booke.aiAI tool

Booke AI

booke.ai
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Detailed overview

Sign InAdd an AI Bookkeeper inside QuickBooks & Xero Invite Booke → it works daily → you review exceptionsStart nowTalk to usUses existing bank feedsNo extra connectionsWorks directly inside your booksNot another dashboardAudit trail + exception reviewYou stay in controlWhy Firms Switch From AI Tools to an AI Team MemberWith API-Based AI ToolsWorks outside QuickBooks/Xero and can only suggest basic tasksRequires extra bank links (Plaid, etc.)Suggests categories - you still click, match documents manuallyMultiple integrations, hours of setupLearn a new dashboardHow it worksBank connectionWhat it actually doesSetup timeYour workflowAI Bookkeeper works inside QuickBooks/ Xero, just like youUses your existing bank connectionCategorizes, matches to invoices/ bills, requests missing documents, reconciles - all automaticallyInvite user + connect onceStays exactly the sameWithMore Than Categorization:Smart Document MatchingOur AI doesn't just pick categories. It matches transactions to your invoices, bills, and receipts - automatically.AI Learns Your PatternsWhen a transaction comes in, AI checks: "How has this vendor been handled before? Do their transactions usually have supporting documents?"Find or Request DocumentsIf a document is expected, AI searches your QBO/Xero for matching invoices or bills. Found it? Matched automatically. Not found? AI requests it and waits.Your Rules. Your Thresholds. Your Books.Set your own rules: "All transactions over $50 need receipts." AI follows your preferences and never reconciles without proper documentation.Trusted by 10,000+businesses and hundreds of accounting firms across US, UK, Canada, and AustraliaReplace 80% of Manual Bank Feed Work - Starting This WeekYour AI Bookkeeper logs into QBO and Xero every morning, processes the bank feed, categorizes new transactions, matches them to invoices and bills, and reconciles — before the workday begins.QuickBooks OnlineInvite Booke as a QBO user. Every morning, it opens your bank feed and does the work your team used to spend hours on — categorizing, matching, flagging what needs attention.See How It Works in QBOXeroInvite Booke as a Xero user. Every morning, it opens your bank feed, categorizes transactions, matches them to invoices and bills — and reconciles.See How It Works in XeroWorks While You SleepActually Does the Work (Not Just Suggestions)Works inside QBO & Xero — not beside themNon-Human Bookkeeper for Businesses and Accounting FirmsNo new platform. No new bank connections. Just an AI Bookkeeper working directly inside QuickBooks and Xero.Trusted Security & Data ProtectionYour financial data is protected with bank-level encryption and verified through annual security audits by Intuit and Xero. Each client gets a fully isolated AI Brain trained only on their own data - no cross-client sharing, ever.Learn About Our SecurityAdd an AI bookkeeper to your firm this week.No new software. No migration. No disruption.Get StartedBooke AI, Inc.919 North Market St. Wilmington, DE 19801, USAGet in touch with usMake the first step to no stress accounting with Booke AISubmitWe love doing the boring part of bookkeeping, so you don't have to.Curious how it works?Request a DemoAlready have an account?Sign InBooke AITerms and ConditionsPrivacy PolicyCookie PolicyBecome a PartnerTestimonialsResourcesInvoice & Receipt OCR AIAI BookkeepingBookeeping AutomationCollaborative BookkeepingResource HubComparevs Dextvs DocytSecurity & TrustSecurity OverviewData HandlingTrust CenterService Level Agreement🔒 Secured with AES-256 Encryption | Audited by Intuit & Xero | GDPR CompliantBooke AI Inc. © 2026 All rights reserved --- Sign InAI Bookkeeper Pricing for QuickBooks & XeroNo new platform. No extra bank connections. Invite Booke → it works daily → you review exceptions. AnnuallyMonthlyAI Bookkeeper (Business)$129/ business (month)Works inside QuickBooks & XeroDaily bank feed categorizationSmart document matchingMissing document requestsCustom thresholds & rulesException review + audit trailOCR for bills, invoices & receiptsEmail and chat supportIntegration withStart nowAI Bookkeeper (Accounting Firms)Pricing by requestwhite-label availableEverything in Business, plus:Multi-client managementWhite-label client experienceCustom pricing for your firmPriority onboardingIntegration withBook a demoReady to remove daily bank feed work?Start for $129/monthRequest accounting firm pricingSecured with AES-256 Encryption  |  Role-based access  |  GDPR CompliantBooke AI, Inc.919 North Market St. Wilmington, DE 19801, USAGet in touch with usMake the first step to no stress accounting with Booke AISubmitWe love doing the boring part of bookkeeping, so you don't have to.Curious how it works?Request a DemoAlready have an account?Sign InBooke AITerms and ConditionsPrivacy PolicyCookie PolicyBecome a PartnerTestimonialsResourcesInvoice & Receipt OCR AIAI BookkeepingBookeeping AutomationCollaborative BookkeepingResource HubComparevs Dextvs DocytSecurity & TrustSecurity OverviewData HandlingTrust CenterService Level Agreement🔒 Secured with AES-256 Encryption | Audited by Intuit & Xero | GDPR CompliantBooke AI Inc. © 2026 All rights reserved --- Sign InAutomated Daily Bookkeeping for