OffBooks

About OffBooks

OffBooks is an AI financial operating system for business owners who want to understand their money without doing bookkeeping themselves. It is aimed at freelancers, consultants, agencies, studios and coaches who run their business by the numbers but do not have an accountant on hand every day.

The AI agent pulls transactions from sources such as Gmail, invoicing tools, Slack requests and uploaded bank or card statements. It sorts cash in from cash out, maps each payment and expense to clients, vendors or team members, flags duplicates and missing details, and asks for help when something is unclear. Users can ask the agent questions about their numbers and generate customizable cash flow and profit reports.

What sets it apart, according to the site, is that the agent works in the background and builds views around how a business actually operates rather than presenting generic accounting categories. Team members can interact with the agent inside Slack, and the product positions itself as a complement to traditional accounting software rather than a tool built for accountants.