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Bookkeeping mobile app with an AI agent
A mobile app where a business owner sees revenue and profit, scans receipts, sends invoices and asks an AI agent about their books.
Client: Small business bookkeeping app
Overview
Small business owners need to know whether they're making money without opening a spreadsheet or waiting for their accountant.
The app puts the books in their pocket: year-to-date revenue and profit on the home screen, one-tap receipt scanning, invoicing, reports, and an AI agent to ask questions.
What was delivered
- Dashboard with revenue and profit for the year to date
- Scan a receipt with the camera from the Scan button in the tab bar
- Review transactions with a badge for the ones waiting
- Create invoices and view reports
- Cash chart of money in and out over 3, 6 or 12 months, with a balance view
- AI agent tab and in-app messages
Tech stack
- Mobile app
- AI agent
- Receipt scanning
Results
- 5main tabs
- 3 / 6 / 12Mcash flow ranges
Need something like this?
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