Problems / Finance

Run your books with AI: bookkeeping, invoicing and spend tools

Bookkeeping is where small businesses lose evenings. AI now handles the data entry; you keep the judgment.

How to solve it

The four-step playbook

  1. 1Get receipts captured automatically at the source.
  2. 2Let software suggest categorizations and bank matches.
  3. 3Connect your accounting to your AI assistant read-only, for instant answers.
  4. 4Review and approve: never let an agent post unreviewed entries.

Companies & products 6

Open-source tools 5

Agent skills & MCP servers 3

Workflow recipes 1

Workflow recipe

Receipts to books without data entry

  1. Forward or scan receipts into Paperless-ngx (or Dext) for OCR.
  2. Have an assistant with the Xero MCP Server match receipts to bank transactions.
  3. Approve the suggested matches yourself; never let an agent post unreviewed.

Frequently asked questions

Can AI do my bookkeeping?

AI can handle data entry: Dext captures receipts, Docyt and Booke AI automate categorization and reconciliation, and Xero includes AI features. You should still review and approve entries, or work with an accountant.

What open-source accounting software is there?

Akaunting, ERPNext and Odoo include open-source accounting; Invoice Ninja is source-available invoicing; Paperless-ngx scans and archives receipts and documents.

Can ChatGPT or Claude connect to QuickBooks or Xero?

Yes, through MCP servers: Intuit publishes a QuickBooks Online MCP server and Xero publishes a Xero MCP server. Start read-only and require confirmation for any write.

How do I stop typing in receipts?

Forward or scan receipts into Dext or Paperless-ngx for OCR, then match them to bank transactions in your accounting software. See the Receipts to books recipe.

Other problems