AI invoicing and accounting, under the same rules as people

Guliel is accounting and finance-operations software that runs invoicing, expenses, purchasing, payroll, reporting and a double-entry general ledger on one engine. Its AI works in two ways, both live: a built-in AI companion inside the app, and an MCP server that any AI client supporting the Model Context Protocol (Claude, ChatGPT, Copilot and others) connects to through OAuth 2.1. Both go through the same API as people do, so the engine applies the same rules to an AI as to a person: numbering at issue, totals from line items, country document rules and balanced double entries.

Status. Live: the AI companion (docked on every app page and full-screen at /companion), the MCP server with OAuth 2.1, and AI categorisation of scanned expenses. Planned: a sign-off queue where an accountant approves AI work, per-organisation confirmation rules for AI actions, and an AI add-on for the Free plan. Billing is not live, so the AI allowances below are published limits and paid plans are not on sale yet.

What the companion does

The companion has the same actions as an API caller or an MCP client: one action per API operation, across documents, expenses, customers, suppliers, purchase orders, stock, the ledger, payroll, reports and automations. It acts with your role, in one organisation at a time, and each action it takes appears in the conversation.

Invoices and receipts

"Invoice Acme for 12 hours of consulting at our catalog price, in SGD, due in 30 days." The companion finds the customer, takes the price from your item catalog, sets the currency and due date, and creates a draft. The number is allocated when the document is issued, and the PDF follows your country's format (39 countries, 10 format families). If the customer doesn't exist yet, the companion can create the record first. Emailing the invoice to the customer is a separate action, and the companion takes it only when you ask.

Expenses

"Put yesterday's AWS bill under Infrastructure and set the GST." The companion updates the expense's category and tax fields. Bills arrive by scan, upload or a connected inbox (Gmail, Outlook, IMAP, POP3), and AI assigns a category from your organisation's own list. A captured expense waits in review and reaches the ledger only after it is approved. Approving one out of review needs the manager role, and no expense can be approved without an official invoice or receipt number and the source document attached. Those checks apply whether a person or the companion asks.

The ledger

"Record the owner's 5,000 capital injection on 1 March." The companion writes a manual journal entry: debit Cash and bank, credit Owner's equity. It posts only if debits equal credits and the date falls after the books lock date. The companion can also read the trial balance, balance sheet, income statement, cash flow and general ledger report. Entries use a fixed chart of accounts; custom accounts are planned.

Reports

"Income by customer for last quarter, top 10." The companion runs the report and puts the result in the chat as a table. It can run any of the 49 report definitions that apply to your country, from AR aging to payroll summaries.

Automations

"When Widget A falls below its low-stock threshold, create a purchase order to Acme Supplies for 200 units." The companion writes the automation: a trigger, the action and its fields. It is created as a draft that does not fire until it is enabled, and the companion can test it first. You see and edit it on the automations page like any rule a person built. The engine has 14 triggers, conditions between steps, and actions that are any API operation or an outbound webhook. An email action is planned.

Work in several parts

"Compare last month's supplier invoices with their purchase orders and list any billed more than 5% over the order." For work with independent parts, the companion can launch sub-agents: up to 8 run in parallel within a stage, stages run in sequence, and each sub-agent has the same actions and permissions as you. Their summaries come back to the conversation.

Same rules for AI as for people

The rules live in the engine. An AI that breaks one gets the same error a person would, and the companion can explain it.

• Document numbers are allocated in sequence at issue. A draft has none.
• Totals are computed from line items, and each issued document is checked against its country's rules.
• A journal entry posts only if debits equal credits.
• Nothing posts into a period on or before the books lock date. Only a manager moves the lock date.
• Issued documents can't be deleted, only cancelled, so the number sequence stays intact. Only a manager can delete a draft.
• A conversation is bound to one organisation. The companion can't read or write another organisation's records, even if you belong to several.

Accountant in the loop

Guliel prepares records, and the business or its accountant reviews and approves them. What exists today:

• Captured expenses wait for approval before they reach the ledger (live).
• A manager sets the books lock date (live).
• Roles per organisation: manager, contributor, viewer. The companion has the permissions of the person using it (live).
• Every action shows in the conversation, and a conversation's transcript can be exported (live).

What doesn't exist yet: the companion has no built-in confirmation step. It acts when you ask. For actions that leave your account, such as emailing a document to a customer or posting to a webhook, ask it to prepare the work and take the last step yourself. Per-organisation confirmation rules and a sign-off queue where an accountant approves AI work are planned.

Bring your own AI through MCP

Any AI client that supports MCP, including Claude, ChatGPT, Copilot or your own agent, connects to Guliel's MCP server through OAuth 2.1 with PKCE. You grant scopes per feature, read or write, and they are capped by your organisation role. Each credential has its own rate limit, and every authenticated request is recorded. The tools are the actions the companion uses, one per API operation. When you use an outside client, the records it reads go to that AI provider under your account with it.

Plan limits

Pricing is per organisation, not per seat.

Plan	USD / org / month	AI
Free	$0	10 AI companion messages a month
Standard	$20	500 AI messages a month, MCP access
Premium	$99	Unlimited AI companion

These are published prices. Billing is not live, and paid plans are not on sale yet. An AI add-on for the Free plan, at about $5 to $10 a month, is planned. Full list on /pricing.

What the AI doesn't do

• File tax or payroll returns. Guliel produces tax reports by period (live); GST and VAT return preparation is planned.
• Emit structured e-invoices. Documents are PDF today; Peppol BIS Billing output is planned.
• Match bank transactions. There are no bank feeds yet.
• Run its own model. The companion uses a third-party model that Guliel configures, and outside clients bring their own.

FAQ

What is Guliel's AI?

Guliel is accounting and finance-operations software with a double-entry ledger. Its AI is a built-in companion in the app plus an MCP server for outside AI clients such as Claude, ChatGPT and Copilot. Both can issue invoices, log expenses, post journal entries, run reports and build automations, within the signed-in user's role.

Does Guliel's AI do bookkeeping, or only invoicing?

Both. Guliel keeps a double-entry general ledger with manual journal entries, a trial balance, a balance sheet and a books lock date. The AI can post balanced journal entries and read the ledger reports, under the same rules as a person.

Can the AI delete documents or override country rules?

No. Issued documents can't be deleted by anyone, only cancelled, and only a manager can delete a draft. Country document rules, numbering and balanced entries are enforced by the engine, so the AI gets the same error a person would.

Will the AI ask before it sends something?

There is no built-in confirmation step today. The companion acts when you ask, with your role's permissions, and shows each action in the conversation. For anything that leaves your account, ask it to prepare the work and send it yourself. Per-organisation confirmation rules are planned.

Which AI model does Guliel use?

The companion runs on a third-party large language model that Guliel configures, and the model can change. The rules don't change with it, because they are enforced by the engine. Outside MCP clients use their own model.

Can I use Claude or ChatGPT with Guliel?

Yes. Any AI client that supports the Model Context Protocol connects to Guliel's MCP server through OAuth 2.1 and acts within the scopes you grant and your organisation role.

How many AI messages do the plans include?

Free lists 10 AI companion messages a month, Standard ($20 per organisation) 500 plus MCP access, and Premium ($99) unlimited. These are published prices; billing is not live and paid plans are not on sale yet.

Start free at /pricing.