Max: accounting and your books
Max is SOCIII's Digital Worker for accounting. He keeps your transactions sorted into your chart of accounts, tracks invoices, bills and loans, matches payments to your bank, and gives you the monthly report. You work with Max on screen or in chat, and anything you can do on screen you can also do by asking.
Max proposes. You approve. Nothing is posted, sent, locked or changed in your books until you tap it. Max shows the numbers and where each one came from. He doesn't give accounting, tax or legal advice: your CPA decides.
Why Max
Most small-business books go wrong in small ways. Money from an investor gets counted as sales. A personal card pays for a company cost and nobody records it. A deposit is counted twice. By month end nobody can say why the numbers don't tie.
Max fixes that:
- Funding is never revenue. A deposit counts as income only with evidence. Everything else waits for you to say what it is. Loans and funding →
- Every change is a card you approve. Categories, invoices, bills, payments, loan entries and month-end locks. Trust and rules →
- Nothing is deleted. A wrong entry is reversed and a new one added, so the history is tamper-evident.
- Money paid personally is tracked. Company costs on a personal card, and team expenses to reimburse. Expenses →
- A daily routine sorts new bank lines, matches strong payments and leaves the rest in a short "Needs you" list. Daily routine and reports →
Who it's for
| You are | What Max does for you |
|---|---|
| An owner or admin | Keeps the books, shows the reports, asks you about anything unclear, and locks months when you say so |
| A team member | Lets you send a receipt and get paid back, and shows where each expense stands |
| A CPA with a seat | Reads the ledger and trial balance, and downloads them as CSV |
How it works
- Connect your bank and set up. Getting started →
- Bring in transactions. Sync a bank, or upload statements. Accounts and transactions →
- Decide what Max asks about. Deposits, possible duplicates, unusual payments. Daily routine and reports →
- Bill and get paid. Invoices and bills →
- Read the reports and close the month. Daily routine and reports →
New to bookkeeping? Read bookkeeping best practices and the GAAP reference.
What's live today, and what isn't yet
| Live | Not yet |
|---|---|
| Dashboard with cash, burn, runway, liabilities, unpaid invoices and bills due, plus a setup list | MRR on the Dashboard (the tile shows a dash) |
| Connected Accounts: link a bank through Stripe's secure link, add accounts by hand, set what each account is for | A live feed for a company card Stripe doesn't offer (upload a CSV instead) |
| Transactions: upload statements or import from Drive, review, categorize, mark recurring | Company Profile for your own workspace (it says "coming soon" until built) |
| Expenses: team receipts with approval and reimbursement, and company costs paid on a personal card | Company-card receipts matched to card lines, per-category limits and receipt rules, email intake, mileage, and paying out from SOCIII |
| Loans & Liabilities: loan ledger, payments, quarterly interest and the founder expense report | Splitting a Stripe payout into invoice payment, fee and other revenue |
| Chart of Accounts with templates and monthly caps, and Approvals for spending past a cap | A customer-credit balance (a payment larger than the open balance is refused) |
| Invoices & Bills with PDF email, payments, aging and corrections | Card payments on invoices in your own workspace (SOCIII's own workspace only for now) |
| Daily routine, month close and lock, and ledger and trial balance CSV | Tax filing, payroll, 1099 prep (the Tax tab is hidden) |
| Reports: monthly report, profit and loss, balance sheet, cash, sales tax and reconcile | Matching that never guesses wrong in close cases (check Reconcile before you lock a month) |
Try it
- Add Max to your team: Add workers in the left menu, then find Max and tap Add to my team, or ask Alex in chat ("add Max to my team") and approve the card. In a business workspace, only the owner or an admin can add workers.
- What it costs: workers SOCIII builds, including Max, are free plus data charges (usage-based). Bank refreshes are paid from your data balance. Trials last 30 days, and you only pay for data during a trial. More at sociii.ai.
- Start: Getting started →