CONTEXT RUNTIMEDEMOThis demo app is plugged into Context Runtime, which optimizes which ledgers/reports to pull — correct answer vs pull cost (3.63 vs 2.43). learn more →
Agentic Books
agent active · core: ERPNext connecteddata: live from ERPNextOpen in ERPNext ↗
Books that categorize, reconcile, and close themselves — on a real ERPNext core, with a human in the loop before the month-end close posts.
close 50%closeMonth-end close is staged (50% complete) and awaiting your approval to post the Period Closing Voucher. 7 txn(s) still need categorizing before posting. The agent never closes the books without a human sign-off.
Cash position
$92,700
bank + cash GL
Net income (P&L)
$28,600
19% margin
A/R outstanding
$55,500
3 open invoice(s)
A/P outstanding
$58,600
bills to pay
Profit & loss
P&L this month (live)
data: live from ERPNext
Revenue (income)
$148,200
Expenses (COGS + payroll + OH)
$119,600
Net profit
$28,600
Accounts receivable (open)
data: live from ERPNext
Invoice
Customer
Outstanding
Status
ACC-SINV-2026-00003
Cedar Ridge Apartments
$28,400
Unpaid
ACC-SINV-2026-00005
Northgate Retail LLC
$14,200
Unpaid
ACC-SINV-2026-00006
Henderson Commercial Properties
$12,900
Unpaid
Categorize & close
Uncategorized transactions
7 in queue
Bank memo
Amount
State
Deposit — ACH SUMMIT CEDAR RIDGE
+$28,400
uncategorized
Deposit — CHECK 10482 NORTHGATE
+$14,200
uncategorized
Deposit — ZELLE HENDERSON 12900
+$12,900
uncategorized
POS DEBIT — HOME DEPOT #4471
−$1,840
uncategorized
ACH DEBIT — FUEL CARD WEX
−$920
uncategorized
CHECK 2231 — INSURANCE PREMIUM
−$3,100
uncategorized
CARD — OFFICE SUPPLIES STAPLES
−$410
uncategorized
Month-end close
50% complete
✓All sales invoices booked
✓All bills (A/P) entered
✓Payroll journal posted
Bank transactions categorized
Bank reconciliation complete
Period Closing Voucher posted
Summit Roofing Co. Books · Assistant
Ask how to record invoices, payments and journal entries — or check A/R, A/P and the close.