Once connected, try asking your AI agent any of these. Swap in your own wallet names, account codes, and dates.
Categorization
- Categorize my uncategorized transactions from the last 30 days
- Show me transactions that need client review and explain why they were flagged
- Apply rule 12 retroactively to all existing transactions
Transactions
- Add these 20 transactions to the Treasury wallet from the data I’ll paste
- Group transactions 4821 and 4822 as a single internal transfer between my wallets
- Group the USDC outflow and the ETH inflow from May 12 into a trade
- Roll up last month’s mining payouts on the Mining wallet into daily summary rows
- Refresh the fiat values for transactions missing prices using market prices
- How many transactions are still uncategorized this quarter?
- Who edited transaction 4821, and what did the fields look like before?
- Lock all of March’s transactions now that the month is reconciled and synced
- Unlock transactions 4821 and 4822 so I can fix their categories
Balances and Wallets
- What are my current wallet balances?
- Recalculate balances for the Treasury wallet
- Add a new Ethereum wallet at 0xabc… and start syncing from January 1, 2025
Assets and Token View
- Which token assets are missing GL account mappings?
- Map USDC to account code 1100 in Token View
- Mark all assets with zero historical volume as spam
Reports and Gain/Loss
- Run a fresh gain/loss calculation using FIFO with a cutoff of December 31, 2025
- Generate a token report for 2025 and pull the details once it’s done
- Run an explorer balances reconciliation on the Treasury wallet and flag any mismatches
- Regenerate report 42 now that the gain/loss numbers are updated
- List my reports and pull the details for the latest token NGL report
- What active issues are blocking my month-end close?
Company Settings
- Switch our cost-basis method to FIFO and then recalculate gain/loss
- Set the default net gain and net loss accounts to code 80
Accounting Sync
- Refresh the QuickBooks chart of accounts and show me what’s new
- Sync transactions 1001 through 1050 to Xero
- Check what’s already booked in Xero for transaction 512, then submit the payment against the open invoice
- Book the net gain/loss journal on Xero for transaction 733
- Create a new QuickBooks expense account for “Crypto Trading Fees”
- Sync March’s reconciled transactions to Bexio
Last modified on July 5, 2026
