Free Accounting Agent Toolkit beta · one feedback request

Check the books with evidence.Keep every decision human-owned.

Turn bookkeeping exceptions into small, sealed cases. Each case has one question, cited evidence, independent checks, dissent when agents disagree, and a named person who makes the final decision.

Get the free beta Mac, Windows, and Linux · no card · $199 planned after beta
Local firstYour working files and decision ledger stay in your workspaceShows its evidenceEvery recommendation traces to sources, policies, and checksHuman reviewedAgents recommend; a named person owns the decisionNo live writesIt cannot post, pay, file, close, or approve transactions
A narrow case, not a long prompt

Long accounting runs stay bounded and reviewable.

The toolkit divides a long list into stable cases. Agents see the same sealed evidence, work independently, and cannot add questions or verdicts.

01

Onboard the company

Record entities, systems, periods, mappings, materiality, owners, and unresolved questions.

02

Frame one question

Give each exception one subject, one question, fixed verdicts, authority, and stop rules.

03

Seal the evidence

Hash source records, policy snapshots, calculations, lineage, limits, and sensitivity.

04

Run independent checks

Mix preparer, skeptic, and policy roles without showing them peer conclusions.

05

Preserve disagreement

Keep counterevidence and minority reports instead of using majority-rule approval.

06

Review and replay

Trace a recommendation, record the named human decision, and replay the sealed case.

What the beta includes

A complete local pack with enforceable rails.

55 default accounting skills

Bookkeeping primitives, complete workflows, company coordination, and tribunal roles.

Optional 81-skill installation

Add the complete CFO overlay when weekly planning and leadership reporting are in scope.

Deterministic enforcement scripts

Validate scope, evidence, claims, budgets, independence, resolution, integrity, and replay.

Local CLI and recommendation-only MCP

Prepare, run, inspect, verify, bundle, and review cases without an external mutation surface.

Seven read-only adapter patterns

QuickBooks, Xero, Plaid, Stripe, Shopify, Gusto, and BILL, each with a file fallback.

Audit documentation

Onboarding, evidence design, tribunal roles, privacy, incidents, backups, updates, and handoff.

Portable agent formats

Codex-native skills plus portable Claude Code, Gemini CLI, and manual variants.

Safe professional boundary

Tax, fraud, payroll, policy, filing, payment, and closed-period cases remain human-owned.

Start the beta

Download, test, and tell us what you find.

Accounting Agent Toolkit · free betaShare your name, business, email, and platform. No card or accounting files are requested.Read the safe-start guideInstall locally, run the demo, onboard the company, and review your first narrow case.