Offbooks ai

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India HQFounded 2020

Deployment

Web-basedAndroidWindowsMaciPhone/iPad

Overview

About Offbooks ai

OffBooks is a financial operating system for agencies and freelancers, run by an AI agent called Penny that works inside Slack.

Forward an invoice or drop a photo of a receipt into a channel. Penny reads it, pulls the numbers off it, files it as cash in or cash out, and keeps your books current without anyone opening a spreadsheet. She builds your chart of accounts from how your business actually spends money rather than dropping you into a template designed for someone else's industry.

No bank connection to set up. You upload statements through Slack. $2,400 a year.

At a glance

Software information

Industries served, licensing and the support Offbooks ai provides.

Industries

  • Marketing-advertising
  • Design
  • Graphic-design
  • Program-development
  • Biotechnology

Licensing

  • Proprietary
  • Annual Subscription

Support

  • Email
  • Live Chat
  • Phone
  • 24x7 Support

Training

  • Webinar
  • Documentation
Languages (4)
EnglishFrenchGermanSpanish
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Capabilities

Offbooks ai features

The full feature set, grouped by module.

Accounting

  • Billing & Invoicing
  • Budgeting and Forecasting
  • Bank Reconciliation
  • Expense Tracking
  • Financial Reporting
  • Purchase Orders
  • AI Features

AI Agent Builders

  • Agent Creation & Management
  • AI Training & Fine-Tuning
  • Personalization & User Profiling
  • Workflow Automation & Integrations

Financial Planning

  • Accounting Integration
  • Budgeting & Forecasting
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • AI Features

Plans

Offbooks ai pricing

Free Version
No
Payment Frequency
Annual Subscription
Preferred Currency
USD ($)
OffBooks costs $2,400 a year. It is built for people running real cashflow businesses: agency operators, studios, freelancers, and solo consultants who want to know their numbers without becoming an accountant.

Works with

Integrations

Offbooks ai connects with the tools your team already uses.

slackGmail

Media

Screenshots & video