What it covers
Invoicing and AR
Invoices, line items, payments, and retainers. Billing that reflects the engagement it belongs to.
Payables
Vendors, expenses, and the AP workflow. The other half of the cash picture, next to the first half.
Bank feed
Transactions flow in and get categorized, so the books reflect reality without manual entry as the default.
Chart of accounts
A hierarchical COA you can actually edit, backed by a real ledger rather than a display layer.
Time
Time entries tied to the engagement they serve, feeding billing instead of living in a separate tracker.
Reports
The financial picture assembled from the ledger, ready for the Controller to reason on.
A real ledger underneath
Books runs on double-entry. Postings balance by construction, not by convention, which is what makes the statements above them trustworthy. This is the difference between an accounting surface and a pretty view over a spreadsheet: when the CFO pack produces a close summary or a cash model, it is reasoning over a ledger that cannot silently drift out of balance.Categorization that learns in the right order
Bank transactions are categorized by deterministic rules first: exact matches, contains matches, patterns, applied in priority order. AI handles the tail the rules do not catch. This ordering is deliberate. Rules are predictable and auditable, and they get the boring majority right every time. The model earns the ambiguous remainder. The Bookkeeper does the recording here, so the specialists above it inherit clean data instead of guesses.Books is rolling out with the Founding Operator Cohort and is the most actively developed surface in the product. The shape described here is the shipped architecture; expect the surfaces themselves to fill in quickly.