agentbookdocs
Guides for getting the most out of AgentBook
Everything you need to set up, configure, and run your books — no accounting knowledge required. Prefer to just ask? The agent answers most of this in chat.
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Set up
Create your account, connect a bank, and record your first expense in minutes.
ExploreConfigure
Business profile, accounting basis, bank sync, your accountant, Telegram & alerts.
ExploreWorking day-to-day
Expenses, invoices, reports & tax, and getting the most from the agent.
ExploreRegions & taxes
What's supported in the US, Canada, and Australia — and what's different per country.
ExploreTroubleshooting
Bank sync, fixing a category, and sign-in — quick fixes for common snags.
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