AI bookkeeper that automates bank feed categorization, document matching, and reconciliation inside QuickBooks Online and Xero
All-in-one business management tool for small businesses
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: $10/month (billed monthly) or $7.50/month (billed annually); Pro: $19.99/month (billed monthly) or $16.58/month (billed annually); Enterprise: $90/month (billed monthly) or $75/month (billed annually). Annual billing saves 20-30%. Free 7-day trial 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
Invoice generation with multi-currency support and custom templates
Automated payment reminders and invoice sharing with password protection
Estimates and quotes that convert to invoices with one click
Recurring invoice automation on flexible schedules
Project and task management with time tracking
AI assistant for invoice creation and routine tasks
Real-time analytics and financial insights
Role-based team access control
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
Create invoices in 12 languages and over 150 currencies with live exchange rates
AI assistant that reaches your real records and stops for approval before making changes
Convert hours worked directly into invoice line items in under 60 seconds
No hidden fees and 7-day free trial without credit card requirement
AES-256 encryption at rest and TLS encryption in transit for data security