An AI Agent For Wave That Keeps The Books From Piling Up
Small-business bookkeeping tends to wait until month end. Your agent works through Wave a little every day, so the numbers are already tidy when you look.
From $10/month 30 days free No credit card
What Your Agent Does In Wave
-
Categorizes Transactions
It goes through new bank transactions, matches the obvious ones to categories you have used before and asks you about the odd ones.
-
Prepares Recurring Invoices
Ask it to set up a monthly invoice for the corner bakery account and it builds the template with the usual line items and terms.
-
Flags What Looks Off
It points out a vendor charged twice, an invoice with no customer email, or a deposit that matches nothing in the books.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Wave for you, with your own login, and reports back in the thread.
- Categorize everything in the checking account since Friday.
- Make a recurring invoice for the Linden Salon, same as last month.
- Show me anything in the books that looks like a duplicate.
Use Wave With Octopus Prime
- Open Settings › Connections, choose Wave and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Wave for you without ever seeing your password.
- Choose which agents can use Wave: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Wave And Your Agents
Does the agent change my books on its own?
It can suggest categories and prepare entries, but changes that touch your records can be set to ask you first.
Does it work with more than one business in Wave?
Yes. You choose which business the agent works in, and you can keep each one separate with its own connection.
Does my agent see my Wave password?
No. Your Wave login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Wave, at any time in Settings.
More Accounting And Finance Apps
All Finance Apps-
QuickBooks
Bank feed cleared, overdue invoices chased. -
Xero
Bank lines, invoices and month-end prep. -
BILL
Bills to pay and invoices to collect. -
Brex
Card spend watched and receipts chased. -
Expensify
Receipts and expense reports chased for you. -
FreshBooks
Invoices, estimates and time entries handled.
Put An Agent To Work In Wave. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Wave is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
