| What it does | AI bookkeeper that automates bank feed categorization, document matching, and reconciliation inside QuickBooks Online and Xero
| Modern ERP for inventory, sales, accounting, and operations on desktop, mobile, and cloud
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| LB
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| Pricing model | Paid
| Freemium
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| 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.
| 14-day free trial; paid plans available with monthly or annual billing (annual saves 17%)
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| 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
| - Real-time inventory tracking across branches and warehouses with low-stock alerts and barcode scanning
- Point of sale with fast checkout, customer accounts, and offline/online receipt capability
- Accounting and financial reporting including invoices, expenses, cash flow tracking
- Multi-device synchronization across desktop, mobile, and cloud
- Fully offline operation for desktop editions without internet dependency
- Four specialized editions for retail, clinics, gyms, and salons
- Integration with Stripe, Mollie, WhatsApp, OpenAI, Claude, Gemini, and Google/Apple sign-in
- Enterprise-grade security with SOC 2 Type II, ISO 27001, HIPAA, GDPR, and CCPA compliance
- Global edge network with 17 data centers across 6 continents and sub-50ms latency
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| 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 fully offline on desktop while keeping data synced to cloud when online
- Migrate seamlessly from offline Trady Retail to cloud without losing business history
- Specialized editions built for specific business types rather than generic functionality
- Built-in WhatsApp integration for business operations in multiple languages
- Pay once for lifetime license on desktop or monthly subscription with no forced cloud dependency
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 45 ▲ +1 (up) since last check | 2 ● no change since last check |
| Trust Flow (Majestic) | 11 | 0 |
| Citation Flow (Majestic) | 38 | 0 |
| Referring domains (Majestic) | 666 | 0 |