Booke.ai
AI bookkeeping automation for accounting firms
An AI bookkeeping assistant that runs inside QuickBooks Online and Xero, categorizing transactions and preparing reconciliations for accounting firms to review rather than build from scratch.
Booke.ai automates the repetitive parts of bookkeeping — categorizing bank feed transactions, matching receipts to charges, chasing missing documents, and prepping monthly reconciliations — inside QuickBooks Online or Xero rather than as a separate system. A bookkeeper still reviews the output and handles anything that needs judgment; the pitch is cutting the volume of manual, low-judgment work down to what actually needs a person.
It’s built specifically for accounting firms managing multiple client files, with per-client isolation so one client’s transaction history doesn’t bleed into another’s model. That multi-client design, plus a published, per-client pricing structure rather than a sales-gated quote, makes it easier to evaluate cost against a firm’s actual client count than most enterprise finance-AI tools in this space.
The tradeoff is that automation quality tracks the quality of what it’s learning from — a client with a messy, inconsistent transaction history won’t get clean categorization overnight, and someone still needs to review exceptions rather than treat the output as final. There’s also no free tier, so the cost is real from day one and scales directly with how many client businesses a firm runs through it.
Features
Automated transaction categorization
Learns from a client's historical bookkeeping patterns to categorize new bank feed transactions without a bookkeeper starting from zero.
Document matching
Matches incoming receipts and invoices against bank feed transactions and flags the ones still missing supporting documents.
Reconciliation prep
Prepares monthly reconciliations and routes exceptions that need judgment to a human for review rather than auto-approving everything.
QuickBooks and Xero sync
Works on top of the ledger a firm already keeps rather than asking it to move, with categorisations written back to the source system.
Receipt and invoice OCR
Reads the document rather than the filename, pulling amounts, dates and vendors off scans and photos into the transaction record.
Client query portal
Missing paperwork is chased through a client-facing page, so the back-and-forth is tracked instead of scattered across email threads.
Use cases
- Automating recurring bookkeeping tasks across many client files at an accounting firm
- Cutting the manual categorization workload on a bank feed each month
- Flagging missing receipts and invoices before month-end close
- Chasing clients for missing paperwork without writing the emails yourself
- Reviewing a whole client book from one dashboard instead of file by file
- Onboarding a new client's messy back catalogue without a manual clean-up project
Compare Booke.ai head to head
One side-by-side comparison, on pricing, platforms and where each one wins.
