Features
Everything around the connection.
What your team and its AI agents share in DeepLedger, company by company: the rules, the work, the review and the record.
AI Brain
Write your procedures once. Every client follows them.
Each company's AI Brain holds its operating procedures, accounting policies, capitalisation policy, expense rules, income rules and notes. The Firm AI Brain holds the procedures and policies that apply to every client.
- Where the firm and the client differ, the client's rule wins.
- The AI agent is told to read it before it records anything.
- Everyone in the firm can read the Firm AI Brain. Owners and admins edit it.
Where: Firm AI Brain, and the AI Brain tab of each company.
Tasks and review
One Work view for your team and its AI agents.
Questions, approvals and each month's work live in Tasks. A task has an assignee, a person or the AI agent, plus a due date and a month, and can have a reviewer.
- With a reviewer, a task is done only when that reviewer signs it off.
- What the AI agent isn't sure about comes to you as a question, not an entry.
- Recurring tasks are created on schedule. The AI agent's tasks wait until someone asks it to work them.
Where: Tasks, with the Work view by month.
Skills
Start from how the work is usually done.
Default skills show the AI agent how common jobs are done: month-end close, reconciling bank and card accounts, recording transactions, chasing invoices, a cash flow snapshot and organising tax season.
- Each company gets its own copy, which you can adapt to the client.
- Changes to a skill's recording or safety steps wait for approval in Tasks.
- Skills follow the company's AI Brain rules.
Where: AI Brain, then Skills, in each company.
Browse skills and promptsMonth-end close
Sign off the month when its work is done.
The close checklist, bank reconciliation prep and adjusting entries come together for your review. The AI agent runs the checklist and gathers the evidence; a person signs off.
- Only an owner or admin can sign off a close.
- Every task for the month must be done or carried over first.
- Sign-off waits while an entry is only proposed or a check is still open.
Where: Close, in each company.
Bank reconciliation
Reconcile against the statement. A person signs off.
Reconcile a bank or card account in QuickBooks or Xero: the AI agent prepares the match against the statement, and a person reviews and signs off. For Xero, the statement lines come from the statement you provide.
- Reconciliation sign-off is always a person's.
- QuickBooks companies can also connect a live bank feed, with AI category suggestions for you to approve.
- You review the match before you sign off.
Where: Reconcile an account, from the company.
Audit history
Every AI agent action, on the record.
Audit history records each tool call the AI agent makes, read or write, with its result, for each company: when, who, which company and through which AI app or key.
- Owners and admins see the full trail and can export it as a CSV.
- Everyone else sees the AI agent's activity in the companies they can see.
- In QuickBooks there is no delete tool: mistakes are corrected on the record.
Where: Settings, then Audit history.
Custom reports
Ask for a report once. Run it by name next month.
Ask the AI agent for the report you need from QuickBooks or Xero, with comparisons, and save it. Next month, anyone on the team runs it by name from their AI app.
- Built from the live books, not an export.
- Saved per company, so each client's pack stays its own.
- Anyone with access to the company can run them.
Where: In your AI app: ask the AI agent to save, list or run a report.
Documents
Keep the paperwork with the company.
Upload receipts, bills, statements and spreadsheets to each company's Documents tab, up to 25MB a file: PDFs, images, spreadsheets, CSV and common bank files.
- The AI agent can attach PDFs to QuickBooks records and download attachments.
- It can also work with attachments on Xero records.
- Everyone assigned to the company works from the same files.
Where: The Documents tab of each company.
Put it to work on your books.
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