Book-Agent
AI bookkeeping that learns your rules and follows them.
Book-Agent reads your existing finance setup — accounts, vendors, products, taxes — then turns incoming bills and invoices into review-ready drafts that match how you already book.
The Problem
Most bookkeeping automation doesn’t understand your business.
Documents arrive scattered
Finance teams chase invoices across email, drives, and attachments before real review can begin.
Generic tools miss context
If automation doesn’t know your accounts, vendors, and tax rules, every draft needs remapping.
Teams still need review control
Speed matters, but not at the cost of confidence. Drafts need to be checkable, not guessable.
How It’s Different
It starts from the setup your finance team already trusts.
Before processing a single document, Book-Agent scans your existing finance structure — accounts, customers, vendors, products, taxes, journals — and builds a working business profile. That’s how drafts come out matching the way you already book, instead of starting from a generic guess.
Less remapping
Drafts start closer to your real accounting structure.
Faster review
Finance teams spend less time fixing avoidable mismatches.
Proven with Odoo
Deep integration with a live accounting environment, with the same approach extendable through custom integration.
How It Works
From documents to reviewed bookkeeping in five steps.
Connect your sources
Use the document channels and accounting environment your team already works from.
Build the business profile
Book-Agent reads your company setup before it starts preparing work.
Read incoming documents
Bills and invoices are captured and understood in one clean process.
Match and draft
Details are matched against your profile so drafts fit how you already book.
Finance reviews before posting
Your team checks every draft. Anything unclear is surfaced — never guessed silently.
See It In Action
Book-Agent learns the business, not just the paperwork.
Starts from your company’s actual setup.
Book-Agent reads the finance structure already in place before it prepares any draft.
Keeps unknowns visible, patterns reusable.
When something new appears, Book-Agent flags it for review and remembers the approved pattern for next time.