🤖 What Is Agentic Bookkeeping?

And why it’s changing how small businesses do their books.

Most accounting software expects you to do the work — manually reviewing transactions, guessing categories, and figuring out how to organize your books for tax time. Hedgi flips that model with Agentic Bookkeeping: a smarter, more proactive way to stay tax-ready with almost no effort.

🧠 So, what does “agentic” mean?

In plain English: Hedgi acts on your behalf.
Instead of waiting for you to click around and clean up your transactions, Hedgi’s Agentic system:

1. Reviews your entire ledger

2. Flags anything unclear or inconsistent

3. Generates journal entries for your books

4. Posts those entries automatically (if you let it)

Think of it as having a junior accountant working quietly in the background — except this one never misses a day, never forgets a rule, and gets smarter with every month of data.

⚙️ How It Works Behind the Scenes

Agentic Bookkeeping is built on three key layers:

• 1. Smart Categorization Engine
  Your transactions are automatically tagged using Hedgi’s deterministic rules, AI fallback, and Plaid vendor data.

• 2. AI Review Agent
  After categorization, we use a private GPT model to:

  • Catch edge cases (e.g., mixed-purpose transactions)

  • Explain categorization logic

  • Recommend journal entries

• 3. Automated Posting & Monthly Summary
  Approved entries are pushed into your books. You get a full summary at month-end — ready for your CPA or tax filing.

✅ Why This Matters for You

• Less cleanup. You’ll stop wasting weekends catching up on books.

• Smarter books. Deductions are caught, not missed.

• Audit-ready records. Each entry is backed by explainable logic.

🛡️ And Yes — You’re Still in Control

Agentic Mode can be toggled on or off. You’ll always have visibility and the ability to approve journal entries before they post.