Production Ready

Agentic Bookkeeper

AI-Powered Bookkeeping for Freelancers & Small Businesses

Drop receipts and invoices in a folder. Get organized, tax-ready financial records automatically. Multi-currency support, comprehensive tax reports, and an intuitive interface designed for people who need to track expenses - not run an accounting department.

90% Time Savings
$0 Monthly Fees
3-5s Per Receipt
100% Your Data, Your Computer
Get Started See Features

Built for Real People, Not Accountants

Perfect for anyone who needs organized records for tax time - without the complexity of traditional accounting software

Freelancers

Consultants, designers, writers, and developers who invoice clients and need to track business expenses for Schedule C or T2125.

Home-Based Businesses

Etsy sellers, real estate agents, coaches, and therapists running service businesses from home.

Sole Proprietors

Independent contractors and self-employed individuals who handle their own bookkeeping and want to stop dreading tax season.

Small Teams

Micro businesses with under 10 people who want simple expense tracking without enterprise accounting complexity.

The Receipt Shoebox Problem

Sound familiar?

Receipts Everywhere

A drawer full of paper receipts, screenshots on your phone, PDFs scattered across folders, and no idea what's deductible.

Hours of Manual Entry

Spending 10+ hours a month typing receipt details into spreadsheets or trying to figure out QuickBooks.

Subscription Fatigue

Paying $30-70/month for accounting software designed for large companies when you just need expense tracking.

Tax Season Panic

Scrambling to organize a year's worth of expenses the week before your tax deadline, missing deductions you're entitled to.

Bookkeeping Made Simple

Three steps to organized financial records

1

Drop Documents

Save receipts, invoices, and financial documents to a watched folder. PDFs, photos, screenshots - any format works.

2

AI Extracts Data

The AI reads each document, extracts vendor, amount, date, tax, and description - then creates a transaction automatically.

3

Generate Reports

Run an Income Statement, Expense Report, or Tax Summary anytime. Export to PDF, CSV, or JSON for your accountant.

Clean, Intuitive Interface

A professional desktop application designed for ease of use

Agentic Bookkeeper Dashboard showing real-time statistics, document processing status, and financial overview

Dashboard

Real-time overview with income, expenses, net position, and document processing status

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Agentic Bookkeeper Transactions view with multi-currency support and advanced filtering

Transaction Management

Advanced filtering, multi-currency display, and easy transaction editing

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Agentic Bookkeeper Tax Summary report with GST/HST tracking and net tax position

Tax Summary Report

Complete GST/HST tracking with output tax, input credits, and net position

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Agentic Bookkeeper Progress Tracker showing batch document processing with visual feedback

Progress Tracker

Real-time visual feedback while processing batches of documents

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Agentic Bookkeeper Edit Transaction dialog with category and tax editing

Edit Transaction

Easy editing with category selection and tax adjustments

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Features That Matter

Focused on what freelancers and small businesses actually need

Automatic Document Processing

Drop a receipt in the folder and walk away. AI vision reads the document and creates a categorized transaction - no manual entry required.

Tax-Ready Categories

Pre-configured with IRS Schedule C and CRA T2125 expense categories. Every transaction is tagged for tax filing from day one.

GST/HST & Sales Tax Tracking

Automatically tracks tax collected on income and tax paid on expenses. See your input tax credits and net tax position at a glance.

One-Click Reports

Generate Income Statement, Expense Report, or Tax Summary for any date range. Export to PDF for your accountant or CSV for further analysis.

Multi-Provider AI

Choose from OpenAI, Anthropic Claude, Google, or xAI. Use the provider that fits your budget and preferences - switch anytime.

Your Data Stays Yours

Everything runs on your computer. Financial data never leaves your machine. No cloud accounts, no data sharing, no privacy concerns.

Multi-Currency Support

Full support for USD and CAD with automatic currency detection. Built-in IRS (Schedule C) and CRA (T2125) tax categories for US and Canadian businesses.

Production Quality

647 passing tests, 92% code coverage, comprehensive security review. Built to professional engineering standards with real-time progress monitoring.

