SoloBooks AI — Your business finances. Organized privately.

Description and use

SoloBooks AI lets freelancers process financial documents locally, ensuring privacy and saving on SaaS subscriptions.

Problem

Solo operators receive fragmented receipts, invoices, and timesheets in varied formats, while commercial accounting tools expose sensitive data to third‑party clouds and charge high subscription fees.

Outcome

SoloBooks AI enables solo operators to process financial documents locally, eliminating cloud data exposure and subscription costs while providing deterministic accounting and AI‑powered queries.

Workflow

• Upload receipt or invoice file (PDF, PNG, JPEG) to the app
• OCR engine (Tesseract.js) extracts text or PDF-Parse reads native text
• Local Ollama model parses text and returns JSON of financial fields
• Zod schema validates extracted JSON, preserving nulls for missing data
• User reviews and edits extracted values in a UI before confirming
• Confirmed data is stored in SQLite with integer minor‑unit amounts
• User can query finances via natural language; app runs deterministic SQL and displays results
• Data can be exported as RFC 4180 CSV or structured JSON
• All operations remain offline after initial model download

Evidence

SoloBooks AI replaces manual spreadsheet entry with local open‑weight intelligence while guaranteeing that financial documents remain quarantined on the user's personal hardware

Source

Local SQLite Database | Local Ollama Daemon | (via @libsql/client engine) | (http://127.0.0.1:11434) | Path: ./data/solobooks.db | Models: llama3:latest, qwen2.5:3b

Source

Verified test suite running on Vitest (npm test): 17 passed out of 17 tests covering minor‑unit arithmetic, document security, schema validation, duplicate detection, invoice state transitions, and real Ollama connectivity.

Source

I personally verified that with the network disconnected, SoloBooks AI continues to serve the full dashboard, process local PDF text, execute SQLite queries, calculate deterministic totals, and export RFC 4180 CSV files.

Source