For accounting and bookkeeping teams buried in monthly cleanup
We're exploring how AI can make the books review-ready without hiding the source trail.
ActiveBooks is a Loomantix research track for bookkeeping workflows where transaction coding, reconciliations, missing documents, and review notes still bounce between inboxes, spreadsheets, and accounting systems. Your input shapes whether and how we build it.
Built for privileged work. ISO 27001 certified. SOC 2 Type II. HIPAA / PHIPA / GDPR / PIPEDA aligned.
What we're exploring
Bookkeeping AI that helps teams prepare, reconcile, and review the books with less manual chasing.
- Match transactions to the evidence
- Bring bank and card activity together with receipts, invoices, and client context before coding and review begin.
- Draft classifications for human review
- Suggest accounts, classes, and explanations with the supporting source attached instead of silently posting a guess.
- Put reconciliation exceptions in one queue
- Surface unmatched payments, transfers, duplicate activity, stale items, and missing documents where the team can resolve them.
- Keep the close trail explainable
- Connect adjustments and reviewer decisions back to their source records so changes can be understood, approved, and revisited.
Who this is for
Teams where clean books still depend on reconstructing the story behind every exception.
A fit if you
- Lead bookkeeping, accounting operations, controllership, or client accounting work
- Spend each cycle chasing receipts, correcting classifications, and reconciling activity across disconnected tools
- Need reviewers to see the source document, proposed treatment, and decision history behind an adjustment
Not a fit if you
- Need a replacement for your general ledger, payroll, invoicing, or tax-filing system
- Want transactions posted and books closed autonomously without accountable human review
- Are looking for personal budgeting, consumer banking, or investment tracking
Security & standards
Same compliance foundation as the rest of the Active Platform, applied to bookkeeping workflows.
Loomantix builds AI for regulated professionals. Every product in the Active family runs on the same compliance foundation: SOC 2 Type II, HIPAA / PHIPA / GDPR / PIPEDA aligned, signed BAAs with every data-path vendor, continuous controls monitoring through SecureFrame.
Books support filings, lender packages, management reporting, and decisions. If we build ActiveBooks, every AI-assisted suggestion should remain linked to its source and human review so adjustments can be explained, corrected, and revisited.
Questions
What to know before you share your bookkeeping workflow.
Is ActiveBooks available today?
Not yet. ActiveBooks is an exploration track, not a launch countdown. Waitlist input helps us decide whether and how to build the product.
What kind of bookkeeping workflow is this for?
We are focused on accounting and bookkeeping work where transaction coding, source-document collection, reconciliations, exceptions, and reviewer questions still require substantial manual coordination.
Is ActiveBooks an accounting-system replacement?
No. ActiveBooks is not positioned as a general ledger, payroll platform, invoicing system, tax-filing product, or ERP replacement. The research is about making the preparation and review work around those systems more reliable.
Will ActiveBooks post transactions automatically?
No product behaviour is locked at this exploration stage. Our current premise is that suggestions should remain reviewable, source-linked, and subject to accountable human approval.
How is waitlist information used?
We use submissions to understand bookkeeping pain patterns, qualify interest, and contact teams whose workflows are a fit for ActiveBooks research.
Get on the waitlist
Tell us where the books get stuck.
ActiveBooks is in exploration, not a launch countdown. The strongest signal is a concrete bookkeeping problem from a team doing the work now.