Build
The record you are missing
Work that lives in spreadsheets, inboxes and one person's head gets a real record, with definitions and an audit trail.
What you know.
For the people who own the books
Agents need a record. We build it.
We build that record, migrate or modernize the systems behind it, and put agents on the work with your team approving every step.
Works with the systems you run
- NetSuiteERP
- SAPERP
- Dynamics GPERP
- QuickBooksAccounting
- Practice CSPractice
- UltraTax CSTax
- VertexTax
- SalesforceCRM
- HubSpotCRM
- StripePayments
- ExpensifyExpenses
TylerGovernment- CaselleGovernment
- MRIReal estate
- ExcelSpreadsheets
- Power BIReporting
- AlteryxAnalytics
- AWSCloud
- ServiceNowWorkflow
- n8nAutomation
- ZoomMeetings
And the AI platforms behind the agents
- OpenAI
- Anthropic
- Gemini
- Llama
Right now, your close runs on Maria.
The real process lives in one person's head, a file called FINAL_v7 and an email thread nobody wants to open.
An agent can't ask Maria.
It reads the record. So we write down what Maria knows, connect the systems behind it and give agents a record they can trust. Maria gets to do Maria's job.
Example readiness boardFinance and operations
- Books cleaned upOne ledger, one chart of accounts, history loadedReady
- Customers cleaned upOne list, no duplicates, billing matches contractsReady
- Vendors set upSet up once, with terms and an approval pathReady
- People and payroll alignedOne employee list, with roles and cost centersReady
- Operations tied inOrders, jobs and inventory match the booksReady
- Systems stitchedConnected, with one meaning for every termIn review
- Rules and owners agreedWhat one person knows, written down and signedIn review
Agents locked until all seven pass5 of 7
Before an agent touches your business
Duplicate customers. Three versions of last month's numbers. A process only one person understands. Agents would run that mess faster, so we clean it up first.
- Migration and data import
- Customer, vendor and payroll setup
- Clean-up across finance and operations
Everything your business runs on, in one record
Your business lives in systems, spreadsheets, inboxes and people's heads. We stitch it together, agree what every term means, and write down the rules and who owns them.
- Systems stitched together
- One dictionary across the business
- Rules, exceptions and owners agreed
What you have today
Accounting systemBanksPayrollCRMOrdersInventoryProjectsContractsSpreadsheetsInboxesPeople's heads
The EveryBooks record
- Clean dataMigrated, imported and de-duplicated
- DictionaryOne meaning for every field and name
- RulesPolicies, limits and how the work is done
- ExceptionsEach with a reason and a date
- OwnersWho decides, who signs
- ChecksNothing moves until it ties
Then agents do the work
CloseFP&ASOX and auditCompliance and taxBoard reportingOrder to cashProcure to pay
| Work | Agents handle | Your owner |
|---|---|---|
| Month-end close | Routine matches, accruals and review notes | Controller |
| Forecast | Updated model and variance drivers | FP&A lead |
| SOX control | Evidence collected and test drafted | Control owner |
| Compliance filing | Draft on the official form, with support | Compliance lead |
| Board pack | Pack tied to the ledger, changes explained | CFO |
| Vendor payment | Bill matched to PO and terms | AP approver |
| Rule change | Proposal showing what it would change | Rule owner |
Agents act inside the limits you set
With the foundation ready, agents take on the work. They act inside your limits, log every step and send anything outside those limits to the right person. Your team owns the rules and the exceptions.
- Every action logged
- A named owner for all work
- Limits set by your team
What we do
Three things, in whatever order your books need them.
Modernize & Migrate
The record you already have
Staying on a private, paid-for system? We make it agent-ready where it sits. Ready to leave? We migrate it with full history and a signed tie-out.
What you know, on a system that can hold it.
Operate
Agents on that record
Agents do the volume work and log every action. Your team reviews the exceptions, approves what leaves the building and learns to run the agents.
What agents may do, and what they did.
The rules live in the record.
Agents are only as good as the record they read, and only as safe as the record they write to. The first agent is easy to watch. By the tenth, across close, payables, tax and reporting, you need one set of rules and one log for all of them.
One rulebook
Limits on amounts, accounts, vendors and approvals are written into the record once, so every agent follows the same rules. Changing a rule needs sign-off.
Every action on the record
Each run is logged in order, with what the agent read, what it did, which rule allowed it and who approved what. The log doubles as control evidence for your auditor.
