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Finance & Accounting

Run finance on a real ledger inside the same live workspace as your projects, files, invoices, notes, AI, API, and MCP tools.

One entity can stay simple like a checkbook. Another can use full double-entry. Both stay live, queryable, and connected to the same workspace.

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Ask In The Shell

workspace $ review my finances this month like a CFO
Change the finance goal and AI can review cash flow, invoices, expenses, currencies, entities, or correcting entries from live data.

Open A Finance View

Entity: AskRobots Studio Home Lab switch entity ▾
Month summary: $418.20 spent • $1,840.00 invoiced • $220.00 outstanding
Entity mode: AskRobots Studio • double-entry
Currencies: USD, USDC, BTC, XAU
Live at: Live today 11:42 AM • 3 recent journal entries posted
CFO note: Cash flow is healthy, but two overdue invoices and one correcting entry need review.
Because the books, invoices, files, and usage are already live in the workspace, finance questions do not require export or spreadsheet prep first.
Multiple Entities

Manage multiple companies, books, projects, or personal entities in one workspace without mixing their ledgers.

Simple Or Full Accounting

Choose basic bookkeeping that feels like a checkbook or use double-entry accounting depending on the entity.

AI-Assisted Entry

Scan documents, paste text, or type what happened and let AI draft journal entries or correcting entries for you.

Multi-Currency

Work with fiat, crypto, stablecoins, high-precision decimals, and even unit-based assets such as metals.

API & MCP Ready

Use the same finance system through the UI, shell, API, and MCP so integrations stay connected to live data.

Connected To The Workspace

Link finance records to projects, files, contacts, invoices, and notes so reporting reflects the real state of work.

Live finance context: Your books, invoices, files, notes, projects, and AI usage already live in the same system. That means finance questions, journal drafting, and reporting work on current data without export steps, spreadsheet prep, or separate sync tools.

Ledger Snapshot

Date Entry Currency Mode Amount
2026-03-03 Client invoice posted USD Double-entry $1,250.00
2026-03-05 Contractor payment USDC Double-entry 820.00
2026-03-09 Tool renewal USD Simple book $49.00
The point is not just reporting. These records are already live, linked, and usable by AI, API, and MCP without another migration step.
Built On A Real Ledger
  • Choose simple bookkeeping that feels like a checkbook
  • Use double-entry accounting when you need a fuller ledger
  • Create multiple companies or entities with their own books
  • Run recurring journals, reports, summaries, and period close workflows
AI Helps With Entry Too
  • Scan receipts, invoices, and statements
  • Paste plain-language descriptions into the shell
  • Draft journal entries and correcting entries with AI
  • Review finances like a CFO without rebuilding the data elsewhere