Apps / Finance
Sample dataMonth-end is a scramble.
Closing is slower where it is manual: 69% vs 29%1.
Sample books in the default install; ERPNext is not bundled. Reconcile gives suggestions only; the close is a fiscal-year voucher that needs your approval.
What Books does
- Prepares the close checklist from the ledger
- Suggests categorisation and matches
- Stages the fiscal-year closing voucher for approval
What it will not do without your approval. Post to the ledger on its own. The close locks the fiscal year, so it always needs a person.
Works with
- ERPNext (core)
- Your accounting system
Part of the Finance agent in Finance. The agent uses your model and your key: how that works.