Booke.ai

What does Booke.ai do?

Booke.ai runs as an AI bookkeeper inside QuickBooks Online and Xero, opening the bank feed each morning, categorizing new transactions, matching them to invoices and bills, and reconciling exceptions before the workday begins. Its OCR AI extracts data from bills, invoices, and receipts, while the intelligent AI assistant and client query tool help resolve missing context without endless back-and-forth. The browser extension adds one-click actions directly in the books, so teams stay in their existing workflow instead of moving to another dashboard. At scale, Booke.ai says it serves 10,000+ businesses and hundreds of accounting firms, with users reporting 80% faster transaction categorization and up to 50% shorter month-end closing time. It supports QuickBooks Online, Xero, and Zoho Books through two-way integrations, and its security page says each client gets an isolated AI Brain trained only on its own data, with annual security audits by Intuit and Xero. Customers and users cited on the site include No Stress Accounting, Kustov & Associates, and Microsoft for Startups.

Why use Booke.ai?

• It works inside QuickBooks and Xero, so teams avoid learning a separate bookkeeping dashboard.
• The system uses existing bank feeds and no extra connections, reducing setup friction.
• Its daily automation handles categorization, matching, and reconciliation before the workday starts.
• Exception review and audit trails keep humans in control when transactions need attention.
• The isolated AI Brain model trains on each client's own data, which supports tighter data separation.

Who is Booke.ai for?

• Accounting firms that need multi-client bookkeeping automation without changing their core workflow.
• Bookkeepers who want transaction categorization and document matching handled inside QuickBooks or Xero.
• CPAs who need exception review, audit trails, and tighter control over reconciliations.
• Financial consultants who want faster month-end close and fewer client follow-ups.

What are Booke.ai's key features?

What does Booke.ai integrate with?

• QuickBooks Online
• Xero
• Zoho Books
• Calendly
• QuickBooks
• Intuit

What are Booke.ai's use cases?

How does Booke.ai work?

1. Invite Booke into QuickBooks Online or Xero, then let it work directly inside your books using Two-way Integrations and Uses existing bank feeds to start categorizing transactions.
2. Connect your first client or company once, then let OCR AI and Auto-Categorization extract document data and match bills, invoices, and receipts automatically.
3. Review exceptions in the Audit trail + exception review view, approve edge cases, and keep control over thresholds, rules, and reconciliation decisions.
4. Use Client Query Tool and ChatGPT for Email Inbox to request missing documents or clarifications, reducing follow-ups while Booke.ai keeps learning your patterns.
5. Monitor progress in the Performance Dashboard and Audit Insights, then refine workflows as AI Learns Your Patterns and handles more of the routine bookkeeping.

How much does Booke.ai cost?

Frequently asked questions