AI & automation
What the AI does, where it stops, and how machine work gets reviewed.
How the AI in Books works
What the automation does, the boundary it will not cross, why ambiguity becomes an exception rather than a guess, and how machine work stays attributable.
ConceptBusiness owners, Bookkeepers, Firm staff, Portal clients
Document intake
Getting documents in by email or upload, what extraction produces, how detection classifies a document, and how to fix a bad extraction.
How-toBookkeepers, Business owners, Firm staff
The Books coworker
The conversational assistant inside the workspace: what it can answer, what it can do on your behalf, and how it asks before acting.
How-toBusiness owners, Bookkeepers, Firm staff
AI and your data
What is sent to model providers and what is not, why your books are not training data, and how machine access is bounded and logged.
ReferenceBusiness owners, Firm staff, Portal clients, Bookkeepers