A client book, set up in one conversation.

Tell your assistant who the client is and what they do. The bot seeds the right chart of accounts from a template, imports customers and vendors from the client's exports, and gets you to a working book. Upload documents under Documents & Storage or use Books Files through your existing MCP connection to exchange originals with a permitted AI environment. Bank feeds bring the transactions in where supported.

Illustrative client book: Hudson & Vale CPAs, LLP keeping the books of Harborlight Community Health Center, Inc. - a fictional nonprofit community health center. Fictional firm, client, and data.

The AI path

From intake note to working book

Claude - chat with WorkpaperOS Books connector

New client: Harborlight Community Health Center, a nonprofit community health center. Grant-funded, cash and accrual reporting, about 30 staff. Set up their book.

Created the company in CPA-led mode, country and base currency set. Seeded the not-for-profit chart of accounts template - 41 accounts, with net assets with and without donor restrictions, contribution and government grant income lines, and program versus management-and-general expense groups. Add the health-centre accounts you want on top and I'll propose them. Imported 62 customers and 41 vendors from the exports you dropped in. Next: connect the bank feeds if the banks support it, or upload a statement.

The bot does the heavy lifting

Seeds the chart of accounts from an entity-matched template (books_gl_seed_chart_of_accounts). There are exactly two - for-profit and not-for-profit - chosen by what the organization is, not by which country it is in.
Imports customers, vendors, and opening data from the client's exports through the import templates.
Proposes new accounts when the client's activity needs one - it never silently invents structure.

You stay in control

You pick the template and confirm the seeded chart before anything posts - then rename, delete, or add accounts freely. Nothing in the ledger depends on the seeded names.
Documents and support live in Books. Use browser uploads or the existing MCP connection for original-file exchange; no separate Files connector or mirrored folder is needed.
Country and base currency are set here too, and from then on every amount in the app and in the reports is formatted for that currency and locale.
The same setup screens exist in the app - the bot and the UI share one backend.
Business mode or CPA-led mode is your call per client.

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The assistant, built in - and connect your AI

Bank feeds & the inbox

Screens are illustrative: Hudson & Vale CPAs and Harborlight Community Health Center, Inc. are fictional.