Zero day close.

Routine tasks, handled.

Bluebook allows anyone to build repeatable workflows and delegate accounting tasks to AI.

Close the books.

With peace of mind.

Build repeatable checklists for critical workflows. Delegation removes bottlenecks, so accounting moves forward without stress.

AP

Bills posted

Accruals

Entries confirmed

Prepaids

Schedules updated

Reconciliations

Balanced

Client Packages

Reports ready

Month End Close

Complete

Month End Close

Books closed on day zero.

Confidence built in.

Orchestrate the entire close with intelligent checklists, clear ownership, and audit-ready trails.

Bill received

$25,000

Triggering checklist

Task

Manual

Amortization Schedule Setup

Apply depreciation rules and prepare schedule

Approving depreciation method

Posting to

Quickbooks

Syncing with accounting system

Accounts Payable

From inbox to ledger.

Every bill, every time.

Client Package - Q2

Financial Performance

• Revenue increased 12% YoY, driven by new client contracts.

• Gross margin held steady at 48% despite rising input costs.

• Operating expenses rose 14% due to higher marketing spend.


Variance / Flux Commentary

• Variance to budget: +$40k in marketing spend, offset by $25k savings in G&A.

• Unusual fluctuation: one-off equipment purchase classified as fixed asset.

• Accounts Receivable DSO increased from 42 to 48 days — monitoring required.



Compliance / Standards Notes

• ASC 606 applied: revenue recognized upon milestone completion.

• Lease classification performed under IFRS 16 — Operating lease confirmed.

• Accruals recorded for outstanding supplier invoices at month-end.

Financials

KPIs

Benchmarks

Monthly Reports

Strengthen decisions.

Reports ready to share.

AP

Bills posted

Accruals

Entries confirmed

Prepaids

Schedules updated

Reconciliations

Balanced

Client Packages

Reports ready

Month End Close

Complete

Month End Close

Books closed on day zero.

Confidence built in.

Orchestrate the entire close with intelligent checklists, clear ownership, and audit-ready trails.

Bill received

$25,000

Triggering checklist

Task

Manual

Amortization Schedule Setup

Apply depreciation rules and prepare schedule

Approving depreciation method

Posting to

Quickbooks

Syncing with accounting system

Accounts Payable

From inbox to ledger.

Every bill, every time.

Guided classification and accounting workflows aligned to current standards.

Client Package - Q2

Financial Performance

• Revenue increased 12% YoY, driven by new client contracts.

• Gross margin held steady at 48% despite rising input costs.

• Operating expenses rose 14% due to higher marketing spend.


Variance / Flux Commentary

• Variance to budget: +$40k in marketing spend, offset by $25k savings in G&A.

• Unusual fluctuation: one-off equipment purchase classified as fixed asset.

• Accounts Receivable DSO increased from 42 to 48 days — monitoring required.



Compliance / Standards Notes

• ASC 606 applied: revenue recognized upon milestone completion.

• Lease classification performed under IFRS 16 — Operating lease confirmed.

• Accruals recorded for outstanding supplier invoices at month-end.

Financials

KPIs

Benchmarks

Monthly Reports

Strengthen decisions.

Reports ready to share.

Automated financial packages combine Financials, KPIs, and Benchmarks into clear, period-ready insights — ensuring your peers see variances and trends before they become surprises.

AP

Bills posted

Accruals

Entries confirmed

Prepaids

Schedules updated

Reconciliations

Balanced

Client Packages

Reports ready

Month End Close

Complete

Month End Close

Books closed on day zero.

Confidence built in.

Orchestrate the entire close with intelligent checklists, clear ownership, and audit-ready trails.

Bill received

$25,000

Triggering checklist

Task

Manual

Amortization Schedule Setup

Apply depreciation rules and prepare schedule

Approving depreciation method

Posting to

Quickbooks

Syncing with accounting system

Accounts Payable

From inbox to ledger.

Every bill, every time.

Guided classification and accounting workflows aligned to current standards.

Client Package - Q2

Financial Performance

• Revenue increased 12% YoY, driven by new client contracts.

• Gross margin held steady at 48% despite rising input costs.

• Operating expenses rose 14% due to higher marketing spend.


Variance / Flux Commentary

• Variance to budget: +$40k in marketing spend, offset by $25k savings in G&A.

• Unusual fluctuation: one-off equipment purchase classified as fixed asset.

• Accounts Receivable DSO increased from 42 to 48 days — monitoring required.



Compliance / Standards Notes

• ASC 606 applied: revenue recognized upon milestone completion.

• Lease classification performed under IFRS 16 — Operating lease confirmed.

• Accruals recorded for outstanding supplier invoices at month-end.

Financials

KPIs

Benchmarks

Monthly Reports

Strengthen decisions.

Reports ready to share.

Automated financial packages combine Financials, KPIs, and Benchmarks into clear, period-ready insights — ensuring your peers see variances and trends before they become surprises.

AP

Bills posted

Accruals

Entries confirmed

Prepaids

Schedules updated

Reconciliations

Balanced

Client Packages

Reports ready

Month End Close

Complete

Month End Close

Books closed on day zero.

Confidence built in.

Orchestrate the entire close with intelligent checklists, clear ownership, and audit-ready trails.

Bill received

$25,000

Triggering checklist

Task

Manual

Amortization Schedule Setup

Apply depreciation rules and prepare schedule

Approving depreciation method

Posting to

Quickbooks

Syncing with accounting system

Accounts Payable

From inbox to ledger.

Every bill, every time.

Client Package - Q2

Financial Performance

• Revenue increased 12% YoY, driven by new client contracts.

• Gross margin held steady at 48% despite rising input costs.

