Multi Books

Ask Claude or ChatGPT about all your companies' books at once

FreeAgent and Xero now, QuickBooks®, Sage and more next - every company in one connector. Invoices, bills, bank lines and reports across all of them.

• Finds any invoice or bill

  One question reaches every company - your AI app reads their invoices and bills and finds them by customer, supplier, amount or date.

• Sends invoices

  Creates invoices, estimates and credit notes, and sends invoices and estimates, in the right company.

• Records bills and expenses

  Bills, expenses with their receipts, and payments - kept the way your program keeps them.

• Explains bank lines

  Explains the lines on your bank feed in FreeAgent and records bank entries in Xero.

• Shows who owes you

  Totals by customer and supplier, overdue invoices and the cash forecast.

• Read only where you want

  Each company has its own read-only switch: on, Multi Books changes nothing there.

You ask

“Who owes us money across all my companies? List anything overdue.”

1. 1Lists your 3 companies in FreeAgent and Xerocompanies_list
2. 2Reads who owes each of themreports_aged_receivables
3. 3Lists the overdue invoices with their customersinvoices_list

• Each company has its own read-only switch - on, every write there is refused before FreeAgent or Xero is asked.

• Multi Books never moves money - it makes no payment and charges no card. An invoice it approves in Xero is collected only by a Direct Debit you set up there.

• The words of every record are screened for prompt attacks before they reach your AI app, and the words of everything it writes before they reach your program.

• We keep no copy of your books. They are read from FreeAgent or Xero each time your AI app asks.

• Made by Lumman Ltd, London.