AI bookkeeper that automates bank feed categorization, document matching, and reconciliation inside QuickBooks Online and Xero
Convert bank statements to Excel, CSV, QuickBooks & Xero
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.
Free: $0/month for 3 pages/month; Starter: $9/month for 150 pages/month; Pro: $19/month for 500 pages/month; Business: $39/month for 1,500 pages/month. All prices in USD.
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
Multi-file upload with parallel processing
Running-balance reconciliation against printed statements
Inline editing of dates, descriptions and categories
AI-powered transaction categorization
Export to Excel, CSV, QBO, IIF, Xero CSV and JSON
Conversion history with re-download capability
Works with any bank or card issuer
Supports files up to 20 MB
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
Every row balance-checked against statement balances
Booke AI
SheetStatement