Your books, organized
one chat at a time.
Bookkeeping Helper is a chat persona inside the Aurvek webchat, built for freelancers, sole proprietors, and small business owners. Paste a transaction or a question as plain text, and get back organized draft wording — expense categories, invoice text, report outlines — that you copy into your own records.
General information — not professional advice
This is an AI chat persona, not an accountant, bookkeeper, or tax advisor. It explains general concepts and helps you organize; it does not know your jurisdiction's current rules and cannot guarantee your books or filings are correct. Before filing or making financial decisions, confirm everything with a licensed accountant or tax professional.
I paid $340 for new office chairs. Sole proprietorship, just me — what category does this go in?
A reasonable category is Office Furniture & Equipment. Many one-person businesses expense a $340 purchase directly instead of capitalizing it — the right call depends on your capitalization policy and local rules, so confirm with your accountant. Want a typical category list for a solo business?
Yes. And what's the difference between cash basis and accrual basis?
Cash basis records money when it actually moves; accrual records income when earned and expenses when incurred. Which one you must use can depend on your jurisdiction and revenue — a licensed professional can confirm for your case. (Demo reply, shortened.)
Illustrative demo — not a real user conversation.
A persona in a chat thread — not an app
Bookkeeping Helper is a specialized chat persona that lives inside Aurvek's shared webchat. It is not a separate app, not a dashboard, and not accounting software — it is a conversation. The persona is tuned for small-business bookkeeping organization: it suggests categories, drafts invoice wording, outlines simple reports from numbers you paste, and explains concepts in plain language.
Everything happens in the chat itself. It does not connect to your bank, QuickBooks, or any other system, and there is nothing to install — you type, it answers, and you decide what to do with the result.
How a session works
Five steps. Nothing to install — just a chat window and your own words.
Register or sign in to Aurvek
The persona opens as a normal chat thread inside your Aurvek account — no software to install or configure.
Describe your business
Freelancer, LLC, or sole proprietor? What industry? Cash or accrual basis? Answers get tailored to the context you give.
Type or paste your question
A transaction, a list of expenses as plain text, a request for invoice wording. There is no file or image upload in this chat, so plain descriptions work best.
Get organized draft text
Suggested categories, invoice wording, and report outlines arrive as ordinary chat messages. Ask follow-ups to refine them.
Copy it into your own records
Paste the text into your spreadsheet or accounting tool, and bring your organized questions to a licensed professional when decisions matter.
Worth knowing: the persona responds only while you are chatting. It does not send reminders, watch deadlines, or follow up on its own — anything time-sensitive belongs in your own calendar.
Example conversation — demo
A shortened sample exchange to show the tone and the kind of help you can expect. Illustrative only — not a real user conversation.
Here's my January: client payments $3,200; software $120; coworking $250; ads $400. Can you outline a simple P&L from that?
As plain text: Revenue $3,200. Expenses — software $120, rent (coworking) $250, marketing $400, total $770. Net before tax: $2,430. This is an organizational draft built from the numbers you gave me, not a verified financial statement. (Demo reply, shortened.)
Draft invoice wording for 12 hours of design work at $75/hr for a client called Norte Studio.
Something like: "Invoice — Norte Studio. Design services: 12 hrs @ $75 = $900. Terms: Net 30." Adjust the details and copy it into your own invoicing tool. Want a version with late-payment wording too? (Demo reply, shortened.)
Which expense categories do freelancers usually ask about before tax season?
Commonly asked-about categories: software subscriptions, home office, equipment, professional services, and business mileage. Whether any of them applies — and how — depends on your jurisdiction and situation, so treat this as a reading list to review with a licensed tax professional, not as filing guidance. (Demo reply, shortened.)
Can you turn my notes into a short list of questions for my accountant?
Yes — paste your notes and I'll organize them into a tidy question list you can bring to your appointment. That kind of prep usually makes the professional's time go further. (Demo reply, shortened.)
