Your AI Team
Bookkeeping Agent
Your Bookkeeping Agent keeps your finances organized without you manually categorizing every receipt or chasing every invoice.
Expense Tracking
The agent monitors your financial activity and:
•Categorizes transactions — assigns each expense to the right property, category, and tax classification
•Flags anomalies — unusual charges, duplicate payments, or unexpected vendors
•Tracks receipts — matches uploaded receipts to transactions
•Separates personal vs. business — when you flag a mixed-use account, the agent learns what's business-related
Invoice Management
For both incoming and outgoing invoices:
•Incoming — logs vendor invoices, tracks due dates, reminds you of upcoming payments
•Outgoing — drafts invoices for tenants, buyers, or partners based on your templates
•Payment tracking — marks invoices as paid, partially paid, or overdue
•Late notices — drafts collection reminders for overdue payments (sent only with your approval)
Financial Reports
The Bookkeeping Agent can generate:
•Monthly P&L — income and expenses by property or portfolio-wide
•Cash flow statements — where money is coming from and going
•Expense summaries — broken down by category, vendor, or property
•Tax-ready reports — formatted for your CPA at year-end
Reports appear in your Queue for review. You can approve them as-is, request changes, or download for offline use.
QuickBooks Integration
If you use QuickBooks, connect it in Settings > Integrations:
•Transactions sync automatically between Doughy and QuickBooks
•Categories and accounts map to your existing chart of accounts
•The agent reconciles discrepancies and flags items that need attention
•Two-way sync keeps both systems current
What the Bookkeeping Agent Needs From You
•Bank/card connections or manually uploaded statements
•QuickBooks link (optional but recommended)
•Property list — so expenses can be attributed correctly
•Category preferences — the agent learns from your corrections
Example: Monthly Report
At the end of the month, your Bookkeeping Agent automatically generates:
•123 Main St — Rent collected: $1,800. Expenses: $340 (water $95, lawn care $120, insurance $125). NOI: $1,460.
•456 Oak Ave — Rent collected: $2,200. Expenses: $1,180 (HVAC repair $850, trash $80, property tax $250). NOI: $1,020. Note: HVAC expense is 4x higher than average — flagged for review.
•Portfolio total — Gross income: $4,000. Total expenses: $1,520. Net: $2,480. Cash-on-cash: 9.2%.
The report lands in your Queue. You can approve it as-is, make corrections, or export a PDF for your CPA.