What Agentic Bookkeeper Doesn't Do

Transparency about scope - so you know if it's right for you

Not Designed For

  • Inventory management or manufacturing
  • Payroll processing or employee management
  • Multi-entity consolidation
  • Accrual-basis accounting (cash-basis only)
  • Purchase orders or complex supply chains
  • Automatic bank synchronization
  • Invoice creation (tracking only)

Designed For

  • Tracking income and expenses for taxes
  • Processing receipts and invoices automatically
  • Generating tax-ready reports with full tax breakdown
  • GST/HST and sales tax tracking with net position
  • Multi-currency transactions (USD, CAD, EUR, GBP, AUD, CHF, JPY, MXN, CNY)
  • Designed for home currencies (USD/CAD)
  • Cash-basis record keeping
  • People who want organized records without complexity

Bottom line: If you need to track expenses for your tax return and want to stop manually entering receipts, this is for you. If you need full-service accounting software with payroll and inventory, look elsewhere.

How It Compares

The right tool depends on your needs

Feature QuickBooks Online
($30-70/month)		 Excel Spreadsheets
(Free)		 Agentic Bookkeeper
(One-time purchase)
Automatic Receipt Processing Extra cost add-on Manual entry AI-powered, included
Tax Category Mapping Yes Manual setup IRS & CRA built-in
Learning Curve Steep (2-4 hours setup) Medium 10 minutes
Monthly Cost $360-840/year Free $2-5/month AI costs only
Data Privacy Cloud servers Local files Local + encrypted
Time Per Receipt 30-60 seconds 2-3 minutes 0 seconds (automatic)
Inventory Management Full featured Basic Not included
Payroll Full featured No Not included

Built for Reliability

Production-grade engineering with comprehensive testing

Technology Stack

  • Application: Python 3.8+ with PySide6 GUI
  • Database: SQLite (local, bank-grade reliable)
  • Document Processing: PyMuPDF, Tesseract OCR
  • AI Providers: OpenAI, Anthropic, Google, xAI
  • Reports: ReportLab PDF generation
  • Security: AES-256 encryption for API keys

Quality Metrics

  • Test Suite: 647 passing tests
  • Code Coverage: 92%
  • Security Review: Passed (no critical issues)
  • Performance: <30s per document
  • Memory: <200MB footprint
  • Database Queries: <50ms response

System Requirements

  • OS: Windows 10+, Linux, macOS
  • RAM: 4GB minimum, 8GB recommended
  • Storage: 500MB + space for documents
  • Internet: Required for AI API calls
  • AI Account: Any supported provider
  • Typical AI Cost: $2-5/month

Simple, Honest Pricing

One-time purchase. No subscriptions. No hidden fees.

Agentic Bookkeeper

$149 $79 USD

Launch Price (One-time purchase)

  • Full desktop application (Windows, Linux, macOS)
  • Unlimited document processing
  • All report types including Tax Summary
  • Multi-currency support (USD, CAD, EUR, GBP, AUD, CHF, JPY, MXN, CNY)
  • IRS and CRA tax categories built-in
  • All AI provider integrations
  • Free updates in v1.x series
  • Email support included

Ongoing Costs

AI API usage only: typically $2-5/month for 50-150 receipts

You pay the AI provider directly. We don't mark up or resell API access.

Get Started Today

Return on Investment

Manual bookkeeping time saved 10 hrs/month
At $30/hour value $300/month
Pays for itself in 2 weeks
First-year total value $3,600+

Plus potential tax savings from better deduction tracking

Production Ready

Fully tested and ready for your business

v0.2.0 Production Ready

Current Status

Agentic Bookkeeper v0.2.0 is feature-complete with comprehensive testing (647 tests, 92% coverage). All 58 development tasks across 5 phases are complete. The application is ready for production use.

What's Included

  • Full desktop application with intuitive interface
  • Multi-currency support (USD, CAD, EUR, GBP, AUD, CHF, JPY, MXN, CNY)
  • Complete tax reporting with GST/HST tracking
  • Windows installer - no Python required
  • Lifetime access to v1.x updates

Coming Soon

  • Bank statement import and reconciliation
  • Multi-year comparison reports
  • Budget tracking and alerts
  • Export to QuickBooks/Xero formats

Get in Touch

Ready to simplify your bookkeeping? Have questions about Agentic Bookkeeper?

Contact Information

If you're a freelancer or small business owner tired of manual receipt entry, Agentic Bookkeeper is ready to help. Multi-currency support, comprehensive tax reports, and an intuitive interface designed to save you time.

Availability

Available now - ready for immediate use