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Your AI agent prepares the books. You approve.

Our AI agent connector and web app just got even better! From now on, your AI agents can take on even more tasks, and bookkeeping in the web app has improved too.

Published: 20/10/2026
Updated: 20/10/2026
Reading time: 3 min read

Your month, card by card

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What you can ask your AI agent now

Connect Backbone once through the AI connector to ChatGPT, Claude and many more. From then on you ask like you would ask a colleague, and Backbone answers with cards, from your month’s status to sending it to your bookkeeper. Our guides for ChatGPT and Claude show you how to connect.

Backbone

New in Backbone

Month status
Ask what’s still missing this month and get the answer as a card.
In the chat
Is September ready for my bookkeeper?
Backbone connectorget_bookkeeping_status
In the app
Possible matches
Backbone finds the matching payment for open receipts, foreign currency too. You confirm.
In the chat
Which receipts match open transactions?
Backbone connectorlist_match_suggestions
In the app
Cash payments
Tap “Paid in cash?” and the receipt lands in the cash book.
In the chat
Which cash payments need my OK?
Backbone connectormark_receipt_cash
In the app
To the bookkeeper
Once the month is done, it goes to your bookkeeper with your OK.
In the chat
Send September to my bookkeeper.
Backbone connectorsend_to_bookkeeper
In the app

Your whole month, both ways. Click it in the app or ask in the chat, same tools.

In the app

Click. Your month at a glance, as always.

In ChatGPT and Claude

Ask. The connector for your everyday chats.

In your coding tools

Keep coding. Via MCP in Claude Code, Cursor and more.

Month & sending

Send the month to your bookkeeper, close it or reopen it.

send_to_bookkeeper

Possible matches

Backbone suggests, you confirm each or hit “Confirm all”.

list_match_suggestionsset_transaction_match

Cash payments

One sentence puts cash receipts in the cash book.

mark_receipt_cashlist_receipts

Bookkeeping settings

Who does your books, their email language, your sender name and the deadline.

update_bookkeeping_settings

Status

What’s still open this month, as a card in the chat.

get_bookkeeping_status

Anything that sends or books is only a proposal, closing a month included. You see exactly what will happen, and your AI app asks once more before anything runs.

The new bookkeeping in the app

What you ask in the chat, you also see in the app, and the other way round. Send a past month to your bookkeeper from the chat, and Backbone already marks it done.

**Bookkeeping · month**The top line tells you how many things are still open, with one row per topic below it, from missing statements to cash payments. You also see your deadline and the key numbers for the month.

**Bookkeeping · month**The top line tells you how many things are still open, with one row per topic below it, from missing statements to cash payments. You also see your deadline and the key numbers for the month.

**Hub**Your whole year at a glance, with the same topics as the month. You see what you’ve already handed in and only send what’s new, without sending everything again.

**Hub**Your whole year at a glance, with the same topics as the month. You see what you’ve already handed in and only send what’s new, without sending everything again.

**Uploads**Your uploads slide in on every bookkeeping page. What needs you sits right at the top, for example, an upload Backbone can’t read.

**Uploads**Your uploads slide in on every bookkeeping page. What needs you sits right at the top, for example, an upload Backbone can’t read.

**Petty cash**On a cash receipt you tap “Paid in cash?” and it lands in the cash book. If you always pay a vendor in cash, set “Always cash for this vendor” once, and the cash book goes into your export.

**Petty cash**On a cash receipt you tap “Paid in cash?” and it lands in the cash book. If you always pay a vendor in cash, set “Always cash for this vendor” once, and the cash book goes into your export.

**Possible matches**Backbone suggests receipts and transactions that probably belong together, foreign currencies too, converted at the ECB reference rate. Nothing is matched until you confirm, and Backbone remembers what doesn’t fit.

**Possible matches**Backbone suggests receipts and transactions that probably belong together, foreign currencies too, converted at the ECB reference rate. Nothing is matched until you confirm, and Backbone remembers what doesn’t fit.

**Upload corner**A pile of files from the whole month? Just drop it in the bottom-right corner, and Backbone tells receipts and statements apart on its own.

**Upload corner**A pile of files from the whole month? Just drop it in the bottom-right corner, and Backbone tells receipts and statements apart on its own.

How do I start?

Two ways. Easy and easier: open Bookkeeping in Backbone, and a short tour walks you through it the first time. Or connect your AI app and ask: “What’s still missing for this month?”

Your agent handles the boring stuff, you keep the overview and say OK.

Ready to try it?

Try Backbone for 7 days. No charge before the trial ends.

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Product article, not legal or tax advice and no review of your case.

Checked on 20/10/2026