How the HelloBooks AI agent handles it
You ask in plain English, the AI does the bookkeeping work, and you or your accountant approve the result.
- You ask: “Across all my companies, what cash do we have and what is owed to us?”
- The AI agent: The agent reads the latest bank balances and receivables in each organisation you have access to, lists them by company and gives a total, noting balances that are owed between your own companies.
- You review: You check that intercompany balances agree on both sides and decide, with your accountant, how to settle or document them.