AI bookkeeper that automates bank feed categorization, document matching, and reconciliation inside QuickBooks Online and Xero
Enterprise invoice factoring software for factoring companies
Stage
Not given
Established
Founded
Not given
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Based in
US
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Pricing model
Paid
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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.
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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
Client and debtor onboarding with automated KYB/KYC checks and document workflows
Invoice verification with duplicate detection and fraud checks
Risk scoring and credit intelligence with real-time exposure monitoring
Automated funding with configurable advance rates and batch disbursements
Reserve and escrow management with automated tracking and settlement
Collections and cash posting with automated dispute handling
Flexible pricing, fees and interest configuration
Client and partner portals for self-service invoice and funding status tracking
Real-time dashboards and audit-ready reporting
API integrations and ecosystem connectivity
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
Processes 50,000+ invoices daily with 99.9% uptime reliability
Reduces daily invoice verification time from hours to minutes through automation
Built on 18+ years of proven factoring technology expertise
Supports multiple factoring models with fully configurable workflows