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Getting started

What myBBS is (and how it thinks)

myBBS is a double-entry ledger with an automation layer on top. Understanding that order — ledger first, automation second — explains almost every design decision in the product.

Getting started

A tour of the workspace

Where everything lives: the sidebar, the top bar, the company switcher, and the groups that organize a client workspace — Review, Banking, Payables, Receivables, Accounting, Close, Reports, Documents, AI, and Client Settings.

Getting started

Your first week in myBBS

An ordered setup path: entity, chart of accounts, opening balances, bank accounts, then people and documents. Doing it in this order avoids most of the rework.

Getting started

How myBBS is organized

Firm, client, and company; the daily path through Review, Banking, and Close.

Getting started

Sample documents and templates

Teaching files you can download: a chart of accounts, a bank statement, bills, invoices, a journal entry, and printable invoice and bill pages.

Getting started

Home: every client at once

Firm staff land on Home. It is the picture of every client you reach, not one client's books.

Getting started

My Day

Your personal queue across every client: what is assigned to you, what landed overnight, and what is due today.

Close & controls

The Review Queue

The daily work surface: all work, assigned to you, exceptions, journal approvals, and sync differences.

AI & automation

Document Library

The evidence shelf: every stored file, filtered by channel and kind. Intake is the extraction desk next door.

Close & controls

Close Checklist and Task Board

Inside a close month folder: the Task Board, Reconciliations, Close Checklist, Intercompany, Eliminations, and Consolidated Statements.

The ledger

How the general ledger works

myBBS keeps one immutable, hash-chained journal. Everything else — every report, balance, and dashboard tile — is computed from it. Here is what that means in practice.

The ledger

Designing and maintaining the chart of accounts

Account types and why they matter, how deep to go, when to use a dimension instead of a new account, and how to change the chart safely once activity exists.

Banking

Setting up bank and card accounts

How bank accounts pair with the chart of accounts, the difference between connected feeds and manual accounts, and what to do when an account closes.

Banking

Categorizing the transaction feed

Turning raw bank activity into posted entries: what the AI proposes, how to review efficiently, matching against open bills and invoices, and building rules that hold up.

Banking

Reconciling a bank account

The statement-to-book tie-out: pick the account, enter the statement's ending balance, tick what cleared, drive the difference to zero, and lock the period.

Bills & vendors

Entering a bill

Getting bills into myBBS by email, upload, or hand entry; what the intake extraction does; and how to code, split, and route a bill correctly.

Invoices & customers

Creating and sending an invoice

Building an invoice that gets paid: dates, terms, line detail, sales tax, delivery, and what posts to the ledger when you send it.

Reports

The reports hub

Every report myBBS produces, what each one answers, and the two things that change what a report shows: scope and date range.

Reports

Reading the Profit & Loss

How the statement is built, what gross margin tells you, why cash and profit differ, and the checks worth running before believing a month.

Close & controls

Running a monthly close

The close checklist, the order that avoids rework, how the month folder is laid out, and when a period is genuinely ready to lock.

Close & controls

The Exceptions queue

Machine-originated events that could not safely post: what the block reasons mean, how to clear them, and why a growing queue is a configuration signal.

Close & controls

The audit trail and chain verification

The event log, the cryptographic chain that makes tampering detectable, external timestamp anchors, and how to produce an evidence bundle for an auditor.

Payroll

Start Using Payroll

Choose a company, import one provider pay run, and review a standardized employee register.

Payroll

Import and Review a Pay Register

Prepare CSV, JSON or PDF source data and reconcile a single payroll run before accounting.

Client portal

The client portal

What clients see when they sign in, how the portal stays current without anyone sending attachments, and what clients can and cannot do.

AI & automation

How the AI in myBBS works

What the automation does, the boundary it will not cross, why ambiguity becomes an exception rather than a guess, and how machine work stays attributable.

AI & automation

Document intake

Getting documents in by email or upload, what extraction produces, how detection classifies a document, and how to fix a bad extraction.

AI & automation

The myBBS coworker

The conversational assistant inside the workspace: what it can answer, what it can do on your behalf, and how it asks before acting.

Troubleshooting

My statements look wrong

A diagnostic path for the most common causes of a Balance Sheet or Profit & Loss that does not make sense — in the order that finds them fastest.

Troubleshooting

My reconciliation will not balance

Working the difference down: what specific difference amounts tell you, and the order of checks that finds the cause quickest.

Tips

Search before you hunt the sidebar

⌘K (Ctrl K) finds screens, companies, parties, and documents faster than opening every group.

Tips

Period is a folder, not a global filter

Opening a close month does not change Bank Feed, Review, or Reports. Only pages inside that folder are that month.

Tips

Proposed is not posted

Bank coding, intake fields, and agent drafts are proposals. Nothing reaches the journal until a person accepts it.

Tips

Match the bank line; do not type the bill again

The most common bookkeeping error is recording the same spend twice — once from the bill, once from the feed.