Categorize transactions, reconcile accounts, and generate financial reports — keep your books clean without a full-time hire.
Free to start. No credit card required.
Your AI Bookkeeper is a digital employee that keeps your financial records accurate, organized, and up-to-date without requiring a dedicated accounting hire. It connects to your bank accounts and accounting software, categorizes every transaction according to your chart of accounts, reconciles bank statements, tracks accounts receivable and payable, and generates the financial reports your business needs — profit & loss, balance sheet, cash flow. For solopreneurs and small businesses spending hours on bookkeeping or paying expensive services for basic financial hygiene, the AI Bookkeeper delivers professional bookkeeping at a fraction of the cost.
Learns your categorization patterns and automatically assigns transactions to the correct accounts. Handles recurring vendors, split transactions, and new payees.
Matches bank statement entries to accounting records, identifies discrepancies, and flags unmatched transactions for review.
Generates P&L, balance sheet, cash flow, and custom reports on demand. Tax-ready data exported in formats your accountant needs.
Tracks receivables and payables. Alerts you to overdue invoices, upcoming bills, and cash flow forecasts so you never miss a payment.
Flags unusual transactions, duplicate charges, unexpected amounts, and potential errors. Catches issues before they compound.
Organizes transactions by tax-relevant categories. Tracks deductible expenses and prepares the data your accountant needs for filing.
Link your bank accounts, credit cards, and accounting software (QuickBooks, Xero, or FreshBooks).
Import or define your chart of accounts. The AI learns your categorization preferences from historical transactions.
Review the AI's initial categorization of recent transactions. Correct any mismatches and deploy for ongoing automated bookkeeping.
A freelance designer earning $120K/year uses the AI Bookkeeper to categorize 200+ monthly transactions, track project income, and prepare quarterly tax data.
Outcome
Bookkeeping time reduced from 8 hours to 30 minutes per month. Tax preparation time reduced by 60%.
A 10-person agency uses the AI Bookkeeper to manage finances across 3 bank accounts and 2 credit cards, generating monthly P&L for the founders.
Outcome
Financial visibility improved from quarterly to real-time. Bookkeeping service costs eliminated ($500/month savings).
An online store with 1,000+ monthly transactions uses the AI Bookkeeper to reconcile sales, refunds, shipping costs, and marketplace fees.
Outcome
Transaction reconciliation fully automated. Month-end close reduced from 3 days to 3 hours.
Connect to 500+ tools across your tech stack. Here are the integrations most relevant to this role.
Accounting
Banking
Invoicing
Spreadsheets
AI Invoice Processor
Read invoices, extract line items, match to purchase orders, and route for approval — processing in seconds what takes humans hours.
AI Expense Auditor
Review every expense report against company policy, flag anomalies, and route exceptions for human approval — catching what manual review misses.
AI Data Entry Agent
Extract, validate, and enter data across systems automatically. Eliminate manual data work and reduce errors to near zero.
AI Operations Manager
Monitor workflows, flag bottlenecks, generate status reports, and coordinate task handoffs across your digital workforce — all automated.
Free to start. No credit card required.