Try Bookkeeping AI on a sample business
No login needed. Ask about the books in plain English, see how the assistant explains the reports and finds miscoded entries, and check each fix before it would post. Nothing here touches a real Xero file.
Sample business and figures, made up for this demo. Connect your own Xero file after a demo.
October profit and loss · Bilby Bend Bakery (sample) · Bakery and café, two shops
Sample data- Give me the profit and loss for October, and anything that looks off.
October at a glance
- Income was $48,320.00, most of it from the two shops.
- Cost of sales came to $12,620.00 and operating expenses to $28,350.00.
- Net profit for the month was $7,350.00.
One thing looks off Office Expenses is $2,940.00, far higher than any other month this year. Two bills from Golden Mill Flour (sample), GM-2291 and GM-2318, were coded to Office Expenses instead of Cost of Sales – Ingredients. Ask me to recode them and I’ll prepare the fix for you to check.
- Recode those two flour bills to ingredients.
I’ve prepared two fixes, one per bill. Each moves the flour line from Office Expenses (429) to Cost of Sales – Ingredients (310). Nothing changes until you approve the card below, and each fix can be undone afterwards.
Planned change · Bilby Bend Bakery (sample) · 2 changes
Waiting for approvalRecode two flour bills · Asked: “Recode those two flour bills to ingredients.”
Nothing has changed yet. Check each before → after; Approve applies all of this client’s changes, and you can undo them afterwards.
- Bill GM-2291 · Golden Mill Flour (sample)
- Account: Office Expenses (429) → Cost of Sales – Ingredients (310)
- Bill GM-2318 · Golden Mill Flour (sample)
- Account: Office Expenses (429) → Cost of Sales – Ingredients (310)
- Bill GM-2291 · Golden Mill Flour (sample)
Suggested questions
Audit log · Bilby Bend Bakery (sample)
Sample dataWho asked, what the assistant prepared, and who approved, rejected or undid it.
- Approved a recode29 Oct, 9:12 am AEST
Sam K. (sample user) · Bilby Bend Bakery (sample)
Bill GM-2204 · Coastline Dairy (sample): Office Expenses (429) → Cost of Sales – Ingredients (310)
- Prepared a fix29 Oct, 9:10 am AEST
Bookkeeping AI · Bilby Bend Bakery (sample)
Recode bill GM-2204, asked by Sam K. (sample user)
- Undid a change21 Oct, 2:40 pm AEST
Sam K. (sample user) · Bilby Bend Bakery (sample)
Contact · Coastline Dairy (sample) set back to Active
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