Overview
PRIMA Bookkeeper does the monthly bookkeeping of a small business through your AI agent, and this page describes version 0.1.0. It pulls the transactions from your business bank account and proposes a ledger entry for each one with the VAT rules of your country. After a named person approves the batch, it posts the entries to your accounts package and reads each one back. It then reconciles the bank against the ledger and prepares a VAT return review pack for your accountant.
PRIMA Bookkeeper is a standalone product. It needs no other PRIMA product and runs outside an AI Business OS workspace as well as inside one. It reads no file that belongs to another product, so your bookkeeping data stays in its own folder.
Who It Is For
Section titled “Who It Is For”- A sole trader or freelancer who keeps their own books and wants the month’s bookkeeping as a review of proposals.
- A bookkeeper or account administrator who runs the same cycle for several businesses, each with its own settings.
- An accountant who receives the VAT review pack and the document index from the business, and who never needs to run the product.
What It Does
Section titled “What It Does”- Pulls bank transactions from Revolut Business, from Irish and other European banks through GoCardless, or from a CSV export from any bank.
- Proposes each entry with a supplier, ledger account, VAT treatment, net, VAT and gross, from rules that learn from every decision you make.
- Collects invoices and receipts from your folders and mailboxes, links each one to the payment it covers and lists what is missing by supplier.
- Posts only what you approve. Nothing reaches the ledger without a batch that a named person has approved, and every entry is read back after it posts.
- Reconciles the bank against the ledger and lists what is left over on each side.
- Prepares the VAT return review pack with the boxes, the totals by treatment and rate, and the open questions for your accountant.
- Files every document into one archive by class, year and month, with an index your accountant can read.
What It Never Does
Section titled “What It Never Does”- It never moves money, files a return or replaces your accountant.
- It never edits or deletes a ledger entry, so you correct a wrong entry with a reversing entry.
- It never logs into a supplier’s website or drives a browser. You download a missing invoice yourself and save it to the drop folder.
- It never shows a password, key or token to your agent. You enter each one in your own terminal, and the operating system keeps it.
How It Is Built
Section titled “How It Is Built”PRIMA Bookkeeper ships as four parts that share one engine.
| Part | What you get |
|---|---|
| Command-line tool | prima-bookkeeper, which runs every step with no agent at all |
| MCP server | prima-bookkeeper-mcp, which gives any AI agent the same steps as tools |
| Claude Code plugin | The MCP server plus the /bookkeep, /bookkeeper-setup, /invoice-chase and /vat-prep commands and their skills |
| Jurisdiction packs | The VAT rates, return boxes and chart of accounts for each country, held as data files |
Ireland is the first jurisdiction pack. The engine models EU VAT, so a further member state is a new pack file.
What You Need
Section titled “What You Need”- Node.js 20 or later.
- macOS or Windows, because credentials live in the operating system’s own store.
- An accounts package with API access, from Sage Business Cloud Accounting, Xero, QuickBooks Online and FreshBooks.
- A bank feed from the Revolut Business API, a GoCardless Bank Account Data account or CSV exports from your bank.
- Claude Code, if you want the plugin and its guided setup.
Where to Go Next
Section titled “Where to Go Next”- Follow Installing PRIMA Bookkeeper to install the tool and the plugin.
- Follow Setting Up Your Books to connect your ledger and bank and run your first month.
- Read The Review Gate to see what stands between a proposal and your ledger.