AI-powered bookkeeping and financial forecasting for business owners
OffBooks is bookkeeping that runs inside Slack. You forward an invoice or a receipt and Penny, the agent behind it, files it, sorts it into money in or money out, and squares it against your statements. No bank connection. No login. Nothing to migrate.
Ask her what you made last month and she answers in the channel. Ask what you're spending on software, contractors, or salaries and she breaks it down by line. When something looks wrong, a duplicate charge, a vendor that quietly doubled its price, she says so before you find it yourself.
Built for agency owners and freelancers running a real cashflow business who have never once wanted to open accounting software. $2,400 a year. You can rename her.
-
Automated bookkeeping and transaction categorization
-
Real-time profitability dashboards and metrics
-
Cash flow forecasting and predictive insights
-
Financial data consolidation from multiple sources
-
Designed for business owners with no accounting expertise
-
Small business owners automating monthly bookkeeping tasks
-
Startups monitoring real-time profitability without hiring a bookkeeper
-
Freelancers tracking expenses and forecasting cash flow
-
Service businesses needing consolidated financial dashboards
-
Companies reducing reliance on external accounting services