{ "name": "hellobooks-public", "version": "1.5.0", "catalog": "capabilities", "title": "Munimji capability knowledge base", "description": "What the Munimji AI does autonomously vs with one-click approval, mapped to business areas and software features.", "source": "https://agents.hellobooks.ai/catalog/capabilities.json", "marketingUrl": "https://hellobooks.ai/features", "dataSource": "static", "dateModified": "2026-09-23T00:00:00.000Z", "count": 15, "data": { "businessAreas": [ { "key": "getting-started", "label": "Getting Started & Setup", "summary": "Opening a new set of books, choosing a chart of accounts, importing opening balances, and migrating from Tally / QuickBooks / Xero / Zoho.", "featureCategories": [ "core-accounting", "ai-automation", "integrations" ] }, { "key": "sales-receivables", "label": "Sales & Getting Paid", "summary": "Quoting customers, raising invoices, taking online payments, sending reminders, and chasing what you are owed.", "featureCategories": [ "invoicing-billing", "ai-automation" ] }, { "key": "purchases-payables", "label": "Purchases & Paying Bills", "summary": "Recording supplier bills, purchase orders, goods receipts, expense claims, and scheduling what you owe.", "featureCategories": [ "invoicing-billing" ] }, { "key": "banking-cash", "label": "Banking & Cash", "summary": "Connecting bank feeds, categorizing transactions, matching payments to invoices/bills, and reconciling accounts.", "featureCategories": [ "banking-reconciliation" ] }, { "key": "documents-data-entry", "label": "Documents & Data Entry", "summary": "Turning receipts, bills, and PDFs into accurate ledger entries without typing them by hand.", "featureCategories": [ "ai-automation" ] }, { "key": "tax-compliance", "label": "Tax & Compliance", "summary": "Getting GST / VAT / BAS / TDS / sales-tax right as you record transactions, and filing on time.", "featureCategories": [ "tax-compliance" ] }, { "key": "reporting-insights", "label": "Reports & Insights", "summary": "Understanding P&L, cash position, who owes what, and what changed — on demand, in plain language.", "featureCategories": [ "reports", "ai-automation" ] }, { "key": "inventory-operations", "label": "Inventory & Operations", "summary": "Tracking stock, valuation, warehouses, and manufacturing for product businesses.", "featureCategories": [ "inventory", "warehouse", "manufacturing" ] }, { "key": "payroll-workforce", "label": "Payroll & Workforce", "summary": "Paying staff and posting payroll, PF/ESI/PAYG, and attendance to the books (handled by the sister product TimeX, auto-synced to HelloBooks).", "featureCategories": [ "industry-modules" ] }, { "key": "multi-entity-scale", "label": "Multi-Entity & Scale", "summary": "Running several companies, consolidating across them, roles & approvals, and standardizing workflows as you grow.", "featureCategories": [ "core-accounting", "operations", "industry-modules" ] } ], "capabilities": [ { "key": "guided-onboarding", "title": "Guided onboarding & entity setup", "area": "getting-started", "autonomy": "assist", "whoDoesWhat": "Munimji walks you through creating your entity, picking the right chart of accounts for your industry and country, and importing opening data — conversationally. You confirm the choices; Munimji does the lookups and fills the forms.", "softwareFeatureKeys": [ "ai-onboarding-assistant", "conversion-balance" ], "status": "live", "exampleAsk": "\"I just started a bakery in Gujarat, help me set up my books.\"" }, { "key": "create-sales-docs-by-chat", "title": "Create invoices, quotes & credit notes by chat", "area": "sales-receivables", "autonomy": "approval", "whoDoesWhat": "Tell Munimji \"invoice Acme 50,000 for web design\" and it drafts the invoice — customer, line items, tax — ready for your review. It posts to your books only after you approve.", "softwareFeatureKeys": [ "ai-chatbot", "agentic-accounting", "invoicing", "quotes-estimates", "credit-notes" ], "status": "live", "exampleAsk": "\"Raise an invoice to Sharma Traders for 12 chairs at 1,500 each.\"" }, { "key": "branded-document-templates", "title": "Generate branded invoice / document templates", "area": "sales-receivables", "autonomy": "autonomous", "whoDoesWhat": "Describe the look you want and Munimji generates a branded invoice or document template for you to apply. No ledger impact, so no approval step.", "softwareFeatureKeys": [ "ai-document-generation", "branding-themes" ], "status": "live", "exampleAsk": "\"Make me a clean blue invoice template with my logo on top.\"" }, { "key": "collections-voice-calls", "title": "Outbound AI collection / reminder calls", "area": "sales-receivables", "autonomy": "approval", "whoDoesWhat": "Munimji can place outbound voice calls to chase overdue invoices and send reminders. You approve the call list and script before it dials. (Beta.)", "softwareFeatureKeys": [ "ai-calls", "invoice-reminders" ], "status": "beta", "exampleAsk": "\"Call my customers who are more than 30 days overdue.\"" }, { "key": "create-bills-by-chat", "title": "Record bills & expenses by chat", "area": "purchases-payables", "autonomy": "approval", "whoDoesWhat": "Munimji drafts vendor bills and expense entries from your instruction or an attached document, then waits for your approval before posting.", "softwareFeatureKeys": [ "ai-chatbot", "agentic-accounting", "bills", "expense-claims" ], "status": "live", "exampleAsk": "\"Record a bill from AWS for 8,400 this month.