For Business Owners Running Their Business by the Numbers
Stay Off The Books.
Stay On Top of Your Revenue.
Your agent handles invoicing, expenses, and the books from day 1. Set up in minutes.
Show Me My Numbers
Accounting software is built for accountants, not for business owners like you.
It records your numbers but doesn’t tell you what’s driving your revenue, profitability, or cash flow.
That’s where OffBooks comes in.
OffBooks is an AI financial agent that tracks every transaction, connects the dots
across your finances, and gives you a real-time view of what’s driving your business,
and what’s holding it back, so you spend less time digging through reports and more time
making informed decisions.
Grow your revenue. Reduce your costs.
Reclaim your time.
An AI financial operating system built for business owners, not accountants.
Set up your bookkeeping agent
Meet YOUR AGENT
Meet Your Agent, the AI agent that does your bookkeeping in the background
See your cash flow without doing the bookkeeping.
Every transaction starts somewhere, your inbox, your invoicing tools, Slack. Your Agent pulls it together, tracks your expenses, and keeps the number from getting stale or scattered.
Your Agent starts by pulling transactions from all sources.
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Gmail scanning
Finds them in Gmail before you have to dig.
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Tool invoicing
Pulls invoices from the tools you pay for.
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Slack requests
Asks the right person when something is missing.
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Bank or credit card
Reads uploaded bank and card statements.
Your Agent sorts Cash In and Cash Out.
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Money direction
Marks each transaction as cash in or cash out.
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Client payments
Shows which payments moved the revenue number.
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Business spend
Catches expenses before they get buried.
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Cashflow view
Keeps the money movement easy to read.
Notion Labs Inc.
May 1, 2026
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Your Agent maps each transaction to the right entity.
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Clients
Shows who paid you.
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Vendors
Shows who you paid.
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Team members
Connects salaries, payouts, and reimbursements.
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Tool Subscriptions & Utility Bills
Keeps recurring tool costs from hiding.
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New entities
Creates profiles for new clients, vendors, or tools.
Notion Labs Inc.
Charged May 1, 2026 · INV-72836
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Your Agent closes the gaps while keeping you in the loop.
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Missing statements
Finds the periods you still need to upload.
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Duplicate checks
Flags repeated transactions
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Unknown entities
Asks who a mystery transaction belongs to.
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Missing details
Fills the blanks before they slow you down.
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Open items
Shows what still needs attention.
New vendor detected
New vendor · Presidio Grip
First charge from this grip & lighting rental house — add its details so every rental is tracked.
Penny knows the answer
Ask Penny what the numbers are trying to tell you.
Pick any transaction that feels suspicious. Penny gives you the complete picture without making you dig through the dashboard.
Ask Penny to create Reports
Insightful financial reports
in seconds
See exactly where your cash flow and profit stand, and what's driving it, with customizable financial reports built by Penny.
Meet Elaiza
Founder of a Marketing Agency
She is spending her afternoons reconciling invoices, hunting for receipts, and sorting business expenses from personal ones. While her clients are bombarding her with 30 tasks that need to be closed today.
What does penny exactly do
Your Agent does the work
you never get to.
The busywork gets handled in the background, so your records stay accurate without constant attention.
Meet Adhil
Independent Wealth Manager
He is chasing the team for receipts, tracking down missing reimbursements, and searching for answers no one else can give. Asking. Following up. Reminding. Filling in the gaps himself. While the month is closing, but the books are still waiting.
penny is SLACK Native
It comes to you,
in Slack.
Your team stays in Slack. The records, updates, and paperwork make their way into the books automatically.
Messages
About
Files & links
Meet Suzy
Freelance B2B SaaS Designer
She is still spending her afternoons sorting every invoice into folders by herself. While the numbers add up, they don't tell her which clients or projects are actually profitable.
Zero biases, technically we generate UI
No biases a system created
on top of your business
The structure follows your business, not the other way around.
Frequently Asked Questions
01 What exactly is OffBooks?
OffBooks is an AI financial agent built for the business owner, not the accountant. Your Agent reads your invoices, receipts, and statements, sorts your cash in and cash out, and shows you exactly where the business stands, so you can run it without doing the books yourself.
02 Do I need to connect my bank account?
No. OffBooks is designed to keep you in control. Your Agent can ask for bank and credit card statements in Slack, scan your Gmail for invoices and receipts, fetch invoices from connected tools where possible, or let you upload documents manually.
03 How is OffBooks different from accounting software like QuickBooks or Xero?
QuickBooks and Xero are built for the person doing your books, usually an accountant or bookkeeper. OffBooks is built for the business owner. Your Agent handles the transaction work in the background, so instead of just clean books, you get a straight answer to the question that actually matters: are you hitting your goal, profitably?
04 How does Your Agent know what a transaction means?
For every transaction, Your Agent works through the same logic: is this a transaction, is it cash in or cash out, and which client or project is it tied to. That’s how your books stay accurate without you tagging anything by hand.
05 Can I customize how my business is categorized?
Yes. Your Agent builds your chart of accounts around how your business actually runs, not a generic template, so your categories, clients, and projects reflect the way you actually work.
06 What types of businesses is OffBooks built for?
OffBooks is built for any business owner who has to keep the books clean while running the business itself, from agencies and freelancers to retail, trades, and service businesses.
07 Does Your Agent replace my accountant or bookkeeper?
Your Agent replaces the manual admin work, chasing invoices, sorting expenses, keeping the books current. For tax filing or formal compliance sign-off, you may still want a professional. Your Agent just means you’re not depending on one to know how your business is actually doing.
08 Does OffBooks work with international businesses?
Yes. OffBooks supports multiple currencies, so if you’re billing clients or paying expenses across borders, Your Agent keeps it all sorted in one place.
Full bookkeeping.
Zero bookkeeper.
Invoicing, expense management, and financial goal tracking, handled automatically by your AI agent. OffBooks is built for the business owner, not the accountant.