AI bookkeeper that automates bank feed categorization, document matching, and reconciliation inside QuickBooks Online and Xero
AI invoice automation and bank reconciliation from email
Stage
Not given
Startup
Founded
Not given
2026
Based in
US
Not given
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: 10 documents per month. Starter: $15/month billed annually ($19 monthly) for 50 documents/month. Growth: $34/month billed annually ($49 monthly) for 250 documents/month. Scale: $69/month billed annually ($99 monthly) for 500 documents/month. Premium: $139/month billed annually ($199 monthly) f
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
Real-time invoice capture from Gmail, Outlook and IMAP
AI-powered data extraction of vendor, amount, date, tax and line items
Bank statement reconciliation with multi-currency matching
Export to QuickBooks and Xero with full field mapping
Duplicate invoice detection with SHA-256 fingerprinting
Custom AI rules engine for automatic invoice processing
Mobile receipt capture via Telegram and WhatsApp bots
Cloud storage export to Google Drive and OneDrive
Email routing with rule-based invoice forwarding
Webhook integration for custom automation
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
Reconciliation-first approach matching every invoice to bank statements automatically
No 30-day refund window - unconditional money-back guarantee anytime
Read-only email access with encrypted credentials and CASA Tier 2 assessment
Historical invoice scanning up to 6 months on first connect with no manual import
Transparent pricing published in full with no demo call required