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Apps / Finance

Sample data

Month-end is a scramble.

Closing is slower where it is manual: 69% vs 29%1.

Sample books in the default install; ERPNext is not bundled. Reconcile gives suggestions only; the close is a fiscal-year voucher that needs your approval.

What Books does

  • Prepares the close checklist from the ledger
  • Suggests categorisation and matches
  • Stages the fiscal-year closing voucher for approval
What it will not do without your approval. Post to the ledger on its own. The close locks the fiscal year, so it always needs a person.

Works with

  • ERPNext (core)
  • Your accounting system

Part of the Finance agent in Finance. The agent uses your model and your key: how that works.

Install the stack What is available today