What would you like to know?

Ask about a published accounting workflow. Bookkeeper AI will clarify the client when it affects the answer and show the supporting sources.

Answers use retrievable published knowledge only. Verify client-specific details before acting.

Knowledge Library

Every published source Bookkeeper AI can cite, with its review status.

Knowledge overview

Review new sources, resolve knowledge gaps, and monitor usage.

Queue

Items awaiting SME validation or QC certification. Actions are enabled according to your permissions.

All sources

Validated and published knowledge. New uploads stay in the Queue until an SME validates them.

Attention needed

Outdated, incorrect, or incomplete knowledge flagged by Bookkeepers or the system.

Unanswered questions

Knowledge gaps tracked automatically when Bookkeeper AI cannot find retrievable published guidance. Similar questions are grouped per client, so client-specific needs are never merged.

Users

Manage access, roles, and individual permissions. Every change is recorded in the audit log.

Invitations

Invitations expire after 14 days. Reminders are sent manually, up to two per invitation.

Audit log

Read-only record of access, user, and knowledge lifecycle events. Entries cannot be edited or deleted. Times are shown in UTC.

Compliance and security only Chat content, AI instructions, retrieval telemetry, and expert learning signals are kept separately in AI Insights → Activity & Training.

AI insights

Monitor Bookkeeper AI usage, estimated cost, answer quality, and improvement signals.

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Usage by user