OffBooks.ai

Do you know where your money went last month? If you have to dig through your inbox, a pile of receipts and three different apps to answer that, OffBooks was built for you.

OffBooks is AI bookkeeping software for business owners. It keeps your books sorted without you typing in a single transaction, so you always know what’s coming in, what’s going out and who it belongs to.

Your Agent Does the Sorting

At the center of OffBooks is Your Agent, an AI bookkeeping agent that works in the background. It reads invoices and receipts from your Gmail as they arrive. It also pulls in transactions from your invoicing tools, from Slack and from the bank or card statements you upload.

When something is missing, like a card statement, Your Agent asks you for it in Slack. You don’t have to remember what to send or when.

Every transaction gets sorted into money in or money out. Then it’s mapped to the client, vendor or team member it belongs to. So instead of one long list of numbers, you can see what each client paid you, what each vendor charged you and what each person on your team spent.

Mistakes Get Caught Early

Small businesses lose money in quiet ways. A vendor sends the same invoice twice and it gets paid twice. A receipt never makes it into the books, so an expense goes missing at tax time.

OffBooks flags duplicate payments and missing documents as they come in. You see the problem while it’s still easy to fix, not months later.

You Always Know Where You Stand

OffBooks gives you a live view of your income against your expenses. You can also track your cash flow against the goals you set. There’s no waiting for the end of the month and no spreadsheet to update by hand.

Just Ask Penny

You don’t need to know accounting to use OffBooks. If you have a question about your numbers, ask Penny in plain language. How much has this client paid us this quarter? What did we spend on software last month? Penny gives you the answer without making you build a report.

No Bank Login Required

OffBooks doesn’t connect to your bank account. You never hand over your bank login. It works from the documents and statements you already have, and it doesn’t move money, process payments or replace your accountant.

A Free Invoice Generator Too

OffBooks also offers a free invoice generator with 110 templates, including retainer and deposit invoices. It runs in your browser, needs no signup and adds no watermark.

Who OffBooks Is For

OffBooks is for business owners who want clean books without hiring a full-time finance team. It’s a strong fit for creative and marketing agencies, studios, consultants and freelancers who bill clients and want to see where every dollar goes.

Try OffBooks for yourself.