AI bookkeeper that automates bank feed categorization, document matching, and reconciliation inside QuickBooks Online and Xero
Billing software for law firms and accounting firms
Stage
Not given
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Founded
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Based in
US
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Pricing model
Paid
Not given
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.
Practice (1–10 users): $30/user/month or $324/user/year; Firm (11–25 users): $27/user/month or $288/user/year; Scale (26+ users): $24/user/month or $252/user/year. 30-day free trial included.
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
Time tracking with billable-hour revisions
Flat fees and retainers
IOLTA trust accounting with three-way reconciliation
Online invoicing with secure payment links
Online payments via Stripe and PlaceToPay
LEDES 1998B electronic billing export
QuickBooks Online two-way integration
Recurring billing for standing charges
A/R aging and collection reporting
Bilingual support in English and Spanish
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
Matter-based organization for law firms and engagement-based for accounting firms in one platform
IOLTA trust accounting built in with per-client and per-matter ledgers and append-only audit trail
Every feature in every pricing tier, no modules or per-invoice fees
Data import from current billing systems with CSV mapping and validation
Automatic payment posting and reconciliation with online payments
Booke AI
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