B

Let your books
work for you.

BookBeyond reads the firm's documents, keeps the books current, and asks you only what it can't settle on its own. Your team just texts Bee.

BookBeyond · for CFOs of project firmsbookbeyond.ai
The month today

Most of a CFO's week goes to chasing.

Documents

Contracts, invoices and statements sit in inboxes and folders, named however someone saved them.

Hours

Timesheets come in late, in three formats, with hours on the wrong job.

Receipts

Expense claims arrive as photos in email threads, months after the spend.

Cash

Who pays when, what's due next week, and whether payroll is covered.

The numbers exist. Finding the document behind each one is most of the work.

Meet Bee

Just text Bee.

  • Staff text hours and receipts to the firm's number.
  • You text todo, cash, owed, due and get the answer.
  • Everything lands on the board, ready for your yes.
BeeLarkspur Architecture
cash
Bank: $2,687.70 at 30 Jun
Low point: −$274,579 on 22 Sep
Runs dry: week of 4 Aug
Organizing documents

Hand it every document. It sorts them.

  • Drop up to ten at once, or let it read the firm's mailbox.
  • Each one is read for what it is, whose it is and what it covers, whatever the file is called.
  • You see what it would put on the books before anything is written.

Larkspur demo · 30 client invoices · 10 contracts · 38 other documents, each filed by what it covers

Finding documents

Every missing document, in one list.

Each page knows which document would settle its open questions. Papers collects them all, with the money each one unlocks.

One request to the client, not nine emails.

getProof construction documents are doneSyringa Charter Schools · P-2410$444,000.00
getProof permit submittal is doneSyringa Charter Schools · P-2410$148,000.00
getProof CDs and permit submittal are doneFoundry Block Partners · P-2503$118,800.00
getThe signed contract, to work out the next billCity of Garden Glen · P-2506$103,950.00
getProof change order 01 is donePioneer Health Partners · P-2412$54,000.00
getJune timesheet1,104 h logged · about 2,900 h in a usual month—
Timesheets by text

Hours come in the way people already talk.

  • Bee checks in at the end of the day.
  • "Mostly Syringa, then a couple hours of admin" becomes a split by job.
  • One yes files the day. You approve it on Timesheets.

Bee's own replies, from the Larkspur demo.

BeeLarkspur Architecture
Hey Tom, what did you work on today?
mostly syringa, then a couple hours of admin
Which one is "admin"? 1 Mktg/Office · 2 PTO/Hol — reply with the number.
1
How many hours on P-2410 (Syringa)?
6
Mon 6 Jul: P-2410 (Syringa) 6h + Mktg/Office 2h = 8h. Submit? Reply yes.
yes
Your 8h for Mon 6 Jul are submitted for review.
Reimbursements by text

Expense claims, done in a text.

  • No app to install, no portal to log in to, no form to fill.
  • Text "expense" and a photo of the receipt. Bee reads the rest.
  • It asks only what the receipt doesn't say, then you approve it on the board.

Bee's own replies, from the Larkspur demo.

BeeLarkspur Architecture
expense
Sure — send me the receipt.
Read: Capitol Street Parking · Mon 6 Jul · $24.00.
Which project was it for? Send a P-number, or Mktg/Office.
syringa
Did you pay out of pocket? Reply me, or company card.
me
Mon 6 Jul: $24.00 parking · P-2410 (Syringa), paid out of pocket. Submit? Reply yes.
yes
Your $24.00 expense is submitted for review.
The board · Today

One page says what needs you, in order.

  • Cash first: payroll cover, invoices to chase, bills to hold.
  • Then the books: the questions only you can answer.
  • Each row names its document and the money at stake.
Questions, pre-filled

Bee proposes. You answer in one click.

  • When a document settles it, the answer is already picked.
  • Nothing is booked until a person presses Apply.
  • Every answer is kept, with who gave it and why.
AI cash projection

Cash, projected for you.

  • BookBeyond projects what comes in and goes out from the firm's own history.
  • It shows the low point before you reach it.
  • Ask "what if this client pays two weeks late" and see it move.
Projects

Earned, billed and spent, per job.

  • Revenue earned by each contract's own terms: phases, milestones, hours.
  • What's ready to bill next, and when the fee runs out at today's pace.
  • Every figure opens to show how it was worked out.
Ask Bee

Ask the books a question in plain words.

  • "Can we cover payroll if Pioneer pays two weeks late?"
  • Answers cite the invoices, bills and pages they came from.
  • Staff names never leave the firm.
Monitored around the clock

Every step is watched, so the numbers hold.

  • Each document, answer and text is traced through every step it touches.
  • After each change, the checks run again and the figures are worked out again.
  • Anything that falls behind is caught on the next look and named, with what will fix it.
  • The replay shows what the system did, and when.
AI you govern

The AI proposes. People decide.

  • Nothing reaches the books until a person presses Apply.
  • Every rule it follows is listed. Turn one off, or back on, in a click.
  • Every decision is kept with who made it and why, and can be taken back.
  • Every AI call is logged. Staff names are coded before anything leaves the firm.
Try it

See Larkspur's books, live.

demo.bookbeyond.ai

A six-firm demo on simulated books. Text Bee, open the board, ask it anything.

BookBeyondbookbeyond.ai
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