Booke AI automates bank feed categorization, receipt matching, and exception reviews directly inside accounting ledgers like QuickBooks Online and Xero.
What it is
Booke AI is an accounting automation assistant designed to connect directly with ledgers like QuickBooks Online and Xero. Rather than serving as a separate ledger or dashboard, Booke AI operates within your existing workflow to handle routine bank feed categorization, invoice matching, and anomaly detection.
Key features
- Automatically categorizes daily bank feed transactions and learns your historical patterns.
- Matches transactions to existing invoices, bills, and receipts using built-in OCR.
- Flags low-confidence exceptions and brings them to your team for review.
- Sends automated requests to clients for missing receipts and transaction details.
- Generates interactive financial reports and manages multi-client performance dashboards.
Who it's for
Booke AI is built for accounting firms, CPAs, and individual businesses seeking to reduce manual data entry and speed up monthly bookkeeping closes in QuickBooks Online and Xero.
Pricing
The business plan is priced at 129 USD per month per business. Custom pricing and white-label options are available by request for accounting firms.
Use cases
- Categorize bank feed transactions
- Match receipts to invoices
- Request missing documents from clients
- Detect discrepancies in financial books
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