CFOKit

Open source bookkeeping, in closed beta

Your books, done for you.

CFOKit is a bookkeeper agent that does the bookkeeper's and the controller's work for your company. It's open source, so you can run it on your own machine, read every line, and take everything it learns about your business with you.

Early software

CFOKit isn't ready to keep a company's real books yet. Try it alongside the bookkeeping you already have, and tell us what breaks.

Run it yourself

The whole product on your machine.

Apache 2.0, with no cloud account and no signup. You need Docker and nothing else.

docker compose up -d --wait
See how to self-host

Build it with us

Add your bank, your state, your fix.

Banks, payment providers and state compliance rules plug in behind stable extension points, so a contribution lands without a rewrite.

How to contribute

Closed beta

Want in when it's ready?

We're opening CFOKit to a small group of companies first. Leave your email and we'll be in touch.

Thanks. We'll email you when there's a place for your company.

Books you can trust without checking them

Current to yesterday

Transactions arrive from your bank, card and payment feeds and are recorded as they come in, not weeks after month end.

Every number explains itself

Each posting names the rule and the source transaction behind it, so you can see why it landed where it did.

Asked once, never again

What a rule can't decide is asked, not guessed. Approve the rule, and the same question doesn't come back.

Nothing posted is edited

Corrections are reversing entries, so the history is complete. Periods close on the schedule you set.

Works in the Claude you already use

  1. 1Add the CFOKit plugin. It carries the bookkeeper skill.
  2. 2Point the connector at your CFOKit and sign in.
  3. 3Allow Claude in your company, then bring your books in.
How to connect Claude

Your company owns its books

The account belongs to your company, never to its accountant or its fractional CFO. They work inside it at your invitation, and everything exports, any time.

Run it yourself