AI Bookkeeper
An autonomous AI agent that runs as a member of your team — not a chatbot. It reads from your stack, acts under explicit permissions, and reports outcomes to humans.
What this agent does
- Close monthly books in under 2 hours instead of 2 days
- Reconcile bank movements with invoices automatically
- Prepare VAT pre-declaration for review
- Export compliance-ready reports for your tax advisor
- Catch invoice anomalies before they hit your books
How it works
- 1
Subscribe & connect
Install the AI Bookkeeper agent in your WorkAist instance. Authorize the connectors it needs.
- 2
Configure boundaries
Set permission isolation (which tables, which actions). Define escalation rules for humans.
- 3
Run
Trigger by cron, webhook, button, or another agent's event. The Process Map shows every step live, including token and dollar costs.
- 4
Review
Audit log captures every action. Impact Timeline shows what changed and why. Iterate the agent's CLAUDE.md to refine behavior.
Pricing
WorkAist is open-source under AGPL-3.0 — the agent itself is free. You pay only for:
- LLM tokens consumed by the agent (your Anthropic / OpenAI key)
- The underlying connector services (if they charge for API access)
Self-hosted on your own infrastructure (Docker / Hetzner) — no per-seat lock-in.
Trust & compliance
Reversible PII redaction
Sensitive values are tokenized before prompts and restored on the response. The LLM never sees raw PII.
Permission isolation
Group → agent → table-level ACL. The agent only sees data its permissions allow.
Audit log
Every read, write, and decision is logged with timestamp, source, and approval chain.
AGPL-3.0
Open-source license, self-hostable. Same model as GitLab CE. Source code is fully inspectable.
FAQ
Is AI Bookkeeper truly autonomous, or does a human have to approve every step?▼
Both modes are supported. By default AI Bookkeeper runs autonomously within the boundaries you set; any action that crosses a defined risk threshold (large invoice, customer-facing email, irreversible operation) requires a human approval via Telegram or the web UI.
What if AI Bookkeeper makes a mistake?▼
Every action is logged. Impact Timeline shows what changed and why. Most actions are reversible (rollback in 1 click). For irreversible actions, the agent always asks for human approval first.
Can I customise AI Bookkeeper's behavior for my company?▼
Yes. Each agent is a folder with a CLAUDE.md file describing its role, tone, and rules in plain language. Edit it in the browser-based VS Code (with Claude Code CLI built in) and changes take effect on the next run.
Does AI Bookkeeper replace humans?▼
No. It handles the repetitive and the predictable, freeing humans for judgment calls, relationships, and edge cases. Most customers see AI Bookkeeper as a "force multiplier" rather than a replacement.
How do I integrate AI Bookkeeper with my existing tools?▼
AI Bookkeeper uses MCP (Model Context Protocol) connectors. WorkAist ships with 1,300+ connectors covering accounting, CRM, banking, e-commerce, communication, and more. Custom integrations take a few hours via the AI Wizard.
Deploy AI Bookkeeper today
One agent, one CLAUDE.md file, your data stays yours. Open-source under AGPL-3.0.
Get started