Rose
Accounting & invoices
A face for your all-round employee: “Accounting & invoices” is the suggested preset, not an obligation.
I prepare everything down to the last centime: QR-bills, reminders, reconciliations, VAT return. But I don’t touch your e-banking without your green light. Ever.
You
“Rose, send the invoice reminders every Monday at 8 a.m.”
The “Accounting & invoices” preset is in preparation. You can already choose Rose’s face for your all-round employee and describe the job in one sentence; the profile says what she will never do without you.
Everyday work clothes.
What I do
Six verbs. Not one adjective.
Rose’s work, as it appears in your activity log. Every task ends with a report, even when there is nothing to report.
Generates QR-bills from your accepted quotes.
Reconciles incoming payments (camt.053) with open invoices.
Prepares reminders at 10 and 30 days, in French or German depending on the client.
Prepares the quarterly VAT return, listing the missing documents.
Checks supplier invoices: duplicates, amounts, due dates.
Flags every discrepancy in the morning, with the exact line concerned.
Control
What I never do without your go-ahead.
Rose really acts on your tools. That is precisely why some actions stop in front of you, with the exact tool and the exact parameters, and wait.
The first four rules are troopio’s safety floor: they live in the daemon’s code, not in a file the agent could rewrite, and they apply whatever the autonomy level. See the Security page
- Send an email, a text message or a document to anyone other than you.
- Pay, transfer money or approve a payment.
- Delete anything outside its workspace.
- Create, change or use an access (key, password) on a new host.
- Send a reminder or an invoice to a client.
- Log in to your e-banking or trigger a transfer.
- Change an accounting entry that has already been approved.
A deliverable, not a promise
This is what the work looks like.
An anonymised example of what Rose drops into your mailbox and deliverables folder. The real file carries today’s date, and your figures.
Morning reconciliation of 23.09.2026
- 38 payments reconciled automatically (QR reference).
- Discrepancy 1: CHF 1’250.– received, invoice 2026-0187 for CHF 1’275.– → difference of CHF 25.–, unexpected discount?
- Discrepancy 2: payment without a reference, CHF 480.–, payer “M. R.” → two candidate invoices.
- Reminders ready: 7 invoices at 10 days, text in FR (5) and DE (2). Awaiting your approval.
Connected tools
What Rose works with.
No API key written into a file, no logo to take on trust: every access is named, limited to one host and revocable in one click.
Bexio
API key in the vaultinvoices, contacts, quotes
camt.053 bank statements
File dropexport from your e-banking
Abacus
File dropCSV / PDF exports
Email (reminder drafts)
API key in the vault
- API key in the vaultyou enter the key once in the vault’s masked form; the employee never sees its value.
- File dropyou drop your exports (PDF, CSV, camt.053) into its inbox.
On your schedule
You dictate the sentence. It becomes a schedule.
One sentence is enough. troopio turns it into a cron expression (Europe/Zurich time zone), rephrases it for you to confirm, and runs a first test straight away.
“Every working day at 07:00, Rose reconciles the previous day’s payments.”
CRON0 7 * * 1-5List of discrepancies, reminders ready to approve.
“Every Monday at 08:00, Rose prepares the 10-day reminders.”
CRON0 8 * * 1Reminders drafted, one per client, awaiting your green light.
“On the first working day of the quarter, Rose prepares the VAT return.”
CRON0 8 1 1,4,7,10 *VAT return prepared + list of missing documents.
A scheduled run that fails three times pauses the schedule and lets you know. A run that delivers nothing is reported as such. Never silence.
Works with
She doesn’t work alone.
Rose passes on to colleagues whatever falls within their field, and says so in the report. You see who did what.
Preset in preparation
Rose can start this afternoon.
Choose the face, describe the job in one sentence: troopio does the rest. The “Accounting & invoices” preset will come on top.