AI & automation
What the AI does, where it stops, and how machine work gets reviewed.
Document Library
The evidence shelf: every stored file, filtered by channel and kind. Intake is the extraction desk next door.
How-toBookkeepers, Firm staff, Business owners
The Assistant
Ask about this client's books or about accounting in general. The Assistant cites sources and will not invent a figure.
How-toBookkeepers, Firm staff, Business owners
Bea
The messaging coworker: chase a missing document or a card charge over iMessage, email, or Telegram.
How-toFirm staff, Bookkeepers
Client Agents
Named agents that run bookkeeping work for this client. Their output lands in Review; they do not auto-post.
How-toFirm staff, Bookkeepers
AI Activity
The trace of machine work: what ran, what it read, and where the output went.
ReferenceFirm staff, Bookkeepers
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.
ConceptBusiness owners, Bookkeepers, Firm staff, Portal clients
Document intake
Getting documents in by email or upload, what extraction produces, how detection classifies a document, and how to fix a bad extraction.
How-toBookkeepers, Business owners, Firm staff
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.
How-toBusiness owners, Bookkeepers, Firm staff
AI and your data
What is sent to model providers and what is not, why your books are not training data, and how machine access is bounded and logged.
ReferenceBusiness owners, Firm staff, Portal clients, Bookkeepers