Bluebook
AI-powered platform for accounting firms to accelerate research, reconciliations, and monthly closings.
Executive Summary
Bluebook Financial Software offers an AI-powered platform designed for accounting firms, leveraging AI agents to streamline and accelerate core accounting processes such as research, reconciliations, and monthly closings. This automation aims to significantly enhance productivity and improve decision-making within accounting practices. The platform provides specific integrations to automate tasks within popular accounting systems. For instance, with NetSuite, Bluebook automates vendor bill processing, expense recognition, and the creation of journal entries for accruals and prepaids. For QuickBooks, it offers email bill ingestion with OCR parsing, multi-entity support, and an AI-powered accounting assistant. These capabilities help accounting teams save substantial time, with claims of up to 80% time saved on specific tasks.
Use Cases
- Accelerate accounting research with AI agents
- Automate financial reconciliations
- Streamline and accelerate monthly financial closings
- Automate vendor bill processing and expense recognition
- Generate journal entries for accruals and prepaids
Features
Intelligence
- AI Accounting Agents: Intelligent agents designed to automate and assist with complex accounting tasks.
- OCR Bill Ingestion: Automated extraction of data from vendor bills and other financial documents using OCR.
- Automated Journal Entry Creation: AI-powered generation of journal entries for accruals and prepaids.
- Multi-Entity Management: Support for managing financial data across multiple QuickBooks companies.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
AI/ML Stack
- AI/ML
- OCR
Integrations
- NetSuite
- QuickBooks
Security & Compliance
Encryption: Data encrypted in transit via secure API connections.
Pricing
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
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