For tax advisors & business owners · 10 free founding seats

AI agents for your bookkeeping.
End the month-end panic.

No more manual data entry. Our AI agents capture receipts, pre-code them and reconcile accounts — you stay in control, a human signs off. For tax firms and business owners.

Apply as a test customer How it works

GDPR-compliant
EU hosting
ISO 27701 (TÜV SÜD)
A human signs off

The uncomfortable truth

Bookkeeping eats time, nerves and staff.

😵

Paper chaos

Receipts arrive as photos, PDFs, paper and email. Chaos breaks out before every closing.

🧑‍💼

Staff shortage

Tax firms can’t find people for the routine work — and it piles up.

💸

Costly & error-prone

Manual entry costs hours, sneaks in errors and has to be reworked.

⏳

Flying blind

Owners keep pushing the numbers away — and see the real state only when it’s on fire.

The solution

AI agents that actually do the books.

Not a tool you click — agents that do the work. You approve, they execute.

🧾

Capture & pre-code receipts

Photo, PDF, paper or email — every receipt is read automatically, assigned to the right account and checked. No more typing.

🏦

Reconcile accounts & payments

Bank transactions against receipts, open items, discrepancies — matched and flagged before anyone goes looking.

📊

Pre-entry for the firm

For tax advisors: clean prep per client, fewer queries, faster closing — even without new staff.

Who it’s for

Built for two who share one problem.

Tax advisors & firms

Client receipts arrive pre-entered and sorted, not in a shoebox
Cushion the staff shortage — the agent does the routine work
Fewer queries, faster monthly/annual closing
Serve more clients without more staff

Business owners & freelancers

End the paper chaos before every closing
Always see the real state instead of flying blind
Save hours you put back into your core business
Clean numbers for your accountant & bank

In 4 steps

How to become a founding test customer.

We deliberately take only 10 — and check first whether it fits.

1
ApplyShort form (30 seconds). Tell us whether you’re a tax advisor or a business owner.
2
Intro call30 minutes with Karl: we check whether the platform fits your case.
3
ActivationIf it’s a fit for both sides, we activate you as a founding test customer.
4
Use it freeYou use the platform for free and give us honest feedback. That’s the deal.

On a secure foundation

Finance is sensitive. Security is built in, not glued on.

blueoceanfinance runs on the same data-protection foundation as our privacy software: GDPR-compliant, EU hosting available, ISO 27701 (TÜV SÜD). Your numbers never leave your house uncontrolled — and a human signs off critical steps.

By Karl Pusch — 20 years in IT, 6+ years as data protection officer
Part of the BlueOcean group
Your data stays yours — no lock-in, no reselling

10 founding test seats · 100% free

Grab your test seat — if it fits.

We’re looking for 10 tax advisors and business owners to use the platform first — for free. First a short intro call to see if it fits your case. Then activation. No risk, no card.

FAQ

Before you ask.

What does it cost?

As one of the 10 founding test customers: nothing. You use the platform for free. In return you get early access, help shape it — and give us honest feedback.

Does this replace my accountant?

No. We take over the grunt work (receipts, pre-coding, reconciliation). Advice and the closing stay with the tax advisor — who gets clean prep from us.

How secure is my data?

Built on our own data-protection foundation: GDPR-compliant, EU hosting available, ISO 27701. Your data stays yours — and a human signs off critical steps.

Is this a finished product?

We’re at the start, but already quite far. That’s exactly why we want 10 test customers who help shape it before the regular (paid) launch.

Do I need to be tech-savvy?

No. Receipts in (photo/upload/email), the agent does the rest. In the intro call we set everything up together.