OffBooks.ai

About OffBooks.ai

OffBooks.ai is an AI financial agent that tracks every transaction, connects the dots across your finances, and provides a real-time view of your business's revenue, profitability, and cash flow. Designed for business owners, it simplifies bookkeeping and helps you make informed decisions without the hassle of traditional accounting software.

OffBooks.ai pricing

Paid

OffBooks.ai alternatives

Tools the builder names as the closest alternatives.

• QuickBooks, Harvest, Sage.

OffBooks.ai FAQ

Do I need to connect my bank account?

No. OffBooks works from your documents, not a bank feed. Forward an invoice or a receipt, or leave it in Gmail, and it gets read, categorized, and reconciled against your statements. Nothing to authorize, nothing to migrate.

Does this replace my accountant?

It replaces the part where you dig through an inbox at year end. Your books stay current and categorized, so your accountant gets clean records instead of a folder of PDFs. Most people keep their accountant and stop dreading the handoff.

What if I don't use Slack?

Slack is where OffBooks lives today, so it's the best fit for teams already working there. If you're not on Slack, it's worth getting in touch before you sign up.