AI bookkeeper that automates bank feed categorization, document matching, and reconciliation inside QuickBooks Online and Xero
Cash flow management and tax prep for businesses
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
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 at $0.00/mo includes manual transaction input, bank account adding, up to 1 year history, transaction categorization, and Koody AI. Standard plan is $2.99/mo with up to 3 years history and exports. Plus plan is $4.99/mo with statement imports, auto-categorization, unlimited history, and bu
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
Automatic transaction categorization
Import PDF and CSV bank statements
Profit and loss reports
Cash flow tracking by week and category
Year-over-year profit comparison
Manual transaction entry
Receipt and invoice attachment
Export reports for accountant
Tax set-aside 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
Works without bank login - import statements manually or use PDF/CSV files
Keeps personal and business transactions separate in the same account
Built-in business categories from tax forms
See cash flow patterns by week to make informed spending decisions
Booke AI
Koody