Business profile & accounting basis

Set your business type, country, currency, and cash vs accrual basis.

Business profile & accounting basis#

Your profile tunes how AgentBook categorizes, taxes, and reports. Find it under Configure → Business profile (or Settings → AgentBook).

Business type — freelancer, sole proprietor, consultant, contractor, or small business. Affects default categories and deductions.
Country / region — drives tax rules and form types (e.g. US 1040/Schedule C, Canada T2125, AU). This is separate from where employees are paid. Currently supported end-to-end: US, Canada, and Australia — see Supported countries for what "supported" means per country. (A couple of other countries may still appear as selector options from earlier development — pick one of the three above until we confirm the others are ready.)
Currency — your booking currency. Invoices can be quoted in another currency and converted for the books.
Accounting basis — cash or accrual.

	Cash	Accrual
Revenue counts when…	payment is received	the invoice is issued
Expenses count when…	money leaves	the bill is incurred
Best for	most freelancers & sole props	businesses tracking receivables/payables

You can view most reports on either basis on demand with a basis toggle — the setting here is just your default.

Your profile tunes how AgentBook categorizes, taxes, and reports. Find it under Configure → Business profile (or Settings → AgentBook).

Business type — freelancer, sole proprietor, consultant, contractor, or small business. Affects default categories and deductions.
Country / region — drives tax rules and form types (e.g. US 1040/Schedule C, Canada T2125, AU). This is separate from where employees are paid. Currently supported end-to-end: US, Canada, and Australia — see Supported countries for what "supported" means per country. (A couple of other countries may still appear as selector options from earlier development — pick one of the three above until we confirm the others are ready.)
Currency — your booking currency. Invoices can be quoted in another currency and converted for the books.
Accounting basis — cash or accrual.

	Cash	Accrual
Revenue counts when…	payment is received	the invoice is issued
Expenses count when…	money leaves	the bill is incurred
Best for	most freelancers & sole props	businesses tracking receivables/payables

You can view most reports on either basis on demand with a basis toggle — the setting here is just your default.