AI-assisted bookkeeping

The month-end close that closes itself

Fivebooks gives every business you look after one place per month — drop the documents in, and the work comes back done, checked and traceable.

Every close reviewed and signed by a certified accountant

Acme Cafe/August 2026
MayJunJulAugSep 4 of 5 done

August bucket

DBS-statement-Aug.csvBank
supplier-invoices.pdfInvoices
payroll-Aug-2026.xlsxPayroll
grab-receipts.zipReceipts
Drop files for August

Close ticket

ACME-2026-08-1In review

August bank reconciliation

AI review

3 transactions on 14 Aug have no matching receipt. Two look like the same Grab charge posted twice.

PLPriya assigned · due 12 Sep

1

place per business, per month

0

chasing spreadsheets over email

100%

of closes signed by a certified accountant

Month-end shouldn't feel like an excavation

Most bookkeeping isn't slow because the accounting is hard. It's slow because the inputs are scattered and the status is invisible.

The documents are everywhere

WhatsApp, three inboxes, a shared drive nobody maintains. Half the close is just finding things.

Nobody knows what's outstanding

“Did we get the August bank statement?” No one can answer without opening four windows.

The work has no memory

Last month's questions get asked again. The reasoning behind an adjustment lives in someone's head.

Three moves, and the month is behind you

01

Drop it in the month

Every business has a bucket for every month. Bank statements, invoices, receipts, payroll — in they go, from anyone you've given access to.

02

The work gets done

Your team works the month as a ticket. AI review findings land in the same thread, so questions and answers sit beside the documents that raised them.

03

The month closes

Reviewed, signed off, locked. The bucket, the ticket and the full trail stay exactly where anyone would look for them next year.

Verified by certified accountants · Human sign-off on every close ·Signed off
Why this isn't just AI output

A certified accountant signs every close

AI does the reading, the matching and the first pass. It does not get the last word. Every month is reviewed and signed off by a qualified accountant before it closes — so what you receive carries professional accountability, not a model's best guess.

A qualified human checks the work

Nothing reaches you straight from a model. Every figure passes a certified accountant who is accountable for it — the same standard as if we'd done it all by hand, because in the end we did.

Each month carries a name

Closing a month records who reviewed it and their designation, permanently. Open any past month and you can see exactly who put their name to it, and when.

The reasoning is kept, not just the answer

AI findings, the questions they raised and the human decision that followed all stay in the same thread. If a number is ever challenged, the trail is already there.

In practice: the AI flags a duplicate charge. An accountant confirms it, decides the treatment, and signs the month. You get the judgement of a professional, at the speed of automation.

The heart of it

A bucket for every month, and nowhere else to look

The single change that makes a close feel calm: every document a business produces in a month has exactly one place to be, and everyone who needs it knows where that is.

One drop zone per business, per month

No folder trees to design, no naming conventions to enforce. The month is the folder.

Tagged as it lands

Bank, invoices, receipts, payroll, statements. Scan a month's completeness at a glance.

Clients drop straight in

Give an owner access to their own businesses only. They upload; they never see anyone else's.

Locked when it's closed

Sign off a month and it seals. The trail of who added what, and when, is kept for you.

August 2026

Acme Cafe · 24 files

Open
Bank
Invoices
Receipts
Payroll
Drag anything here

The month is the anchor

Not projects. Not folders. Not threads. Every question a bookkeeper asks starts with a business and a month — so that's the shape of the whole product.

Apr
May
Jun
Jul
Aug
Sep
Closed In flight Not started

Same structure, two kinds of people

For firms

You keep the books for other people

  • Every client, every business under them, every month — one view
  • Assign work, review it, sign it off without leaving the ticket
  • Give each client access to their own businesses and nothing else
For owners

You own one business, or seven

  • Drop your month's paperwork in and get on with running the place
  • See exactly what's still outstanding before anyone has to ask
  • Every past month stays where you left it, permanently

Where this goes next

The workflow comes first. Once the month is a clean, structured unit of work, pointing a model at it is the easy part.

Available nowV1

The workflow, running

  • Buckets, tickets and months across every business you handle
  • Roles and access down to the individual business
  • AI review findings brought into the ticket thread
  • Full activity trail on every month
NextV2

The model, connected

  • Documents read and classified the moment they land
  • Reconciliations drafted against the month's bucket
  • Exceptions raised as tickets before anyone opens the file
  • The close proposed, with a human signing it off

Questions we get in the room

Does this replace our accounting software?+

No. It replaces the mess around it — the chasing, the folders, the “where is that statement”. Your ledger stays where it is.

What can our clients see?+

Exactly what you grant. Access is scoped to a client, and can be narrowed further to individual businesses under them. Clients can upload and comment; they can't move work through the process.

Where do the files actually live?+

In Google Cloud Storage under your own project, organised by business and month. Downloads go through short-lived signed links, so nothing is publicly addressable.

Is the AI making the accounting decisions?+

No. The model reads, matches and drafts; a certified accountant reviews every finding and decides the treatment. A month cannot close until a qualified person signs it off, and that stays true in V2 when the model is connected directly.

Who is accountable if something is wrong?+

A named accountant. Each closed month records who reviewed it and their professional designation, permanently and visibly to you — so accountability sits with a person, not a model.

Show us your worst month.
We'll show you the close.

Twenty minutes, one of your real clients, and you'll see the whole month in one screen.