How bookkeeping works

The Bookkeeping autopilot keeps your books current without you touching a spreadsheet. It connects to your business bank account, reads new transactions as they land, sorts each one into an accounting category, and — once a month — closes the period into financial statements you can actually read. It's one of the eight autopilots and lives under Books in the sidebar.

The loop, end to end

1. 1
   Connect the bank

   You link your account once through Plaid. The connection is read-only — FormBridge sees transactions but can never move money. See connecting your bank.

2. 2
   Sync transactions

   New transactions flow in automatically. Each one becomes an append-only record — the ledger is never silently rewritten.

3. 3
   Auto-categorize

   The agent assigns every transaction an accounting category (revenue, software, contractors, fees, and so on) and shows its reasoning.

4. 4
   Close the month

   On the monthly close, the agent reconciles the period and locks it into statements. See the monthly close.

5. 5
   Read the results

   You get a P&L, a balance sheet, and a plain-language narrative explaining what changed and why. See reading your financials.

Why clean books matter

A closed, categorized month isn't busywork — it's the raw material for the rest of your back office. The Tax autopilot assembles your return from these numbers, the Co-pilot answers questions by citing real ledger rows, and you see profitability without waiting for a year-end scramble.