AI bookkeeper that automates bank feed categorization, document matching, and reconciliation inside QuickBooks Online and Xero
AI bookkeeping and financial analysis for founders
Stage
Not given
Not given
Founded
Not given
Not given
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.
Solo plan from $49/month, Custom plan available. Free tier available with no credit card required.
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
Automated bookkeeping and transaction categorization
24/7 financial monitoring and anomaly detection
Runway, burn rate, and cash flow tracking
Bank statement and report sync
Voice and Gmail-based expense logging
AI receipt and invoice scanner
Compliance engine with local tax rules
Export-ready reports and audit trail
SOC 2 Type II and GDPR compliance
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
Natural language financial analysis through AI CFO-like interface
Fully automated bookkeeping without manual spreadsheets or reconciliation
Built specifically for founders with no accountant overhead
Enterprise-grade security with zero-trust access model
Booke AI
Montty