料金
無料で始める
Books7 min read

Master data & registries

The reference data every Books agent runs on — accounts, customers, items, assets — plus company info, permissions, and files.

Registries hold the master data that the rest of Books references. Set them up well and every agent runs cleanly; leave them messy and the AI struggles to match documents while your reports drift. This is also where the admin tools live.

What you can do

  • Maintain the account master / chart of accounts that every entry posts to.
  • Keep registries for people, partners, items, and assets in one place.
  • Organize your business into profit centers and cost centers.
  • Manage Company Info, Permissions, and the File Manager.

The registries

RegistryWhat it holdsUsed by
Account masterChart of accounts — every posting account.Accounting, Reporting
EmployeeEmployee records and identifiers.HR / Payroll
CustomerWho you sell to; billing details.Sales / AR
Product / itemMaterials and finished goods.Sales, Purchase, Production
Fixed assetDepreciable assets and schedules.Accounting (depreciation)
Bank accountBank accounts for transactions.Accounting, Sales, Purchase
Credit cardCorporate cards and statements.Accounting, Purchase
Receivables/PayablesOpen AR and AP balances by partner.Sales, Purchase, Accounting
Profit center hubProfit centers for P&L.Reporting, HR
Cost center hubCost centers for allocation.Production, HR, Reporting

Admin tools

  • Company Info — re-open the company details and opening balances you set during onboarding.
  • Permissions — control who can view and edit each area.
  • File Manager — the shared store for documents attached to entries.
Tip
Set up profit centers and cost centers before you start posting. They drive divisional P&L, cost analysis, and labor-cost allocation — adding them retroactively means re-tagging entries.

Next steps

Setting up Numen Books
Company info and opening balances start here.
Coming soon
Accounting
The chart of accounts in action.
Coming soon
Financial Reporting
Where profit- and cost-center structure pays off.
Coming soon
Was this article helpful?
Related articles
Setting up Numen BooksA required 3-step wizard — company info, opening balance sheet, and start — that gets your books ready before you record a single entry.AccountingAI-assisted journaling, a real-time trial balance, depreciation, and a guided close — the accounting core of Numen Books.Financial ReportingFinancial statements, divisional P&L, cost and cash-flow analysis, and a custom report canvas you build from widgets.