Checked against the source
Agents tie their work back to the bank statement, subledger or filing. Anything that does not tie, or that the agent is unsure of, goes to a review queue.
A list and a pause switch
Every agent is listed with its owner, what it can touch and what it costs to run, and any agent can be paused at once.
Built for agents. Run by people.
Most companies bolt AI onto systems designed for people, then ask people to check the AI's work. We design the system around agents and put your team in charge of running and governing them.
Read the books
Audit your records, data, controls and roles.
Design for agents
Build, modernize or migrate the record.
Ship agents
Shadow mode against today's results, then production.
Train operators
Your staff learn to run and govern the agents.
Run and improve
Monitoring, new workflows, and every agent listed with its owner, its limits and its cost.
Who we work with
Finance and tax leaders from mid-market companies to Fortune 500 enterprises. Pick your world and the work we do in it.
For every finance team
Some work looks the same in every industry. A slow close, scattered priorities, control gaps and a growing number of agents need the same fix at a property company and at a CPA firm.
- Finance function assessmentA clear read on how finance runs today, and a plan to improve it.
- Finance transformation and governanceOne prioritized plan for every systems, close and control request, with owners and a weekly rhythm.
- Close accelerationA faster, cleaner close across every entity, with blockers and root causes on the record.
- FP&A and forecastingBudgets, forecasts and variance analysis built on numbers everyone trusts.
- Procure to payVendors, bills and payments on one controlled process.
- SOX and audit readinessControls, remediation and evidence stay ready all year.
- Agent governance and audit trailEvery agent under one set of rules, with a record your auditor can replay.
Private equity & multi-entity
Every acquisition brings another set of books. We move each company's history into your ERP, build one revenue record across all of them, and let agents refresh the board pack every month.
- Post-acquisition integrationWe bring every acquired company onto one set of books.
- ERP selection and migrationWe help you choose the right platform and move you onto it.
- Board and investor reportingReporting that is accurate and arrives on time every month.
- Revenue analyticsOne trusted view of revenue, growth and retention.
- Due diligence readinessYour books are ready before the buyer starts asking questions.
CPA & advisory firms
Busy season runs on overtime and a few senior people. We connect Practice CS and UltraTax, put every client deadline on one record, and let agents prepare returns, reports and bills for your staff to review.
- Practice management modernizationPartners see WIP, AR and realization without waiting for a report.
- Tax compliance operationsRecurring tax work becomes faster, more accurate and easier to review.
- Client accounting automationClient bookkeeping and reconciliations run with far less manual work.
- AI adoption and enablementYour team learns to use AI safely in daily client work.
- Business development automationPublic sector bids are found for you and matched to your services.
Financial institutions
Operations teams re-key documents and check fees by hand. We build agents that validate documents and reconcile fees inside your own systems and cloud, with your team approving every exception.
Manufacturing & distribution
Tax, receivables and compliance reports are rebuilt from SAP every period. We automate SAP through the screens you already use and let agents produce sales tax, VAT, receivables and SOX reports on schedule.
Consumer & e-commerce
Marketplaces, stores and your website never agree with the ledger. We bring channel and point-of-sale data straight into your books and let agents match payouts, flag short payments and track every license.
- Channel revenue reconciliationEvery sales channel reconciled to your books.
- Sales tax complianceMulti-state sales tax filed accurately and on time.
- Licensing and regulatory complianceEvery license and registration kept current.
- International entity accountingForeign entities and currencies managed in one place.
Real estate
Tenant balances sit in the property system and follow-ups sit in inboxes. We keep your property system as the ledger and let agents send statements and routine follow-ups inside limits your team sets.
Public sector
Reconciliations are months behind and the auditor is coming. We keep your current ledger, read the bank statements and reconcile every account and fund each month for finance to approve.
What changes when the books are ready
One set of numbers for the board.
Every company in the group sits on one ledger and ties out, so finance reports on it as one business.
Multi-entity groups
Filing season stops running on one person's spreadsheet.
State filings sit on one record, and agents draft returns on official forms for staff to review.
Tax practices
Fewer tax adjustments to defend in an audit.
Agents build the monthly tax import from raw AR and AP and log every change.
Manufacturing
Documents checked before anyone opens them.
Agents validate and extract onboarding documents inside your own cloud and flag what is missing for your team.
Financial institutions
Which record should agents work on first?
Leave your work email and we will send times for a 20-minute discovery call.
Prefer email? info@everybooks.ai