QuickBooks OnlineConnect once, and AI handles your daily bank feed - categorizing transactions and matching documents while you focus on what matters. Works for firms managing client books or business owners doing their own.Start Automating QuickBooksWhat'sNewNew features that we have added recentlyAI Chain-of-Thought for Transaction CategorizationWe’re introducing the first-in-market AI Chain-of-Thought approach for categorizing transactions with up to 98% accuracy. This cutting-edge methodology allows the AI to “think out loud”, ensuring more precise classification and fewer manual adjustments.Deeper Context Understanding: Our AI thoroughly reviews each transaction’s context before deciding on a category.Historical Data Referencing: It learns from your past transaction patterns to make more accurate predictions.Performance Insights & Monthly ReportingOur enhanced reporting tools now reveal how many transactions were processed by the AI Bookkeeper vs. an accountant, giving you clear visibility into:AI Efficiency: See the exact number of transactions handled by the AI each month.Cost & Time Savings: Track how much manual labor you’re saving.Accuracy Rate: Leverage the power of AI Chain-of-Thought to maintain up to 98% coverage for your bank feed.Fully Transparent, Detailed LogsSay goodbye to mystery categorizations. For every transaction, you’ll now see:Reasoning Behind the AI’s Suggestion: Understand exactly why a category was chosen.Influential Historical Transactions: Easily trace back which past entries guided the AI’s decision.Class/Project/Customer Matching: See how the system aligns each transaction with the right class, project, or customer tag.This transparency empowers you to trust—and verify—the AI’s bookkeeping decisions.Easy “Skip by Stop Keywords” FeatureNeed to exclude certain transactions from automated categorization? Our new Stop Keywords feature allows you to do just that, with a simple configuration in your Business Settings.Flexible Control: Fine-tune which transactions you’d prefer to handle manually.More Efficient Workflow: Avoid having to revert AI categorizations when they’re not needed.New Browser Extension for QBOWe’ve added a browser extension that overlays your QuickBooks Online Bank Feed to show:Real-Time Processing Status: Know exactly which transactions are under review by the AI Bookkeeper.Reduced Double Work: Prevent overlapping efforts between your AI assistant and human accountants.Key BenefitsIntelligent LearningHuman-Like InteractionBank Feed AutomationMatching & ReconciliationCollaborative IntelligenceContinuous ImprovementIntelligent Learning from Historical DataAnalyzes up to 2 years of your business's financial history in QuickBooks OnlineUnderstands your unique categorization, chart of accounts, classes, and tax applicationsApplies learned patterns to new, similar transactions for accurate categorizationHuman-Like QuickBooks Interaction and Decision MakingOperates directly within QBO, mimicking expert bookkeeper actionsIntelligently categorizes new vendors based on historical patternsNavigates complex tasks just like a skilled human userAccesses and processes data beyond typical API limitationsAutomates tasks that usually need manual handlingFull Automation of Bank Feed TransactionsNo pre-categorization requiredInstant processing as transactions appearEliminates "uncategorized" workaroundsAdvanced Matching and ReconciliationAutomatically pairs payments with corresponding bills and invoicesEliminates the need to undo categorizations for payment matchingHandles complex split transactions and multi-invoice payments effortlesslyCollaborative IntelligenceAsks for human input when confidence level is below 90%Provides suggestions for unclear transactions, enhancing accuracyContinuously learns from manual approvals and direct GL changesContinuous Learning and ImprovementRetrains its model daily based on human interactions and changesConstantly refines its understanding of your business's financial patternsIncreases automation accuracy over time, reducing the need for human interventionHow It's DifferentUnlike other solutions that rely on manual steps or are restricted by APIs, our RPA-driven AI Bookkeeper operates directly within your QuickBooks Online interface. It sees what you see and does what you do—only faster, continuously, and with increasing accuracy over time.See AI Bookkeeper in ActionCurious how automated bank feed categorization and reconciliation works in QuickBooks Online? Watch as our RPA-driven AI Bookkeeper processes transactions with precision, ensuring accuracy and efficiency—without manual effort. Discover how it adapts to your bookkeeping needs, improves over time, and keeps your books organized with minimal oversight.Book a DemoBooke AI, Inc.919 North Market St. Wilmington, DE 19801, USAGet in touch with usMake the first step to no stress accounting with Booke AISubmitWe love doing the boring part of bookkeeping, so you don't have to.Curious how it works?Request a DemoAlready have an account?Sign InBooke AITerms and ConditionsPrivacy PolicyCookie PolicyBecome a PartnerTestimonialsResourcesInvoice & Receipt OCR AIAI BookkeepingBookeeping AutomationCollaborative BookkeepingResource HubComparevs Dextvs DocytSecurity & TrustSecurity OverviewData HandlingTrust CenterService