Accounting that runs
on pure intelligence.
EliteBooks is an AI-powered financial operating system with autonomous agents handling invoicing, expenses, payroll, reporting, FinOps, and personal finances — all automated and clearly explained.
Live Banking & Plaid Sync
12,000+ banks connected in real time.
Connect checking, savings, and credit card accounts seamlessly with Plaid. EliteBooks streams live transaction feeds with automatic reconciliation and forensic duplicate fee detection.
- Instant balance & liquidity tracking
- Multi-account cash aggregation
- Forensic duplicate fee sentry
- 5-pillar strategic financial advice
Computer Vision & Banking OCR
Visual intelligence powered by Computer Vision OCR.
Transform paper statements, checks, wire confirmations, and deposit slips into structured general ledger data. Account numbers are tokenized in RAM via our Ephemeral PII Vault before AI extraction.
- Complex table & transaction extraction
- Check payee, amount & memo parsing
- Ephemeral PII Vault account masking
- Sub-second visual processing
Advanced Invoice Creator
Professional billing, automated.
The all-new Invoice Creator transforms billing into a high-speed, automated workflow. Draft enterprise-grade invoices in seconds with real-time math, dynamic line items, and custom branding presets.
- Live calculation of taxes & discounts
- Custom logo & branding themes
- One-click PDF & smart sending
- Multi-payment method support
Personal AI Autopilot
Your personal financial autopilot.
Go beyond business. Manage your personal wealth with an autonomous agent that predicts cash flow, protects you from overdrafts, and identifies "hidden money leaks" in your subscriptions.
- 60-day cash flow forecasting
- Autonomous bill protection
- Subscription leak detection
- Goal-driven auto-savings
Cloud & AI FinOps
Optimize AI & Cloud spend autonomously.
Manage Total Technology Value (TTV) across public cloud, SaaS, and AI infrastructure. Our agent monitors GPU/token costs, identifies waste, and executes real-time architectural optimizations.
- FinOps for AI (GPU/Token tracking)
- Automated FOCUS 1.3 spec reporting
- Shift-left architectural cost control
- SaaS license & ITAM integration
Wealth Governance
Full-context financial reasoning.
Beyond simple tracking, EliteBooks provides proactive intelligence on tax optimization, ETF structures, and multi-account debt management with high-level security and trust.
- Real-time tax optimization
- Automated portfolio rebalancing
- Strategic credit score guidance
- Secure full-context reasoning
Predictive Intelligence
Know the future, not just the past.
While others show you history, EliteBooks shows you what's coming. Our predictive engine analyzes trends to forecast revenue and expenses months in advance with 98% accuracy.
- ML-driven revenue forecasting
- Anomaly & fraud detection
- Natural language reporting
- Dynamic scenario modeling
Autonomous Regulatory Tax Sentry
IRS.gov & State statutory policy intelligence.
Constantly scans IRS.gov, SSA.gov, and State Revenue departments for tax bracket changes, standard deduction updates, and Social Security wage base adjustments with mandatory Human-in-the-Loop staging.
- Continuous IRS & SSA portal scanning
- Monte Carlo net pay impact simulation
- Human-in-the-Loop review & approval gate
- SHA-256 sealed audit lock ledger
Financial HR & Workforce Studio
People, PTO, and 30-Day Recovery Bin.
Autonomous workforce management connecting employee records, project labor timesheets, benefits burden rates (9.8%), and a safe 30-day soft-delete recovery system.
- Full-field profile editor with reactive math
- 30-Day soft-delete recovery countdown
- PTO approvals synced to payroll stubs
- 100% Form W-4, I-9, & W-9 verification
Statutory Payroll & Live Paystubs
Pay your team with IRS 15-T precision.
Penny-accurate gross-to-net payroll using official 2026 IRS Publication 15-T percentage method brackets, FICA Social Security ($184.5k cap), 1.45% Medicare, and state tax tables (NYS-50-T, IL-700-T, CA DE 44).
- IRS Pub 15-T progressive withholding
- Social Security $184,500 wage base cap
- State-specific tax engines (NY, IL, CA)
- Interactive paystub inspector & PDF slips
Intelligent Inventory
Predictive supply chain management.
Track stock across any number of locations. The system uses predictive AI to manage reorder points and calculate COGS dynamically, ensuring you never miss a sale.
- Multi-location sync
- AI reorder triggers
- Real-time COGS analysis
- Supplier integration