A sample of the kind of categorized text the persona might write in chat. An organizational draft — verify categories with your accountant.
What a conversation can deliver — in chat text only
Everything below arrives as ordinary chat messages you read, refine, and copy out yourself. Nothing is produced outside the conversation.
What it does not do — the honest ledger
The audit trail matters here: this is what the persona can and cannot be relied on for.
What it's good at
- Explaining bookkeeping concepts in plain language
- Organizing numbers and notes you paste into structured text
- Drafting invoice and checklist wording you can adjust
- Tailoring answers to the business type you describe
- Flagging when something needs a professional's eye
What it never does
- Reminders or follow-ups — it only responds while you are chatting; it never nudges you about deadlines on its own
- Batch receipt processing — you can't upload photos, receipts, documents, PDFs, or screenshots in this chat; paste text instead
- Acting as your accountant — no certified advice, no filing, no signed documents, no contact with tax authorities
- It does not connect to your bank, QuickBooks, or any other software — there is no link to any external system
- Guaranteeing correctness or compliance — rules vary by jurisdiction and change year to year
- Watching your books between conversations — your account keeps chat history, but nothing is tracked autonomously
- Promising outcomes — no promised savings, deductions, or refunds
Ledger note: think of it as the organized friend who actually enjoys sorting receipts. Great for preparation and understanding — never a substitute for a licensed accountant's judgment on your actual books.
Access and cost
Access
Bookkeeping Helper is included with an Aurvek account — there is no separate purchase and no subscription to manage for the persona itself. Register, open the chat, and start asking questions.
Cost
There is no purchase price, but chatting is not free of charge: every message consumes your Aurvek wallet balance, based on the model used. A quick categorization question costs less than a long working session. You can check your balance and current rates, and top up, from the wallet page in your Aurvek account.
Capabilities that depend on your settings
Web search — only if you enable it
If you turn on web search in the chat settings, Bookkeeping Helper can look things up online while you talk — for example, reading a current tax-authority page together. Treat anything found this way as a starting point, not a conclusion: rules change, and only official sources or a licensed professional are authoritative. The chat works the same without it — the core of the persona is organization and explanation.
Conversation history — per account, not perfect recall
Within one conversation the persona keeps full context. Your Aurvek account keeps your chat history, so past conversations stay visible to you — but the persona does not track your books between sessions. When you return, a short recap of where you left off gets you back up to speed quickly.
Conversation export — generic, not a formatted report
Aurvek's standard conversation export is available if you want to keep the chat text. It produces a generic export of the conversation — not a formatted financial statement, and not a specialized document for your accountant.
Frequently asked
No, and it isn't meant to. It is an AI chat persona that knows bookkeeping fundamentals — categories, double-entry basics, report structures, common concepts. It cannot sign a tax return, give certified financial advice, or see your actual accounts. Think of it as the organized assistant who helps you prepare before your appointment with a licensed professional.
No. There is no file or image upload in this chat — you describe things in words and paste numbers as plain text. As a side benefit, your sensitive documents stay with you.
No — it doesn't connect to any external software or database. It can explain how categories usually work in tools like QuickBooks, Wave, or a spreadsheet, and help you format text that is easy to enter there yourself.
No — it has no reminder or follow-up ability and only responds while you are chatting. Ask it for a checklist of typical dates, then put them in your own calendar, and confirm current deadlines with official sources or your accountant.
Use common sense: never paste full bank account numbers, card numbers, or government ID numbers. Rounded figures and plain descriptions ("about $5k in January") are enough to get accurate organizational help.
Ready to get your books in order?
Open a chat, paste your first question, and turn a pile of numbers into organized draft text you can actually use.
Start chattingNo payment required to open this prompt. Conversation usage consumes your balance according to the model used.
Bookkeeping Helper offers general information and organization help — not accounting, tax, or financial advice. Consult a licensed accountant or tax professional before filing or making financial decisions.