags · this weekWeeklyWorks with all your tools
QuickBooks
XeroStripe
Gmail
Google SheetsSlackHand Lindy work wherever you are.
@Lindy in Slack
Ask in any channel or DM, and your team sees the work as it happens.
Text Lindy
Message Lindy from your phone, like you would any teammate.
Send a voice memo
Talk it through on your way out. Lindy turns it into work.
Get paid on time, close on time.
Small finance tasks pile up fast: an invoice to log, a customer to chase, a receipt someone still owes you. Lindy keeps on top of all of it.
Without Lindy
- ×Invoices typed into a sheet by hand.
- ×Awkward payment reminders nobody wants to send.
- ×A close that drags because three people owe receipts.
With Lindy
- Every invoice logged and checked against its order.
- Polite, persistent reminders until it’s paid.
- Blockers chased daily until the close is done.
Questions.
Can I just text Lindy?
Yes. @Lindy in Slack, text Lindy, or send a voice memo from your phone, the way you’d brief an assistant on your way out the door.
Can I change what Lindy does?
Yes. These jobs are starting points, not templates. Tell Lindy what you need in your own words, the way you’d brief a new hire, and change it anytime: different clients, different steps, different tools. Most people start with one job and add more as they go.
Does Lindy work with my tools?
Lindy connects to 1,500+ integrations + MCP, including the tools on this page, so it works inside the accounts your team already uses.
Is my data safe?
Lindy is SOC 2 Type II, GDPR, HIPAA, and PIPEDA compliant. Your data is encrypted in transit and at rest, never sold, and never used to train models, and Lindy only acts within the permissions you give it.
More questions? See our docs
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Lindy can fill more than one seat.
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Your new bookkeeper starts today.
Lindy is ready in two minutes. @Lindy in Slack, text Lindy, or send a voice memo.
Try for free$50 in free credits • No credit card required