\"" }, { "key": "payee-detection", "title": "Auto-detect payees & create vendor/customer records", "area": "purchases-payables", "autonomy": "approval", "whoDoesWhat": "Munimji recognises the merchant or customer behind a transaction and proposes creating the contact record, which you confirm.", "softwareFeatureKeys": [ "ai-payee-detection" ], "status": "live", "exampleAsk": "\"Who is this UPI payment to, and add them as a vendor.\"" }, { "key": "ai-categorization", "title": "AI categorize bank transactions", "area": "banking-cash", "autonomy": "approval", "whoDoesWhat": "Munimji categorizes your bank feed with industry/turnover-aware accuracy and materiality bands, proposing the account for each line. You bulk-approve; the AI never posts to the ledger on its own.", "softwareFeatureKeys": [ "ai-categorization", "ai-materiality", "bank-rules" ], "status": "live", "exampleAsk": "\"Categorize last month's bank transactions for me.\"" }, { "key": "find-and-match", "title": "Match bank lines to invoices & bills", "area": "banking-cash", "autonomy": "approval", "whoDoesWhat": "Munimji scores and proposes matches between bank lines and your open invoices/bills/credit notes — including batch payments and partial allocations — for you to confirm.", "softwareFeatureKeys": [ "find-and-match", "bank-reconciliation" ], "status": "live", "exampleAsk": "\"This 1,00,000 deposit covers three invoices — match them.\"" }, { "key": "psp-payout-routing", "title": "Route Stripe / Razorpay payouts correctly", "area": "banking-cash", "autonomy": "approval", "whoDoesWhat": "Munimji detects payment-processor payouts and routes them through an Undeposited Funds clearing account (per GAAP/IFRS) instead of booking them straight to revenue — proposed for your approval.", "softwareFeatureKeys": [ "undeposited-funds", "multi-jurisdiction-tax-ai" ], "status": "live", "exampleAsk": "\"My Stripe payout landed — book it the right way.\"" }, { "key": "document-extraction", "title": "Extract data from receipts, bills & PDFs (OCR)", "area": "documents-data-entry", "autonomy": "autonomous", "whoDoesWhat": "Drop in a PDF or photo and Munimji extracts vendor, amount, line items, and tax on its own. Extraction is read-only, so it runs without approval; creating the resulting bill/invoice is the approval step.", "softwareFeatureKeys": [ "document-extraction", "ai-form-filling" ], "status": "live", "exampleAsk": "\"Here's a stack of supplier invoices — pull the details out.\"" }, { "key": "tax-aware-categorization", "title": "Tax-aware categorization (GST / VAT / TDS / CIS)", "area": "tax-compliance", "autonomy": "approval", "whoDoesWhat": "When Munimji categorizes a transaction it also applies the right tax treatment for your jurisdiction — India (TDS sections, GST, RCM, TCS), UK (VAT + CIS + DRC), Australia (GST + no-ABN PAYG), UAE (VAT + free-zone) — proposed for your approval.", "softwareFeatureKeys": [ "multi-jurisdiction-tax-ai" ], "status": "live", "exampleAsk": "\"Tag this contractor payment with the correct TDS section.\"" }, { "key": "reports-by-chat", "title": "Run reports & answer data questions by chat", "area": "reporting-insights", "autonomy": "autonomous", "whoDoesWhat": "Ask Munimji for a P&L, an aging summary, or \"how much did I spend on travel last quarter?\" and it queries your books and answers — read-only, so no approval needed.", "softwareFeatureKeys": [ "ai-chatbot", "profit-loss", "ar-ap-aging" ], "status": "live", "exampleAsk": "\"What was my gross margin in March, and what changed vs Feb?\"" }, { "key": "cfo-insights", "title": "CFO dashboard with AI commentary", "area": "reporting-insights", "autonomy": "autonomous", "whoDoesWhat": "Munimji generates plain-language commentary on your live KPIs and flags what needs attention — surfaced on the CFO dashboard.", "softwareFeatureKeys": [ "cfo-dashboard" ], "status": "live", "exampleAsk": "\"Give me the headline on how the business is doing this month.\"" }, { "key": "voice-ai", "title": "Voice-first accounting", "area": "reporting-insights", "autonomy": "assist", "whoDoesWhat": "Speak your queries and hear answers in natural voice. Munimji listens, answers, and can tee up actions for your approval.", "softwareFeatureKeys": [ "voice-ai" ], "status": "live", "exampleAsk": "\"Hey Munimji, what's my cash balance right now?\"" }, { "key": "smart-notepad", "title": "Turn meeting notes into tasks", "area": "multi-entity-scale", "autonomy": "autonomous", "whoDoesWhat": "Paste meeting notes and Munimji extracts action items, tasks, and follow-ups automatically.", "softwareFeatureKeys": [ "smart-notepad" ], "status": "live", "exampleAsk": "\"Here are my call notes — pull out the to-dos.\"" } ], "autonomyLegend": { "autonomous": "Munimji does this on its own, end-to-end — no approval needed. Safe because it never changes your ledger (it reads, extracts, drafts, answers, or reports).", "approval": "Munimji does the work and prepares the entry, then waits for your one-click approval before anything posts to your books. This is HelloBooks' agentic-accounting safety model — the AI never silently writes to your general ledger.", "assist": "Munimji co-pilots — it guides, suggests, and answers your questions, but you stay in the driver's seat.", "manual": "A software feature you operate yourself in HelloBooks. Munimji can help you find it and walk you through it, but does not run it for you." }, "meta": { "version": "1.0.0", "lastUpdated": "2026-06-01", "summary": "Munimji capability knowledge base: business-operation areas, the AI autonomy layer (what Munimji does on its own vs with your approval), and links into the full software feature catalog (features.ts / list_features)." } } }