| What it does | AI bookkeeper that automates bank feed categorization, document matching, and reconciliation inside QuickBooks Online and Xero
| Commercial operations platform for service businesses
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| Stage | Not given
| Established
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| Founded | Not given
| 2021
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| Based in | US
| RO
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| Pricing model | Paid
| Freemium
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| 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 with monthly allowances (5 proposals, 3 proposals/month, 1 contract/month, 5 invoices/month, 5 receipts/month, 50 bank transactions/month). Paid packs: Sales €19.99/month, Contracts €9.99/month, Invoicing €9.99/month, Billing Schedules €9.99/month, Banking €9.99/month, Helpdesk €19.99/mont
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| 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
| - Sales Pipeline with separate pipelines, stages and boards
- Proposals with acceptance tracking and payment options
- Contracts with online signing and identity verification
- Invoicing with custom numbering and multi-currency support
- ANAF e-Factura for Romanian companies
- Branded client portal for accepting proposals and paying invoices
- Bank integrations with transaction sync and account data
- Helpdesk for managing client conversations across email, chat and portal
- REST API, webhooks, Zapier and MCP for integrations
- Free team tasks and role-based permissions
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| 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
| - Built by a service business for service businesses, using their own product
- No per-user seat fees; unlimited team members
- Everything connected in one workflow from proposal to paid invoice
- Data export available on all plans including free; no lock-in
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 44 ▲ +1 (up) since last check | 26 ● no change since last check |
| Trust Flow (Majestic) | 11 | 11 |
| Citation Flow (Majestic) | 38 | 25 |
| Referring domains (Majestic) | 666 | 42 |