From vouchers to financial statements, your company's numbers match in one ledger
Accounting handles general, purchase and sales vouchers, the ledger, the trial balance, closing and financial statements in one flow. Fixed assets, VAT preparation, budgets, borrowings and analysis sit on the same ledger. The feature that lets AI Crew use accounting tools is in preparation, and people always make decisions that involve money.
Designed for: Accountants on a small finance team who handle the monthly close and VAT preparation, and executives who want to see budgets and borrowings together
When you need it
Accounting work often takes long not because of the math, but because of matching scattered data.
When purchase and sales records are split across many files, matching the numbers every month-end delays the close. When vouchers build up in one ledger, the trial balance and financial statements come from the same numbers.
When VAT filing time comes, people gather purchase and sales data again. The VAT preparation screen organizes what the filing needs, based on the vouchers you entered day to day.
When executives ask about budget versus spending or borrowings, the responsible person builds a separate table. The budget, borrowings and analysis screens show the status based on the same ledger.
How it differs from general work tools
You enter the accounting screens with the same sign-in, organization and permissions as Mail, Messenger and Approval. There is no separate account to manage just for accounting.
In work that involves money, AI Crew only gives review comments. Confirming vouchers, closing and filing decisions are the responsible person's job.
Admins decide for each role whether it can use the accounting screens. Each company's data is kept separate on both the server and the database.
Key features
You can use the basic accounting flow today. AI Crew tools and the tax accountant connection are in preparation.
Vouchers and ledger
You enter general, purchase and sales vouchers, and they build up in the ledger. Splitting vouchers by type of transaction makes it easier to view purchase and sales flows separately later.
- General, purchase and sales vouchers
- A ledger where vouchers build up
Trial balance, closing and financial statements
You view the trial balance from the ledger, check that debits and credits match, and then close the period. You view financial statements from the closed numbers.
- Check numbers in the trial balance
- Period closing
- View financial statements
Fixed assets and borrowings
You register and manage fixed assets such as equipment or molds, and keep borrowing records separately. You check the status of assets and liabilities on the same basis as the ledger.
- Fixed asset management
- Borrowing records
VAT preparation, budgets and analysis
You prepare what VAT filing needs, based on the vouchers you entered. You set budgets and compare them with spending, and see how the numbers move on the analysis screen.
- VAT filing preparation
- Budget and spending status
- Analysis screen
AI Crew accounting tools
We are preparing tools that let AI Crew use information on the accounting screens. Even when the tools open, AI Crew only gives review comments in work that involves money, and people confirm.
- Accounting tools (in preparation)
- Only review comments in work that involves money
One ledger with your tax accountant
We are preparing a feature that lets your company and your tax accountant work from the same ledger. It cuts down on sending accounting files back and forth.
- View the ledger with your tax accountant (in preparation)
What AI Crew does and what people decide
- Takes on surrounding work in the AI Crew command window, such as scheduling the closing meeting
- Gives review comments on the numbers once the accounting tools open (in preparation)
- Does not make money decisions such as confirming vouchers, closing the books or filing returns
- Entering and confirming vouchers
- Period closing
- Checking and reporting financial statements
- VAT filing decisions
- Budget planning and borrowing decisions
Working with AI Crew: an example
Example: the fictional company Ondam Living Co. closes the books for the month it brought in the "Ondam mug set" from an overseas OEM factory.
The accountant enters the OEM factory payment and shipping costs as purchase vouchers.
From the AI Crew command window on the accounting screen, the accountant asks the assistant AI Crew, "Put a meeting to review this month's close on the finance team's calendar." It finds open time and creates the event.
In the meeting, the team checks the numbers in the trial balance together, and then the accountant closes the period.
The accountant reports the financial statements from the closed numbers to the executives and checks what the filing needs on the VAT preparation screen.
Connected work in other services
The accounting screens use the AI Crew command window and admin permission settings the same way as the other services.
You hand off work through the AI Crew command window on the accounting screens too. Accounting-specific tools are in preparation.
In the AI Crew command window, ask AI Crew to schedule closing dates and meetings.
Decide for each role whether it can use the accounting screens.
For money and approvals, the rule is that AI Crew only gives review comments and people do the work themselves.
Admin and security
- Admins decide for each role whether it can use the accounting screens, and add exceptions only for the people who need them.
- In work that involves money, AI Crew only gives review comments, and people handle it themselves.
- Each company's data is kept separate on both the server and the database.
- Data sent and received is protected with an encrypted connection (TLS), and secrets stored on the server are encrypted too.
Frequently asked questions
Does AI Crew enter vouchers or close the books?
Not now. AI Crew accounting tools are in preparation. Even once the tools are available, AI Crew only gives review comments, and people confirm.
Does it file VAT returns too?
It provides a screen that prepares what VAT filing needs. The responsible person or your tax accountant makes the actual filing decision and submits it.
Can we view the ledger together with our tax accountant?
In preparation. It is a feature that lets your company and your tax accountant work from the same ledger without sending files back and forth.
Can we move data from the accounting software we use now?
We decide the connection with your existing system and the scope of data migration together when you talk to sales.
Who can see the accounting screens?
Admins decide for each role. Only people in roles allowed to use the accounting screens can see them.
Related pages
Start with AI Crew in the November closed beta.