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: “What has the AI posted this month that my accountant has not reviewed yet?”
- The AI agent: The AI lists transactions posted since the last review with the confidence of each categorisation, and highlights the low-confidence ones for the accountant's queue.
- You review: Your accountant works through the queue, corrects any coding, answers or raises questions on specific entries, and marks the month reviewed.