Apron

William is your AI bookkeeping agent, built into Apron — finds receipts, codes documents, and publishes to Xero or QuickBooks autonomously.

Meet William, your AI bookkeeping agent

Teach William your firm's policies with plain-English guidance and supplier rules, so it codes and publishes the way you would.

Teach William about your policies

See what William has done, and why — every decision in plain language

Track William's decisions and the reasoning behind them

How auto-publish works — and how to turn it on.

Understand auto-publish

How William finds missing receipts in Gmail and Outlook — and how to connect an inbox.

Understand email search

Invite a client or teammate to connect their Gmail or Outlook inbox so William can find missing documents.

Invite someone to connect their email

Add guidance in plain English and word it so William gets it right, with examples of what works and what doesn't.

Write guidance William can follow

Copy-paste guidance examples for VAT, Construction Industry Scheme (CIS), descriptions, dates, line items and publishing. Change the @ names to your own.

See examples of guidance

Check that William followed your guidance, and what to try if it didn't. Also how to edit or delete guidance.

Fix guidance that isn't working

Daria Antonova

All you need to know about William, your AI bookkeeping agent

William AI 

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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