Workspace Bookkeeping
Connecting to your demo…

Ledger desk

Find outstanding balances. Prepare your next invoice.

Workspace date
Imported customers—Waiting for source
Opening balances above $10,000—Imported balances only
Demo invoices—Saved in your demo workspace

Ask your ledger

Request → review

Start with a balance report or prepare an invoice for review.

Offline uses an exact exercise parser. No LLM. Use a preset to see the supported wording.

About AI mode

Use a model with tool calling through OpenRouter, or connect Claude directly through Anthropic. The same review workflow applies.

Configure your provider and API key on the server, then restart.

Review before anything is created.

Try an exercise

Your own demo workspaceDemo invoices are saved for this browser. Nothing is sent to QuickBooks or emailed to customers. Use sample requests only.

Your ledger, at a glance

Loading the opening workspace report…

WELCOME TO LEDGER DESK

Step 1 of 7 · About 2 minutes

Your bookkeeping workbench

  1. 01 Ask
  2. 02 Review
  3. 03 Save

You can replay this anytime with “Take a tour.”