Agents in Axerity
What the in-app AI can do, where to find it, and the rule it never breaks.
Axerity supports two ways to put an LLM in front of your books:
- Books AI — the in-app assistant built into the dashboard. Reads your books, answers questions, drafts transactions, surfaces every change as a confirmation card you click. Covered on this page and the next three.
- Your own agent — wire Claude, GPT, Hermes, or whatever you're already using against our REST API. We provide the endpoints and a prompt template; you provide the agent. See Bring your own agent →.
The rest of this page is about Books AI.
There is one rule it follows without exception:
The AI never writes to your books on its own. Every change goes through a confirmation card that you click.
If you don't click Post or Delete, nothing happens. The AI proposes; you decide.
Where to find it
Three ways to open the chat:
- Press
⌘K(Ctrl+Kon Windows/Linux) from anywhere in/dash. - Click the "Ask AI" pill in the bottom-right corner.
- Open the Agents tab in the sidebar and click Open chat on the Books AI card.
The chat opens as a floating panel in the bottom-right. Press the maximize icon in its header to expand it to full-height for longer sessions.
What Books AI can do today
It has five tools:
| Tool | What it does |
|---|---|
searchAccounts | Find accounts by code or name in your chart of accounts. |
searchTransactions | Search journal entries by memo, reference, or line memos. |
getToday | Resolve "today" / "yesterday" against the real UTC date. |
proposeJournalEntry | Draft a balanced double-entry transaction for you to review and post. |
proposeDeleteTransaction | Surface a specific entry with a Delete button for you to confirm. |
The first three are read-only: it runs them itself to gather the facts it needs. The last two are proposals: they render as cards in the chat and wait for your click.
What it cannot do
To keep the surface tight and safe, Books AI cannot — yet — :
- Edit existing transactions
- Create or archive accounts in your chart
- Touch files, folders, or attachments
- Run reports (Income Statement, Balance Sheet, etc.) — it can only search raw transactions
- Set or change period locks
- Reach across organizations — it only sees your active org
If you switch orgs in the dashboard, the AI's view switches with you.
A note on what it isn't
Books AI is an in-app copilot, not a bookkeeper. It will not file your taxes, advise you on entity structure, or know things that aren't in your books. Treat it like a fast junior who needs a second pair of eyes on every entry — that's why every change requires your click.
Next: Using the chat →