Needs your reviewOne expense is waiting for a document
An illustrative Italian business. All amounts and results shown are fictional.
From documents to decisions, with fewer steps.
Bring information in once. BuddyBooks connects it and takes you to the work that needs your attention.
Invoices in one place
Collect incoming invoices, import your history and view documents alongside their originals.
Italian companies can issue and receive electronic invoices through the SdI channel.
Banking meets your invoices
Connect available accounts or import transactions. Recognised matches update receipts and outstanding balances.
Each match has an explanation you can inspect. Uncertain cases need a review.
Know what needs you
Find due dates, incomplete documents and decisions in one summary, with a link to the next action.
Prepared payments follow their approval process. Connecting an account for reading does not authorise payments.
Meet Buddy. A little help understanding your books.
Ask about an invoice, a balance or an overdue receipt. Buddy reads company data and includes sources with its answers.
Automations do the work
Imports and matching follow the rules and connections configured for your company.
Buddy answers
The AI assistant reads and explains data. The company owner can enable it in settings after reading the consent notice.
You approve
Actions requiring approval stay in their own review process. A conversation with Buddy does not authorise them.
A shared language. Clear local support.
This introduction and the demo are available in English; most operations screens currently use Italian. Available features depend on your company’s country and connections.
Italy
Italian tax features
SdI electronic invoicing, VAT and tools for Italy’s forfettario regime, alongside banking and reconciliation.
United States
Dedicated setup
Documents, accounts and transactions in US dollars for companies with an EIN. We confirm available connections and compliance tools during setup.
Other European countries
Availability to be confirmed
Tell us your country. We will check supported documents and connections before activation. The tax tools presented here are designed for Italy.
Your first result before the finishing touches.
Request access
Tell us about your business and country. We will check which features fit your needs.
Connect and import
Complete the essential details, connect an account and bring your invoices. Your logo and colours can wait.
See what is already done
Open your matches and summary. Review exceptions with the documents in front of you.
The service is free during launch. Request access using the form and we will help you get started. Any future terms will be explained before you are asked to accept them.
Can I try it without connecting my bank?
Yes. The public demo uses fictional data and works without an account or bank connection. Your choices are not saved.
Does Buddy perform actions for me?
Buddy is a read-only AI assistant that answers questions using available data. Management automations and transaction approvals have separate workflows.
What happens to my data when I enable Buddy?
To answer questions, the assistant sends the necessary data to an external AI model. It is off by default and only the company owner can enable it after reading the notice in settings.
Can I keep working with my accountant?
Yes. Your accountant can receive documents or have a dedicated login with assigned permissions. Professional judgements remain with your accountant.
Make room for your business.
Tell us how you work and where your company is based. We will confirm availability and guide you through activation.
