# Best AI Bookkeeping Software: working brief

A one-page brief for choosing AI bookkeeping software. Fill it in before you compare anything.

## The job

- What should the agent do?
- What does it read?
- What may it change or send?
- Who approves it?

## The candidates

| Name | Maker's page | Read on | Address or install | Sign-in | Price |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

## The first run

- One job, one week, approvals on.
- Budget for the week:
- What a good result looks like:

### Decide where the books live

Pick one place as the ledger of record. Connect the agent there, and treat every other app as a source of transactions.

### Compare evidence on the same terms

For each option, read the maker's page for what it books, how it signs in, where it runs and what it costs, and note the date you read it.

### Use a bounded first month

Run one month with the agent booking and a person reviewing every match. Lock the month only when the bank and the books agree.

From Best AI Bookkeeping Software, published by Conecto: https://bestaibookkeepingsoftware.com/