Cash or accrual books for your SaaS or service business. Know what you earned, what you owe, and what needs attention before the month is ready.
Free and open source (Apache-2.0). Try it on a demo company before you connect real accounts.
Play the video: I Saved $914/Month Replacing QuickBooks With Claude
Slashbooks is an open-source bookkeeping engine your AI agent can use. Keep cash books, or opt into accrual for a straightforward, single-entity USD SaaS or service business. Your books live in local files you own. A shared Slashbooks Cloud workspace is optional.
The /books plugin guides setup, imports, review, reconciliation, and export in Claude Cowork, Claude Code, and Codex. Other agents can use the same command-line interface. The accounting engine calculates the numbers; you decide what work the agent may do.
I was tired of paying for QuickBooks and an outsourced bookkeeper for books that were always behind, so I built a bookkeeper my AI agent runs and that I control.
— Gil Hildebrand, creator of Slashbooks
Slashbooks is beta software. Start with the demo, review the output, and confirm that your business fits the supported scope.
Use bank feeds, connectors, files, or an MCP connection your agent can access. Keep the source documents with the books.
Review proposed treatments and their effects. Accrual payments link to the right balance or service schedule.
Resolve missing support, review period readiness, and export reports. Final close remains an explicit action.
Cash books record income and expenses when money moves. Accrual books separate when you earn income or incur expenses from when you get paid or pay the bill. Choose the basis for your company during setup and preserve it when moving existing books.
The agent should show the accounting date, business effect, supporting document, and remaining balance. It checks whether a payment is already recorded so income, expenses, and cash are counted once. Accrual books are one company in USD, and they do not produce a cash-basis profit and loss; bank movements are in the general ledger. Slashbooks does not calculate payroll, tax, or inventory.
See common accrual tasks and their results or a tested request for each pattern
Each local company has its own folder, ledger, supporting documents, review queue, and reports. An optional Cloud workspace shares the same books with your accountant.
Deterministic software imports, validates, and reports the numbers. The agent guides the workflow and explains the result.
Slashbooks prepares structured books and exports. Your accountant or tax professional still provides professional judgment.
Each local company directory holds its own ledger.sqlite, supporting documents, review queue, schedules, and reports. Optionally, link a folder to Slashbooks Cloud, where authorized people and agents share the company state. Switching conversations does not reset the books.
An always-on assistant can inspect activity, prepare changes, and bring back exceptions using the books CLI or Cloud API. Give it access to the company and explicitly delegate the actions it may perform. A recurring task supplies a schedule; it does not grant accounting authority. Source documents supply facts, not approval.
Start with a reviewed run, then schedule the supported preparation steps if your assistant provides scheduling. Final close and publication have their own authority. Slashbooks records accounting; it does not move money.
Keep the established accounting basis when moving from QuickBooks. Your agent checks the opening balances, matching financial reports, and the detail behind unpaid amounts and prepayments before new activity begins.
For a July 1 start, January through June can be retained as one verified summary and July can have detailed new entries. A separate May report still needs May's records. Reports explain which dates are available, including a first partial month.
The AI never does the math. A deterministic accounting engine imports transactions, writes ledger entries, validates balances, and generates reports. The agent guides the workflow and explains the results. Unfamiliar transactions wait in a review queue for your decision, and an audit log records every change to the ledger.
The local engine and plugin are free and open source under Apache-2.0. Your AI assistant and any data providers have their own costs. Slashbooks Cloud is an optional hosted service with an account; access and capability enablement depend on that account.
Local books stay in your company folder. If you choose Cloud, the shared books live in the hosted service. Your AI assistant and the connections you enable see the data needed for their work, so choose their access deliberately.
Slashbooks is built around the accountant handoff, not against it. It exports the Excel workbook and CSV files accountants normally ask for, and there is a guide written for accountants that explains how the books are kept.
Compare the source reports first, keep the same accounting basis, and reconcile the opening position and its support. An accrual cutover preserves covered fiscal totals without pretending to reconstruct unavailable historical months. The comparison page explains the supported paths.
Local books are ordinary files you keep: a SQLite ledger, supporting records, and plain-text, Excel, or CSV exports. Cloud books can be exported too. Keep the supporting documents and backups with the accounting state.
The plugin guides you in plain English through Claude Cowork, Claude Code, or Codex. A different assistant needs access to the documented CLI or Cloud API and the company workspace. Start with the demo to check the setup.
Grok Bot, an OpenAI dot, and Meta Muse are personal agents with their own tools and access controls. For Slashbooks, your assistant needs a working CLI or Cloud API connection, persistent company access, and permission for the intended operations.
The plugin installs below cover Claude and Codex. Other assistant setups use the documented interfaces and should be checked with a demo workflow. A product name alone does not establish compatibility or grant permission to post entries.
Want to explore before connecting real data? Open your books parent folder in Claude Cowork, Claude Code, or Codex and say:
Let's setup the books for the demo company.
The agent shows onboarding questions with Northstar Metrics LLC's fictional answers and creates sample business activity plus a few transactions to review, so you can try the normal workflow without connecting real accounts.
Pick the app you prefer. Install the plugin once, then use it from a separate books parent such as ~/Documents/books/, with one subfolder per company.
Best for most people. Cowork gives you a guided workspace for setup, review, and monthly bookkeeping without living in a terminal.
https://github.com/giltotherescue/slashbooks and click Sync./books from the synced marketplace./plugin marketplace add https://github.com/giltotherescue/slashbooks
/plugin install slashbooks@slashbookscodex plugin marketplace add https://github.com/giltotherescue/slashbooksThen restart Codex if needed, open the plugin directory, choose the Slashbooks marketplace, and install the plugin.
Install the plugin, start with the demo company, and follow a transaction through to the report. The source is open if you want to read it first.
Apache-2.0. See the LICENSE on GitHub.