Client accounting in one workflow
Keep bank feeds, reconciliation, invoices, bills, journal entries, reports, and close tasks in one workspace.
Accounting
BooksUS bookkeeping, payroll, and financial records.
Run US books end-to-end for a bookkeeping practice, business, nonprofit, sole proprietorship, or client portfolio with bank feeds, reconciliations, invoices, bills, reports, payroll, and month-end close workflows.
Books US keeps bookkeeping, payroll records, financial reports, and audit-ready handoff in one workspace.
Bookkeeping, payroll records, and financial reports in one US workspace.
AI does the heavy lifting
Your AI is your expert bookkeeper. You keep the ledger.
Talk to the assistant your firm already uses - Google Antigravity, Claude, or ChatGPT - and it works directly in the books through MCP: syncing feeds, categorizing transactions, reading receipts and invoices with Google Document AI, preparing the bank reconciliation workpaper, and drafting journal entries from the documents you share in Drive. Anything you can do manually in the app, your AI can do while you monitor - and every entry moves to draft first. You review, approve, and post. Nothing is posted without your approval, and a reconciliation is signed by a person or not at all.
- Connect your AI over MCP
- Feeds, statements, and the OCR inbox
- Categorize, and the derived reconciliation workpaper
- Drive journals behind the post-lock
A typical flow
Bots do the repetitive work; a person reviews and signs off wherever judgement matters.
One client book, feed to close
Built by an accountant who has kept books in everything from QuickBooks to SAP.
WorkpaperOS Books was designed by a CPA who is a QuickBooks Online Advanced Certified ProAdvisor (Platinum-tier practice) with an MBA specialized in SAP Finance and years implementing SAP-scale systems. That range is the point: small-firm software teaches you speed, enterprise systems teach you controls - and Books is built to give you both. The bots work like an expert bookkeeper you talk to; the controls work like a system an auditor would sign.
- 1Connect your AI in five minutesOne MCP URL in Antigravity, Claude, or ChatGPT - your assistant becomes the expert bookkeeper that works directly in the app.
- 2Set up the client book by chatSeeded chart of accounts, imported customers and vendors, OneDrive connected - or do it by hand in the same screens.
- 3Let everything arrive on its ownBank feeds stream transactions; receipts, bills, and contracts land in an inbox read by OCR and Google Document AI. No feed? Hand the AI the statements.
- 4Bots categorize and reconcileConfidence-scored categorizations, learned rules, and a bank reconciliation workpaper derived from the feed and the ledger - adjusting entries arrive as drafts, and only a person signs it.
- 5Journals draft in OneDrive, post behind a lockThe AI proposes entries from your OneDrive documents and attaches the support; the post-lock keeps the ledger yours.
- 6Close the month with a score you can trustBook health, bank rec completeness, evidence completeness, and close completion - visible on one dashboard.
- 7Run bots like a teamAssign feeds, AP, and month-end to different bots; give routine work a fast model and judgment calls a frontier one.
- 8You review, approve, and postEvery entry lands as a draft, every action lands in the audit trail - nothing is posted without your approval.
The demo tour
Walk a real client book, screen by screen.
Six illustrated parts follow one fictional CPA-led book - a nonprofit community health center - from AI connection to a closed month.
Part 1
Connect your AI
One MCP URL turns Antigravity, Claude, or ChatGPT into your expert bookkeeper inside WorkpaperOS Books.
Take this part
Part 2
Set up the client book
Seed the chart of accounts from a template, import customers and vendors, and connect OneDrive.
Take this part
Part 3
Bank feeds & the inbox
Transactions stream in from the bank; receipts and bills land in an OCR-indexed document inbox.
Take this part
Part 4
Categorize & reconcile
Confidence-scored categorizations, then the six-sheet bank reconciliation workpaper, derived from the feed and the ledger.
Take this part
Part 5
Journals & the close
Draft JEs in Drive workbooks, queue them for posting behind the post-lock, and close the period.
Take this part
Part 6
Bots on tasks, you in charge
Assign different tasks to different bots, pick the model by task complexity, and read the audit trail.
Take this part
Switching from QuickBooks or Xero?
The sore spots the forums keep filling up with - fixed.
These aren't hypotheticals: each one is a limitation users report in the QuickBooks Community and Xero Central threads, built out of Books on purpose.
The complaint · QuickBooks Online
Imported journal entries don't get the drill-down-and-edit flexibility that manually keyed ones do - click into one from a report and it fights back.
In WorkpaperOS Books
Manual or uploaded, draft or posted - it's the same entry and the same editor. Click any amount on the balance sheet straight through to the fix, or ask your AI to make it.
See it in Part 6The complaint · QuickBooks Online · Xero
Bulk reclassify is reserved for the Accountant edition, skips several transaction types, and can't change the payee. Xero's Find & Recode is advisor-only - and can't be bulk-undone.
In WorkpaperOS Books
Bulk fixes belong to anyone your firm authorizes - previewed before they run, logged in the audit trail, reversible afterward, and runnable by your AI on your instruction.
See it in Part 4The complaint · QuickBooks Online
No native journal-entry import in the US edition - the official answer is to buy a third-party app.
In WorkpaperOS Books
Drafts import natively - from a OneDrive workbook your reviewers can open in Excel, or a direct upload - then post through your approval queue.
See it in Part 5The complaint · QuickBooks Online
Tags are being retired and class + location tracking caps at 40 on the Plus plan - hard news for grant-funded nonprofits.
In WorkpaperOS Books
Grant, class, program, department, location, and restriction are first-class fields on every journal line - no cap - with grant budget-vs-actual reporting built in.
See it in Part 5The complaint · QuickBooks Online
Undoing a reconciliation needs an accountant user - and without one, you un-reconcile a checkbox at a time.
In WorkpaperOS Books
There is nothing to un-reconcile. Signing a workpaper is a signature, not a lock, so a transaction inside a signed month is still one click from undone - and the app tells you the month will stop tying rather than refusing you. Reopening the workpaper takes one firm admin's click, records a reason, archives the prior report, and re-derives from the ledger.
See it in Part 4What you get
Designed for the work you need to finish.
Payroll-ready ledger
Payroll journals and records stay connected to the books, and WorkpaperOS Payroll is launching as its own product with its own pricing - built on the same ledger.
US setup
Use US-oriented records, reports, payroll support, and close workflows without mixing in country packs that belong to a different product site.
Team-wide visibility
Manage one set of books or many client books with role-based access and a clear view of what is ready for review.
Month-end close support
Record adjustments, reconcile balances, and prepare financial reports without jumping between spreadsheets and accounting files.
Audit-ready records
When a client also needs audit work, the trial balance and adjustments are organized for handoff instead of rebuilt from scratch.
FAQ
Common questions.
- Which Books countries are live?
- Books US is the Books product shown on workpaperos.com. Africa Books products are hosted separately under WorkpaperOS Africa.
- Is payroll part of Books pricing?
- No - WorkpaperOS Payroll is launching as its own product with separate pricing. Books keeps payroll journals and records connected to your ledger either way.
- Where are the Africa Books products?
- They live on the separate WorkpaperOS Africa site so US product pages and app routing stay cleanly separated.
Start with Books US.
Use the US Books workspace for client accounting, payroll records, reporting, tax support, and audit handoff.