Bookeeping

About Tool

Chat-based assistant “Paula” answers financial questions (“How much did I earn this month?”), processes invoices, sends reminders, and even provides tax guidance
Option to switch between ChatGPT and Claude AI models for optimal accuracy and privacy

Automatically syncs bank accounts, Stripe, CSVs, and QuickBooks imports via Plaid or manual uploads
Real-time transaction categorization with duplicate detection, audit trails, and both single-entry and double-entry ledger views

AI-powered OCR extracts receipts from email or camera (iOS/Android), then matches them to existing transactions.
AI tools generate documents, spreadsheets, and tax forms directly from prompts—manage docs and e-signatures in one place

On‑demand P&L and balance sheet reports (exportable as PDF/Excel), with text-prompted custom reports

The real-time AI Audit Score flags errors, missing receipts, suspicious entries and offers compliance insights.

Create one-off or recurring invoices using simple chat commands, with auto-reminders and payment processing via Stripe (Visa, Mastercard, Apple Pay)

SOC 2–compliant, bank-grade encryption, hourly backups, and secure data storage in selected regions

Full audit logs with activity tracking and guided migration from QuickBooks—including import of past years’ data.

Multi-user support with varying permission levels; invite accountants or tax professionals
Connects with Plaid, Stripe, CSV uploads, QuickBooks Online, and over 12,000 banks

Starter: $29/mo with 2–3 bank connections, 2 team members, basic AI support
Pro: $49/mo adding 4 accounts, 5 users, Claude AI, and human support.
Scale: $79/mo with 6 bank links, 10 users, unlimited AI models, priority support, and up to 5 years of historical data.

✅ Why Choose Bookeeping.ai
Automates up to 95% of bookkeeping tasks, saving users 50–75 hours per month
Chat-driven workflows simplify finance tasks for non-accountants.
Competitive and affordable—deemed a top AI bookkeeping tool for small businesses