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Sprigr

SprigrBooks

SprigrBooks is small-business accounting that lives inside your Sprigr install rather than connecting to an outside system. It is a double-entry ledger with contacts, an items catalogue, quotes, sales and purchase orders, invoices and bills, payments and credit notes, manual journals, bank reconciliation, fixed assets, budgets, inventory, and the standard reports: profit and loss, balance sheet, trial balance, aged receivables and payables, GST summary and statements. Agents do the bookkeeping from chat, and a read-only web dashboard shows the books.

Prerequisites

Section titled “Prerequisites”
  • Admin or Owner role in your Sprigr Team organisation to install the app.

Installing and setting up

Section titled “Installing and setting up”

  1. Install the app

    Sign in to team.sprigr.com, open Apps in the sidebar, find SprigrBooks under Available, and install it. No secrets are requested. See Installing Apps.

  2. Set up the business

    Ask your agent to set the business details, tax rates and financial year, and to review the default chart of accounts. Add tax rates such as GST and any accounts you need beyond the defaults.

  3. Add contacts and items

    Ask the agent to create your customers and suppliers, and an items catalogue of what you sell and buy, so invoices and bills can be built from names rather than typed line by line.

  4. Open the dashboard

    The app’s page from Apps > Installed shows month-to-date profit, receivables, recent documents, and tabs for Invoices, Bills, Quotes, Contacts and Reports, with PDF download and payment links on invoices.

How the books work

Section titled “How the books work”
  • Documents move through states. Quotes can be accepted and converted to invoices; orders convert to documents; invoices, bills and credit notes are drafts until authorised, after which they post to the ledger and can be voided but not edited. A period lock date stops changes to closed periods.
  • Payments and credits. Payments are recorded against documents; credit notes are allocated to invoices or refunded.
  • Bank reconciliation. Import bank lines, let the agent suggest matches, reconcile or create adjustments, and report on the reconciliation.
  • Assets, budgets and inventory. Fixed assets with depreciation runs and disposals; budgets with budget-versus-actual reporting; optional inventory tracking with receipts, consumption, adjustments and valuation.
  • Invoice delivery. generate_invoice_document renders the client-facing PDF, attaches it and returns a download link.
  • Confirmation before destructive changes. Fifteen actions pause for your confirmation: voiding documents and credit notes, removing payments and credit allocations, refunds, deleting drafts, quotes, orders, budgets, bank lines and recurring templates, and archiving accounts, contacts and items.

What agents can do

Section titled “What agents can do”

The app exposes a single sprigr_books tool that takes an action, with 94 actions across settings, chart of accounts, tax rates, contacts, items, quotes, recurring templates, orders, invoices and bills, payments, credit notes, journals, bank reconciliation, fixed assets, budgets, inventory, invoice delivery and reports. Amounts are handled to the cent. Ask the agent what it can do in SprigrBooks to see the full catalogue.

Common use cases

Section titled “Common use cases”
  • Invoicing from chat. Describe the work and the agent drafts, authorises and sends the invoice.
  • Bill entry. Forward a supplier bill and the agent records it against the right account and tax rate.
  • Month end. The agent reconciles the bank feed lines, runs depreciation and produces the P&L, balance sheet and GST summary.
  • Recurring billing. Recurring templates generate the month’s invoices on schedule.
  • Debtor chasing. A weekly workflow reads aged receivables and drafts reminders.

Troubleshooting

Section titled “Troubleshooting”

A document cannot be edited Authorised invoices, bills and credit notes are posted to the ledger. Void and re-issue, or use a credit note.

Changes to an old period are refused The period lock date is set. Ask the agent to move it, or post in the open period.

Balance sheet reports out of balance The Reports tab flags this. It follows from manual journals or bank adjustments that do not balance; the agent can list recent journals to find the entry.

An action is waiting for confirmation Voids, refunds, deletes and archives pause until you confirm in the chat.

Next steps

Section titled “Next steps”