Books that are current every day, not every quarter.
Steery’s bookkeeping mission reads your bank and card feeds, proposes a category for each transaction and matches its receipt. It asks the person who spent it for any missing receipt. It writes to QuickBooks or Xero only after your Go, so the month closes with nothing open.
Install the Steery Mac app and iPhone app, then start the mission: read and follow steery.dev/missions/ai-bookkeeping.mdWaitlist: 100 places. Your agents run on your own Claude Code, Codex or omp plan.
How it actually works
No new SaaS. Your own Claude Code does the work.
It runs on your machine and your plan, with the MCP servers and CLIs you already use. Steery is the control plane on top: it keeps the work organized and brings you only the calls that matter.
- Your agent
Claude Code, Codex or omp
Does the work on your machine, with your own MCPs and CLIs:
QuickBooksXeroMercuryRampBrexStripe payoutsGmail receiptsGoogle Drive
- Steery
A shared mission table
One table of every item, its owner and its state, shared by your team and its agents. News from your tools wakes your agent.
- You
The calls that matter
Anything outside its rules waits for your Go, signed on your phone.
- Read-only in the ledger until your Go on the exact entries; never post, change, delete or reconcile an entry without it.
- Never pay, transfer or refund anything.
- Never send financial data outside this workspace.
One item
Start to finish.
- Reads
A transaction lands
Mercury ··4411 · Figma · $1,240 · 14 Oct
From bank and card feeds, read-only.
- Files once
One row per transaction
Figma · Not categorized · $1,240
With the payee, account and who spent it.
- Asks
You approve the entry
Book these 3 transactions? → Booked 3
Missing receipts are asked of the person who spent it.
- Lands
The books are current
Figma · Software subscriptions · booked in QuickBooks
Booked a transaction, and the open count drops.
Instead of another subscription
Steery vs Pilot, Digits, Booke AI or Bench
Each of these is one more product to buy and learn. With Steery, the agent you already pay for does the same job, organized.
| What it does | Who acts | Price | |
|---|---|---|---|
| Steery | Proposes each entry in your own ledger, books after your Go | Your own Claude Code, after your Go | Waitlist: 100 places |
| Pilot | Bookkeeping done by a team for you | Pilot’s bookkeepers | From $99 a month |
| Digits | AI-native accounting | Digits’ AI, in its own ledger | $65 or $100 a month per business |
| Booke AI | AI bookkeeping for QuickBooks and Xero | Booke’s AI | $129 a month per business |
| Bench | Bookkeeping done by a team for you | Bench’s bookkeepers | From $199 a month |
Prices from each vendor’s own page, checked 17 October 2026: Pilot, Digits, Booke AI, Bench.
Questions
Before you start
Is this an AI agent Steery built?
No. Your own Claude Code, Codex or omp does the work, on your machine and your plan, with the MCP servers and CLIs you already use. Steery is the control plane on top: a mission table your team and agents share, news that wakes your agent, and your Go on the calls that matter. You buy no Pilot or Digits or any other SaaS for this. It is you, your Claude Code and Steery.
Can AI do my bookkeeping in QuickBooks?
This mission proposes a category and receipt match for each transaction and books it in QuickBooks or Xero after your Go. It never posts an entry without that Go.
Is Steery an alternative to Pilot or Bench?
For daily categorizing and receipts in your own ledger, yes. It is not an accountant: it does not file taxes or sign off your year end.
How do I get receipts from my team?
The mission asks the person who spent it, in Steery, the day the transaction lands. Their answer attaches the receipt to the row.
Can it pay or move money?
Never. It never pays, transfers or refunds anything, and never sends financial data outside your workspace.
More missions
Other outcomes teams run on Steery
Books that are current every day, not every quarter.
Install Steery on your Mac and iPhone. It runs with the Claude Code you already use.