Accountbook
An AI-enabled account book for your customer accounts.
Manage who you sell to, the terms they buy on, and the orders on each account.
One book for the business
Customer accounts, quotes, orders, and vendors live in the same place. That is the CRM and the ERP together.
The account is the record
Who buys, on what terms, and which order is open. Nothing is copied into a second report.
What is still open
A quote that has not been accepted, and a vendor delivery that is late, sit on the account.
The same book is open to AI. Claude can ask what is open, what a quote totals, and which delivery is late.
A film of the tool goes here.
The connection
Claude, through MCP
MCP is how Claude reaches the accounts. It asks in plain language and gets the figure from the book: what is running low, who buys a product, what a quote totals, which vendor delivery is late.
The tool
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Customers, quotes, orders, and the vendors who supply them.
Open the tool