Description
️ 🖼Tool Name:
Booke AI
🔖 Categories:
- Finance, Forecasting, and Dashboards
- Business and Operations Management
- Automation and Smart Agents
- RPA and Repetitive Task Automation
- Invoices, Contracts, and Proposals
- Integrations and APIs
️ ✏What does this tool offer?
Booke AI is an AI-powered bookkeeper designed to automate daily bookkeeping tasks, and it works directly with QuickBooks Onlineand Xero.
After connecting your account, the system reviews bank statements, categorizes transactions, matches invoices and receipts, and processes accounting reconciliations and adjustments, while flagging exceptions and alerting the accounting team to review them.
Its capabilities include OCR technology to extract data from invoices and receipts, requesting missing documents, setting custom thresholds and rules, and reviewing exceptions with an audit trail.
Booke AI aims to reduce repetitive daily bookkeeping tasks while keeping important decisions and exceptions under the accounting team’s review.
⭐ What does it actually offer based on user experience?
- Classifies bank transactions on a daily basis.
- Matching invoices and receipts with transactions.
- Requesting missing documents.
- Processing accounting reconciliations and adjustments.
- Identifying exceptions and alerting the accounting team to review them.
- Extracting data from invoices and receipts using OCR.
- Apply custom thresholds and rules.
- Provide an audit trail for reviewing exceptions.
🤖 Does it include automation?
Yes. Booke AI uses artificial intelligence to automate day-to-day bookkeeping tasks, including classifying bank transactions, matching documents, processing reconciliations and adjustments, and detecting exceptions.
The accounting team remains responsible for reviewing exceptions and making important decisions.
💰 Pricing model:
A paid subscription billed per business.
The Business plan is available for $129 per month per business,while pricing for the Accounting Firms plan is customized on a per-request basis.
🆓 Free Plan Details:
| Plan | Price | Details |
|---|---|---|
| No free plan announced | — | No free plan was mentioned in the information provided. |
💳 Paid plan details:
| Plan | Price | Features and Differences |
| AI Bookkeeper – Business | $129/month per business | Works with QuickBooks Online and Xero, and includes daily bank transaction categorization, smart document matching, requests for missing documents, custom limits and rules, exception review with an audit trail, OCR technology to extract data from invoices and receipts, and email and chat support. |
| AI Bookkeeper – Accounting Firms | Custom | All the benefits of the Business plan, plus multi-client management, a customized client experience, white-labeling, custom pricing for your firm, and priority onboarding. |
When a new business is added during a billing period, a pro-rata fee is charged for the remaining period, and the business is then included in the total subscription cost at the next renewal.
🧭 How to access the tool:
| How to Access | Details |
| Web | Available via the Booke AI platform. |
| QuickBooks Online | Works directly with QuickBooks Online. |
| Xero | Integrates directly with Xero. |
| OCR | Built-in to extract data from invoices and receipts. |
🔗 Trial link or official website:
Booke AI’s official website