AI bookkeeper that automates bank feed categorization, document matching, and reconciliation inside QuickBooks Online and Xero
Free accounting and invoicing software for small business
Stage
Not given
Startup
Founded
Not given
2024
Based in
US
CA
Pricing model
Paid
Freemium
Pricing
AI Bookkeeper (Business): $129 per business/month or annual billing available. AI Bookkeeper (Accounting Firms): pricing by request with white-label available. Monthly billing creates prorated charges when adding a business during a billing period.
Free plan: no cost, includes products, customers and sales (unlimited), 25 invoices per month, 10 receipt scans per month, 100 spreadsheet imports per month, 25 bank statement imports per month. Premium: $15 CAD/month (billed monthly) or $150 CAD/year (saves $30 per year), includes everything in Fre
Key features
Automated transaction categorization in QuickBooks Online and Xero
Smart document matching to invoices, bills, and receipts
Automatic missing document requests
OCR for bills, invoices and receipts
Customizable thresholds and rules per business
Exception review with audit trail
Isolated AI Brain with no cross-client data sharing
Client collaboration with automated transaction queries
Interactive reports generation and sharing
Email to task conversion for client communication
AI receipt scanning with automatic detail extraction
Expense and revenue tracking with auto-categorization
Predictive analytics to forecast financial trends
Inventory management with low-stock alerts
Rental and booking management
Customer management with purchase history
Invoicing with online payment links via Stripe or Square
Spreadsheet and bank statement import with AI mapping
Financial reporting with customizable report builder
Canadian payroll with CPP, EI and tax calculation
What makes it different
Works directly inside QuickBooks Online and Xero without separate platform or dashboard
Uses existing bank feeds with no extra connections required
Automates up to 80% of manual bank feed work
Bank-level security with isolated data per client
Free forever core version with no credit card required
Designed for self-funded small businesses by a founder who understands their needs
Support from the founder with typically 1-8 business hour response time
Works offline and supports multiple companies even on the free plan