Accounting

Double-entry books — chart of accounts, AR/AP, bank reconciliation,
balance sheet, income statement — built in, not bolted on.

What it is

HAPPEE includes a real double-entry accounting system. Not a
lightweight ledger, not an integration with QuickBooks — a proper
accounting subsystem with journal entries, chart of accounts,
budgets, transaction templates, AR and AP, bank reconciliation, and
the standard reports (balance sheet, income statement, trial balance,
general ledger).

This matters for HAPPEE's premise. Agents that need to reason about
the business need access to the books. Putting accounting outside the
platform creates a sync gap; putting it inside the platform makes
financial truth a query the agents can answer in real time.

What you get

• Multi-entity accounting — one HAPPEE workspace can host books for
  several legal entities, with consolidated reporting

• Chart of accounts with account templates for common business types

• Journal entries with bulk upsert, transaction templates for
  recurring patterns, and full audit trail

• AR and AP with aging by customer and vendor

• Bank transactions with categorization and reconciliation

• Standard reports — balance sheet, income statement, trial balance,
  general ledger, scorecard

• Budgeting per account, period

• Soft-delete with full history (no destructive edits)

• Multi-currency support including BTC for crypto-native businesses

How agents use accounting

Alex (the finance agent) lives here:

• Reads the books to compute the 13-week cash forecast.
• Reconciles bank transactions overnight.

• Drafts journal entries for routine patterns and surfaces them for
  approval.

• Generates the monthly close pack.

• Computes unit economics from invoice-level data.

• Surfaces variance from budget and explains the cause.

Other agents read accounting too — the sales agent looks at invoiced
revenue when prioritizing collections, the operations agent checks
vendor payment status before drafting a stretch communication.

In small businesses

For a $500K business, a separate accounting tool plus monthly
bookkeeper plus quarterly accountant is the standard stack. With
HAPPEE the books are live, the close is ongoing, and the financial
agent does the routine work — the accountant becomes a reviewer
rather than a producer.

Where accounting shows up across the business

• In Cash flow stabilization:
  the books are the source for the 13-week forecast; AR/AP aging
  drives priorities.

• In First paying customers:
  clean books from invoice 1; Stripe and bank ingested daily; unit
  economics computed from real data.

• In New product line: the standalone
  P&L sits on top of the accounting layer with allocation rules.

• In Outbound sales motion:
  closed-won deals reconcile against actual invoiced revenue.