Level Agreement🔒 Secured with AES-256 Encryption | Audited by Intuit & Xero | GDPR CompliantBooke AI Inc. © 2026 All rights reserved --- Sign InAutomated Daily Bookkeeping for XeroConnect once, and AI handles your daily bank reconciliation - categorizing transactions and matching documents while you focus on what matters. Works for firms managing client books or business owners doing their own.Start Automating XeroWhat'sNewNew features that we have added recentlyAI Chain-of-Thought for Transaction CategorizationWe’re introducing the first-in-market AI Chain-of-Thought approach for categorizing transactions with up to 98% accuracy. This cutting-edge methodology allows the AI to “think out loud”, ensuring more precise classification and fewer manual adjustments.Deeper Context Understanding: Our AI thoroughly reviews each transaction’s context before deciding on a category.Historical Data Referencing: It learns from your past transaction patterns to make more accurate predictions.Performance Insights & Monthly ReportingOur enhanced reporting tools now reveal how many transactions were processed by the AI Bookkeeper vs. an accountant, giving you clear visibility into:AI Efficiency: See the exact number of transactions handled by the AI each month.Cost & Time Savings: Track how much manual labor you’re saving.Accuracy Rate: Leverage the power of AI Chain-of-Thought to maintain up to 98% coverage for your bank feed.Fully Transparent, Detailed LogsSay goodbye to mystery categorizations. For every transaction, you’ll now see:Reasoning Behind the AI’s Suggestion: Understand exactly why a category was chosen.Influential Historical Transactions: Easily trace back which past entries guided the AI’s decision.Class/Project/Customer Matching: See how the system aligns each transaction with the right class, project, or customer tag.This transparency empowers you to trust—and verify—the AI’s bookkeeping decisions.Easy “Skip by Stop Keywords” FeatureNeed to exclude certain transactions from automated categorization? Our new Stop Keywords feature allows you to do just that, with a simple configuration in your Business Settings.Flexible Control: Fine-tune which transactions you’d prefer to handle manually.More Efficient Workflow: Avoid having to revert AI categorizations when they’re not needed.Key BenefitsIntelligent LearningHuman-Like InteractionBank Feed AutomationMatching & ReconciliationCollaborative IntelligenceContinuous ImprovementIntelligent Learning from Historical DataAnalyzes up to 2 years of your business's financial history in XeroUnderstands your unique categorization patterns and accounting preferencesApplies learned patterns to new transactions for accurate reconciliationAutomated Bank ReconciliationReconciles bank feed transactions automaticallyMatches payments with bills, invoices, and receipts without manual interventionHandles complex split transactions and multi-invoice payments effortlesslyHuman-Like Xero Interaction and Decision MakingOperates directly within Xero Interface, mimicking expert bookkeeper actionsNavigates complex tasks just like a skilled human userAutomates tasks that usually need manual handling in XeroCollaborative IntelligenceRequests human input for transactions with less than 90% confidenceProvides suggestions for unclear entries, enhancing accuracyContinuously learns from manual approvals and direct changes in XeroFlexible Automation ScheduleWorks on your preferred schedule: daily, weekly, or monthlyPerforms tasks in the early morning, ensuring up-to-date books when you start your dayContinuous ImprovementRetrains its model daily based on human interactions and changesConstantly refines its understanding of your business's financial patternsIncreases automation accuracy over time, reducing the need for human interventionHow It's DifferentUnlike traditional Xero integrations that rely on limited API access, our RPA-driven AI Bookkeeper works directly within your Xero interface. It performs reconciliation tasks just as a human would, but faster and 24/7. This means we can automate processes that other solutions simply can't touch. Our AI learns from your historical data and bookkeeping patterns, continually improving its accuracy and reducing the need for manual intervention.See AI Bookkeeper in ActionCurious how automated bank feed reconciliation works in Xero? Watch as our RPA-driven AI Bookkeeper processes transactions with precision, ensuring accuracy and efficiency—without manual effort. Discover how it adapts to your bookkeeping needs, improves over time, and keeps your books organized with minimal oversight.Book a DemoBooke AI, Inc.919 North Market St. Wilmington, DE 19801, USAGet in touch with usMake the first step to no stress accounting with Booke AISubmitWe love doing the boring part of bookkeeping, so you don't have to.Curious how it works?Request a DemoAlready have an account?Sign InBooke AITerms and ConditionsPrivacy PolicyCookie PolicyBecome a PartnerTestimonialsResourcesInvoice & Receipt OCR AIAI BookkeepingBookeeping AutomationCollaborative BookkeepingResource HubComparevs Dextvs DocytSecurity & TrustSecurity OverviewData HandlingTrust CenterService Level Agreement🔒 Secured with AES-256 Encryption | Audited by Intuit & Xero | GDPR CompliantBooke AI Inc. © 2026 All rights reserved