books

Set up a new business for bookkeeping, or update an existing business profile. Trigger phrases: "set up bookkeeping", "onboard my business", "start bookkeeping", "create entity", "set up a new entity", "initialize books", "add a business", "update business profile", "re-onboard".

Ask a plain-English financial question about the books and get a plain-English answer drawn from the actual ledger data. Trigger phrases: "ask about my books", "how much did I spend on", "what was my revenue", "how much did I pay", "what are my expenses", "show me my income", "how much did I make", "what did I spend on", "financial question", "query my books", "look up a transaction".

Run a backtest: import historical transactions, compare against QuickBooks references, and build the migration confidence report. Trigger phrases: "run the backtest", "compare against QuickBooks", "migration confidence", "trust ramp", "backtest the books", "validate against QuickBooks", "compare my books", "run comparison", "categorize differences".

Run a monthly or periodic books close: pull new transactions, categorize unknowns, reconcile balances, and produce a session summary. Trigger phrases: "close the books", "run the close", "close this month", "close June", "pull in new transactions", "do the bookkeeping", "monthly close", "import transactions", "categorize transactions".

Generate the year-end or period-end CPA package: sanity-check the books, then produce the workbook and CSV exports ready to hand to an accountant. Trigger phrases: "generate CPA package", "prepare for my accountant", "year-end package", "tax package", "create the workbook", "accountant package", "export for CPA", "prepare financials for CPA", "close year-end", "generate financials".

Review and approve queued transactions one at a time. The owner confirms or corrects each categorization before it posts to the books. Trigger phrases: "review the queue", "approve transactions", "review pending items", "confirm categorizations", "go through the queue", "review bookkeeping", "approve the queue", "what needs review".

Start here for company books. Use when the user wants to set up bookkeeping, close books, review transactions, backtest against QuickBooks, ask financial questions, or prepare accountant exports.