Accounting that
runs itself.
EliteBooks is an autonomous financial intelligence platform / Financial Operating System (OS). Powered by 15 specialized domain agents, live Plaid banking feeds, computer vision OCR, and interactive voice triggers, EliteBooks seamlessly integrates every functional area — from the Banking module and the Invoicing tool to the Payroll application, FinOps, and Personal Wealth — into a unified, mathematically balanced general ledger backed by total manual control and continuous SOC 1 & SOC 2 Type II trust controls.
EliteBooksVoice intent transcribed via Whisper. Synced Plaid bank feed ($42,150 liquid cash). Verified all 6 continuous SOC 1 & SOC 2 controls. Trial balance is in equilibrium ($0 variance). Prepared invoice draft for Acme Corp ($15,000, Net 30).
Everything your business needs.
Full QuickBooks-class accounting, supercharged with live banking feeds, computer vision OCR, and continuous SOC compliance.
Merkle Blockchain & L2 State Seals
Computes cryptographic Merkle Tree roots across all journal entries, notarizing immutable balance state seals onto Base L2, Polygon, and Arbitrum.
1-Click CPA Cryptographic Certificate
Generates official, print-ready Certificates of Ledger Integrity & Solvency with Merkle checksums, block heights, and GAAP invariant verification.
Autonomous Command Cockpit
Unified executive HUD featuring live 10-agent fleet status matrix, voice omni-bar, interactive query chips, and proactive intelligence feed.
Live Banking & Plaid Sync
Connects to 12,000+ banks & credit unions via Plaid for automated balance updates and real-time transaction streaming.
Computer Vision & Banking OCR
Extracts full tables, opening/closing balances, checks, and wire confirmations from photos or PDFs via Computer Vision OCR.
Banking AI Copilot & 5-Pillar Advice
Forensic cash flow auditing, duplicate fee detection, and personalized 5-pillar strategic advice directly from your bank feed.
Income and Expense Tracking
Automatically syncs with bank and credit card accounts to log, sort, and categorize daily spending with over 95% AI confidence.
Invoicing and Payments
Creates custom professional invoices via natural language and lets clients pay directly online via integrated Stripe card & ACH links.
Statutory Payroll & Paystubs
Calculates penny-accurate gross-to-net withholdings using official 2026 IRS Publication 15-T, FICA ($184.5k cap), and state tax tables.
Autonomous Regulatory Tax Sentry
Continuously monitors IRS.gov, SSA.gov, and State Revenue departments for tax policy updates with Human-in-the-Loop staging.
Multi-Cloud FinOps & M365 Intelligence
Live cost telemetry across AWS, Azure, GCP, OpenAI, and Microsoft 365 license seat optimization with interactive anomaly diagnostics.
Financial Reporting
Generates GAAP-compliant profit and loss statements, balance sheets, and cash flow summaries locked with SHA-256 integrity.
Financial HR & Workforce Studio
Integrated personnel management, PTO tracking, project timesheets, benefits burden rates (9.8%), and a 30-Day Recovery Bin.
Project Management & Construction Financials
Advanced job costing, retainage tracking (5-10%), change orders, and forecast cost-to-complete (ETC) modeling.
Inventory Tracking
Monitors stock levels in real time as sales and purchases happen with automated reorder point alerts.
Receipt and Mile Tracking
Snaps photos of receipts and logs business travel for IRS Section 162 tax deductions ($0.67/mi).
Continuous Books Quality AI
Real-time 0-100 Books Health score, duplicate transaction detection, unallocated cost screening, and quarterly intelligence reports.
Batch Studio & Excel Sync
High-volume batch invoicing and expense categorization with pre-execution safety previews and bi-directional Excel sync.
Voice AI & Speech Operations
Speak naturally in 7 global languages to invoice clients, log expenses, and query reports with Whisper STT voice triggers.
Interactive HITL Workflow Safety
Visual review modals for collection email drafts, cloud anomaly reports, and policy updates before committing to live ledgers.
Ephemeral PII/PHI Masking Vault
In-memory tokenization and RAM masking for bank credentials, tax IDs, and healthcare PHI with real-time heuristic fraud detection.
Merkle Blockchain & L2 State Seals
Computes cryptographic Merkle Tree roots across all journal entries, notarizing immutable balance state seals onto Base L2, Polygon, and Arbitrum.
1-Click CPA Cryptographic Certificate
Generates official, print-ready Certificates of Ledger Integrity & Solvency with Merkle checksums, block heights, and GAAP invariant verification.
Autonomous Command Cockpit
Unified executive HUD featuring live 10-agent fleet status matrix, voice omni-bar, interactive query chips, and proactive intelligence feed.
