Your church’s bookkeeping assistant

Meet Jade.

Help your treasurer with bookkeeping—and answer your pastor’s financial questions.

Book a Demo See example

Already use Jade Funds? Enable Jade.

Ask Jade BookkeepingQuestions & reports

“What did each fund spend last month?”

Expenses by fundSeptember 2026 · USD

General$3,200

Youth$1,200

Missions$600

Total expenses$5,000

Illustrated example · Sample data from reviewed entries

See Jade at work

One expense. Two ministry funds.

Explore the sample church expense split

1 Ask2 Review3 Approve

You ask

“Split this $240 expense: $160 to General and $80 to Youth.”

Jade prepares a split for you to review.

Simplified demo · Sample church dataView actual screen

Review split

Needs approval

Supplies expense $240

General: $160
Youth: $80

Nothing changes until you approve.

Simplified demo · Sample church dataView actual screen

Split saved

Approved

Supplies expense $240

General: $160
Youth: $80

Saved in Jade Funds with your approval.

Simplified demo · Sample church dataView actual screen

Choose your assistant.

Jade Funds

Built into your workspace

Codex

Use your own AI account

Claude

Use your own AI account

You’re in control.

Just ask

Get answers and reports without changing your books.

Recommended

Approve each change

Jade prepares each change. You approve it in Jade Funds.

Let Jade make changes

Jade applies supported bookkeeping changes when you ask.

Access and privacy

Your access limits, locked periods, and accounting checks still apply. Change access or disconnect anytime.

Enabling an assistant shares the financial information it can access with its AI provider.

Access and privacy details

Jade’s AI integrations can access supported financial information only within the connected organization and your existing permissions. They cannot access another organization’s records or bank login credentials.

Read allows questions and reports. Read/ask requires your approval inside Jade Funds for every individual change. Read/write allows supported changes without individual approval.

The integrations cannot move money, delete records, or change security settings. Jade Funds enforces these limits on every request.

See Jade in action.

Book a Demo

Already use Jade Funds? Enable Jade.

Setup & usage details

Open Integrations
In your Jade Funds settings.
Choose your assistant
Jade Funds, Codex, or Claude.
Choose your access
Follow the steps to connect.

To connect, you’ll confirm permission to share the financial information you can access. Then open Ask Jade → Bookkeeping, or follow the instructions for Codex or Claude.

Your organization shares up to 100 AI requests per day across all members. A task may use more than one request. A shared monthly allowance also applies to the built-in assistant.

Codex and Claude use your AI provider account and its usage limits. That subscription does not carry over to the built-in Jade assistant.