CASE STUDY · AI PLATFORM · IN DEVELOPMENT
An AI accounting platform for small businesses. It reads the receipts, invoices, and bank statements, does the books, and keeps every entry traceable to the document behind it. Designed and built by Megsoft.
Small business bookkeeping runs on paper that never stops arriving: receipts in inboxes and glove compartments, invoices in three formats, a bank feed nobody reconciles until tax season. Categorizing it all by hand is hours every month, and the errors compound silently until an accountant finds them in April. Books are either current and trusted, or they are neither.
The interesting engineering problem isn't reading a receipt with AI. It's keeping books your accountant can verify.
THE DESIGN RULE
No entry reaches the ledger without a traceable path back to the document that created it. AI does the bookkeeping; you stay able to audit it.
WHAT THE PLATFORM DOES
Forward the receipts, snap the invoices, connect the bank. The platform reads every line, so the books build themselves as the month happens.
Click any number in the books and see the exact document it came from. Nothing lands in the ledger on faith.
Every transaction sorted into the right category the moment it arrives, learning how your business actually spends.
Duplicates, unusual amounts, deposits that match nothing. Flagged for a one-click decision instead of buried in the ledger.
Every entry checked against the bank statement's own totals, to the cent, every month.
A checklist that walks the close step by step, so the month ends decided instead of drifting into the next one.
What's in the bank, what's owed to you, and what's due next, on one screen instead of three logins.
Profit and loss, balance sheet, and cash flow where every line opens back to its documents.
The year's books export as a clean package your tax preparer can work from on day one.
Your books stay yours. They are never used to train models or to feed anyone else's analysis.
MicroBooks is in development at Megsoft, taking the provenance discipline behind XCreos to the books every small business has to keep. The goal is books that are always current, always reconciled to the bank, and always auditable, without the owner spending their evenings on them.
The full case study lands here as the platform ships.
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