AgentBook for startup founders
Clean books from day one — so burn, runway, and tax are always answerable, and a fundraise or year-end never turns into a cleanup project.
~6 min · do it this afternoon
Early-stage finance dies one of two ways: a shoebox of receipts nobody reconciles, or a bookkeeper you can’t afford yet. AgentBook is the third option — an AI that keeps the books, tracks burn, and flags tax as you go, from a chat box. Here’s the founder setup.
1 · Set the company up (10 minutes)
- Create the workspaceSign up and run the onboarding wizard: country/jurisdiction, currency, fiscal year.
- Set business type to “Startup”In
Settings → Business Profile. This tailors your categories, tax guidance, and unlocks the Startup Tax Benefits tools. - Seed your chart of accountsDone for you on setup — revenue, the expense categories a startup actually uses, cash and equity.
2 · Track burn & runway automatically
Connect your business bank or card and every transaction flows in, categorized. Your monthly burn and cash position stay live — and the agent messages you when the cushion gets thin, instead of you finding out at month-end. Snap the occasional cash/paper receipt in Telegram and it’s booked the same way.
3 · Bill customers, get paid
Send branded invoices with a card “Pay now” button — money settles to your account and the invoice reconciles itself. Set up recurring invoices for retainers or subscriptions so revenue bills on autopilot. First revenue is a milestone; don’t let collecting it be manual.
4 · Tax — with startup benefits
AgentBook keeps a live tax estimate and, for startups, surfaces the benefits and elections worth asking your accountant about — so nothing’s left on the table. At year-end, generate the filing package and share a read-only review link with your CPA. It organizes the story; your accountant signs off on it.
AgentBook surfaces and organizes — it doesn’t replace your accountant or attorney. Confirm entity-specific credits, elections and filings with a professional before you rely on them.
5 · When you raise or hire
- Move to the Business plan$49/mo unlocks unlimited volume and team seats when more than just you needs in.
- Give your accountant a seatInvite your CPA/bookkeeper to review — no more emailing spreadsheets.
- Clean books = faster diligenceWhen an investor asks for numbers, they already exist and reconcile. That’s the whole point of starting on day one.
What it costs
| Plan | Price | Good for |
|---|---|---|
| Free | $0 | Pre-revenue — try it, book your first expenses. |
| Pro | $19/mo | A solo founder: chat bot, tax exports, real quotas. |
| Business | $49/mo | A team: unlimited everything, seats for co-founders/accountant. |