Live Banking & Plaid Sync
Connects to 12,000+ banks & credit unions via Plaid for automated balance updates and real-time transaction streaming.
Computer Vision & Banking OCR
Extracts full tables, opening/closing balances, checks, and wire confirmations from photos or PDFs via Computer Vision OCR.
Banking AI Copilot & 5-Pillar Advice
Forensic cash flow auditing, duplicate fee detection, and personalized 5-pillar strategic advice directly from your bank feed.
Income and Expense Tracking
Automatically syncs with bank and credit card accounts to log, sort, and categorize daily spending with over 95% AI confidence.
Invoicing and Payments
Creates custom professional invoices via natural language and lets clients pay directly online via integrated Stripe card & ACH links.
Statutory Payroll & Paystubs
Calculates penny-accurate gross-to-net withholdings using official 2026 IRS Publication 15-T, FICA ($184.5k cap), and state tax tables.
Autonomous Regulatory Tax Sentry
Continuously monitors IRS.gov, SSA.gov, and State Revenue departments for tax policy updates with Human-in-the-Loop staging.
Multi-Cloud FinOps & M365 Intelligence
Live cost telemetry across AWS, Azure, GCP, OpenAI, and Microsoft 365 license seat optimization with interactive anomaly diagnostics.
Financial Reporting
Generates GAAP-compliant profit and loss statements, balance sheets, and cash flow summaries locked with SHA-256 integrity.
Financial HR & Workforce Studio
Integrated personnel management, PTO tracking, project timesheets, benefits burden rates (9.8%), and a 30-Day Recovery Bin.
Project Management & Construction Financials
Advanced job costing, retainage tracking (5-10%), change orders, and forecast cost-to-complete (ETC) modeling.
Inventory Tracking
Monitors stock levels in real time as sales and purchases happen with automated reorder point alerts.
Receipt and Mile Tracking
Snaps photos of receipts and logs business travel for IRS Section 162 tax deductions ($0.67/mi).
Continuous Books Quality AI
Real-time 0-100 Books Health score, duplicate transaction detection, unallocated cost screening, and quarterly intelligence reports.
Batch Studio & Excel Sync
High-volume batch invoicing and expense categorization with pre-execution safety previews and bi-directional Excel sync.
Voice AI & Speech Operations
Speak naturally in 7 global languages to invoice clients, log expenses, and query reports with Whisper STT voice triggers.
Interactive HITL Workflow Safety
Visual review modals for collection email drafts, cloud anomaly reports, and policy updates before committing to live ledgers.
Ephemeral PII/PHI Masking Vault
In-memory tokenization and RAM masking for bank credentials, tax IDs, and healthcare PHI with real-time heuristic fraud detection.
15 Specialized AI Agents. Zero Effort.
Specialized autonomous domain agents collaborate seamlessly across every module to manage your enterprise finances.
Invoicing Agent
AR & One-Shot DraftingLedger Agent
Double-Entry BooksExpense Agent
Categorization & Sec 162Banking Agent
Plaid Sync & AdvisoryVision OCR
Statement & Check VisionTax Sentry Agent
IRS & State Policy ScannerBooks Quality AI
0-100 Health SentryOrchestrator
Master ControllerCash Flow
Forecasting & RunwayPayroll Agent
IRS Pub 15-T & FICA StubsHR & Workforce
PTO, Timesheets & 30d BinProjects & Job Cost
Construction & ETCCompliance Agent
ASC 606 & GAAP AuditsFinOps Agent
AWS/Azure/GCP/M365 CloudPersonal Finance
Wealth & Founder DrawsFraud Sentinel
Ephemeral PII/PHI VaultInvoicing Agent
AR & One-Shot DraftingLedger Agent
Double-Entry BooksExpense Agent
Categorization & Sec 162Banking Agent
Plaid Sync & AdvisoryVision OCR
Statement & Check VisionTax Sentry Agent
IRS & State Policy ScannerBooks Quality AI
0-100 Health SentryOrchestrator
Master ControllerCash Flow
Forecasting & RunwayPayroll Agent
IRS Pub 15-T & FICA StubsHR & Workforce
PTO, Timesheets & 30d BinProjects & Job Cost
Construction & ETCCompliance Agent
ASC 606 & GAAP AuditsFinOps Agent
AWS/Azure/GCP/M365 CloudPersonal Finance
Wealth & Founder DrawsFraud Sentinel
Ephemeral PII/PHI VaultReady to automate your accounting?
Join businesses that trust EliteBooks for autonomous, SOC 1 & SOC 2 certified financial operations.
Get Started Free