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Your agent keeps the books.

A bookkeeping and invoicing ledger for the AI agent you already use. Your agent files your transactions by rules you approve, matches deposits to the invoices they pay, and closes the month. The ledger holds anything that sends, deletes or exports until you say yes.

Only your email. One note when it's ready, nothing else.

agent connected to agentbooksexample session

Example session: the agent lists new transactions, files most by rule, matches a payout to its invoice, and holds a new rule and an unclear charge for your approval.

What your agent can do

These are the tools the ledger gives your agent over MCP. They're built and tested, and they've kept one real business's books since October 2026. A direct daily bank feed is in testing; until then, statements come in as CSV.

  • list_uncategorizedSee what came in that no rule covers yet
  • bulk_categorizeFile many transactions in one pass
  • create_category_rulePropose a rule so it never asks twice
  • link_paymentMatch a deposit to the invoice it pays
  • create_invoice_draftDraft invoices with a PDF and a payment link
  • send_invoiceSend it, once you've approved
  • get_reportProfit and loss, spending, income by client, aging
  • export_for_accountantA year-end file mapped to Schedule C lines

Your agent proposes. You approve.

Agent Books doesn't run an agent of its own; you bring yours. It can draft, file and match freely. When it wants to send, delete, void, mark paid or export, the ledger stops at a preview and waits for you, whichever agent is asking.

send_invoice, preview

Send invoice #1042 to Acme Studio?

9.0 hours at $90, $810.00, due on receipt

No agent? It still works.

Everything your agent does, you can do yourself in the web app: categorize, set rules, match payments and run reports. There will also be a free plan for basic invoicing, covering clients, invoices with a PDF, and online payment.

Invoice #1043made by hand
Website updates3.0 h$225.00
Hosting, Oct to Dec1$90.00
Total$315.00

Why it exists

I'm a freelance developer. I wanted my agent to run my books, not just answer questions about them, so I built the ledger it needed. It has kept my own business's books since October 2026.

Sign-ups aren't open yet. Join the waitlist and I'll write when there's something you can try.

Chris Morris