ProfitBooks

Ask about your business. Get answers from your books.

ProfitBooks does your bookkeeping from your bank statements — upload the PDFs and it reads, categorizes and keeps your books current. Connect it to your AI assistant and ask the questions you'd ask a bookkeeper sitting next to you, whenever you want.

What can you do?

• Understand your profit: See how the business is doing this month, whether you're more profitable than last year, and where the money is actually going.
• Explore your financials: Get your profit and loss, balance sheet and cash flow for any period.
• Watch your spending: Find out what you spent on software, subscriptions or a specific vendor, and which expenses grew the most.
• Stay on top of your statements: Upload a bank statement right in the chat, check whether it has finished processing, and find missing months.
• Clear your review queue: See which transactions need your review, and let your AI bookkeeper propose categories for you to confirm.

Your data stays under your control Your assistant can only see the businesses, reports, transactions and statements available through your ProfitBooks account. It never sees your password or bank login.

What to know Nothing changes in your books until you say so. When your assistant proposes categorizing or verifying transactions, or undoing a change, it shows a card, and only your Confirm click updates your books. It can also save a note you dictate about a group of transactions. It can't move money, change your settings or delete anything. Answers reflect the transactions you've verified so far. If a statement is missing or transactions are still under review, your assistant will tell you the numbers aren't final yet.

Getting started Sign in with your ProfitBooks account and approve access once. Disconnect at any time from your assistant or ProfitBooks settings. New to ProfitBooks? Create an account at profitbooks.ai, upload a bank statement, and start asking.

https://profitbooks.ai/guides/connect-your-ai-assistant/