• Operating expenses rose 14% due to higher marketing spend.


Variance / Flux Commentary

• Variance to budget: +$40k in marketing spend, offset by $25k savings in G&A.

• Unusual fluctuation: one-off equipment purchase classified as fixed asset.

• Accounts Receivable DSO increased from 42 to 48 days — monitoring required.



Compliance / Standards Notes

• ASC 606 applied: revenue recognized upon milestone completion.

• Lease classification performed under IFRS 16 — Operating lease confirmed.

• Accruals recorded for outstanding supplier invoices at month-end.

Financials

KPIs

Benchmarks

Monthly Reports

Strengthen decisions.

Reports ready to share.

Work in progress.

Even when you’re not.

Let tasks keep running until they’re resolved. Your role shifts from constant execution to confident oversight.

Smith Forestry LLC

Smith Forestry LLC

Bill

Bill

August 2025

August 2025

Bill received from QuickBooks

Bill received from QuickBooks

Categorized as Office Supplies, $320

Categorized as Office Supplies, $320

Approve

Approve

Edit

Edit

Smith Forestry LLC

Smith Forestry LLC

Bill

Bill

August 2025

August 2025

Bill received from QuickBooks

Bill received from QuickBooks

Categorized as Office Supplies, $320

Categorized as Office Supplies, $320

Approve

Approve

Edit

Edit

Smith Forestry LLC

Smith Forestry LLC

Bill

Bill

August 2025

August 2025

Bill received from QuickBooks

Bill received from QuickBooks

Categorized as Office Supplies, $320

Categorized as Office Supplies, $320

Approve

Approve

Edit

Edit

Smith Forestry LLC

Bill

August 2025

Bill received from QuickBooks

Categorized as Office Supplies, $320

Approve

Edit

Smith Forestry LLC

Bill

August 2025

Bill received from QuickBooks

Categorized as Office Supplies, $320

Approve

Edit

Smith Forestry LLC

Bill

August 2025

Bill received from QuickBooks

Categorized as Office Supplies, $320

Approve

Edit

Smith Forestry LLC

Bill

August 2025

Bill received from QuickBooks

Categorized as Office Supplies, $320

Approve

Edit

Smith Forestry LLC

Bill

August 2025

Bill received from QuickBooks

Categorized as Office Supplies, $320

Approve

Edit

Smith Forestry LLC

Bill

August 2025

Bill received from QuickBooks

Categorized as Office Supplies, $320

Approve

Edit

Rules are complex.

Research shouldn’t be.

No more hours lost digging through standards or second-guessing. Turn complexity into confidence.

My client has harvested forest, what tax benefits are there?

My client has harvested forest, what tax benefits are there?

My client has harvested forest, what tax benefits are there?

Ask

Ask

Ask

Search through client database

Search through client database

Search through client database

Searching

Searching

Searching

clients dealing with forestry

clients dealing with forestry

clients dealing with forestry

Scanning knowledge sources

Scanning knowledge sources

Scanning knowledge sources

Scanning sources

Scanning sources

Scanning sources

checking tax code, industry standards, reporting rules

checking tax code, industry standards, reporting rules

checking tax code, industry standards, reporting rules

Generating insight

Generating insight

Generating insight

Reading

Reading

Reading

US Tax Code §631(b): Timber treated as capital gains if harvested for sale

US Tax Code §631(b): Timber treated as capital gains if harvested for sale

US Tax Code §631(b): Timber treated as capital gains if harvested for sale

Insight

Insight

Insight

Clients with forestry income may qualify to treat timber sales as capital gains under US Tax Code §631(b). This could reduce their effective tax rate compared to ordinary income treatment.

Clients with forestry income may qualify to treat timber sales as capital gains under US Tax Code §631(b). This could reduce their effective tax rate compared to ordinary income treatment.

Clients with forestry income may qualify to treat timber sales as capital gains under US Tax Code §631(b). This could reduce their effective tax rate compared to ordinary income treatment.

Why Bluebook

From capture to close.

All in one flow.

Structured workflows turn scattered accounting tasks into clear, owned steps, from AP processing to the month-end close.

Proactive automations capture bills, generate schedules, and propose entries, quietly moving work forward without waiting on you.

Central review gathers every system proposal in one place, making it easy to approve, adjust, or send feedback with full control.

Inbox

Agents

Checklists

Inbox

Agents

Checklists

From process.

To progress.

From zero-day close to lower costs, here’s what firms and companies gain in practice.

$

3,000

per month

in freed capacity for every team, equal to reducing one FTE week of effort without adding headcount.

80

h / month

saved per entity reallocated to client service, analysis, and higher-value advisory work.

“Bluebook’s AI makes accounting intuitive, efficient, and secure - freeing teams to focus on strategy over routine.”

Mats Johansson

Partner, Baker Tilly

“Bluebook’s AI makes accounting intuitive, efficient, and secure - freeing teams to focus on strategy over routine.”

Mats Johansson

Partner, Baker Tilly

“Bluebook’s AI makes accounting intuitive, efficient, and secure - freeing teams to focus on strategy over routine.”

Mats Johansson

Partner, Baker Tilly

“Bluebook’s AI makes accounting intuitive, efficient, and secure - freeing teams to focus on strategy over routine.”

Mats Johansson

Partner, Baker Tilly

© Bluebook Technology Inc. 2025. All Rights Reserved.

All systems operational

© Bluebook Technology Inc. 2025.

All Rights Reserved.

All systems operational

© Bluebook Technology Inc. 2025. All Rights Reserved.

All systems operational

© Bluebook Technology Inc. 2025. All Rights Reserved.

All systems operational