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Booke AI

Categorizes bank transactions and prepares reconciliation for accountants

FinancePaidVerified Oct 19, 2026No reviews yet· write a review5 views

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About this agent

Booke AI is an AI bookkeeper that works inside QuickBooks Online and Xero (the site also mentions Zoho Books). It handles the routine part of the job: reviewing bank feed transactions every day, categorizing them, matching them to bills, invoices and receipts, and preparing them for reconciliation.

It is built for small businesses that want their books kept current, and for bookkeeping and accounting firms that manage many clients. Each client gets its own separate AI Brain, and the site states that data is not shared across clients.

How it works

  1. Invite Booke AI to QuickBooks Online, or connect Xero.

  2. Each day, Booke reviews new bank feed transactions and categorizes them using transaction context and up to two years of history.

  3. It matches payments to bills, invoices and receipts, including split transactions and multi-invoice payments, and reads documents with OCR.

  4. When a document is missing, it can request it. Low-confidence items go to your team for review, and the approvals and corrections feed back into future automation.

Pricing

The AI Bookkeeper for a business is $129 per business per month. The version for accounting firms adds multi-client management, a white-label client experience and priority onboarding, and its price is given on request. The pricing page lists no free plan and no free trial.

Pros and cons

Pros

  • Shows the reasoning behind each suggestion and the past transactions that influenced it.

  • Custom thresholds and rules, plus an audit trail on exceptions.

  • Separate AI Brain per client, with no cross-client data sharing.

  • Monthly reports comparing AI-handled work with team work.

Cons

  • No free plan or free trial is listed, and firm pricing is by request.

  • It is aimed at keeping books in QuickBooks Online or Xero, so it does not fit other accounting software.

  • The $129 price is per business, so costs add up for a firm with many clients until you get a custom quote.

What it does

  • Daily bank feed categorizationReviews and categorizes new bank feed transactions every day, using up to two years of history.
  • Document matching and OCRMatches payments to bills, invoices and receipts, including splits, and reads documents with OCR.
  • Missing document requestsAsks for the receipt or invoice when a transaction has no document.
  • Rules and exception reviewCustom thresholds and rules send low-confidence items to review, with an audit trail.
  • Per-client AI BrainKeeps each client separate with no cross-client data sharing; firms also get white-label and multi-client tools.
  • Explainable suggestionsShows the reasoning and past transactions behind each suggestion, with monthly reports on AI versus team work.

Who it's for

Small businesses that want daily bookkeeping handled inside QuickBooks Online or Xero, and accounting and bookkeeping firms that manage many clients and want to cut repetitive coding and matching.

  • Small team
  • Mid-size company
  • Agency

How people use it

  1. Categorize a client’s daily bank feed automatically
  2. Match supplier payments to open bills
  3. Prepare transactions for month-end reconciliation
  4. Review only the low-confidence items instead of every line

Pricing

  • AI Bookkeeper (Business)

    $129/mo

    Per business

    Daily bookkeeping automation for one business in QuickBooks Online or Xero.

    • Daily bank feed categorization
    • Smart document matching and OCR
    • Missing document requests
    • Custom thresholds and rules
    • Exception review with audit trail
    • Email and chat support

  • AI Bookkeeper (Accounting Firms)

    Custom pricing

    Pricing by request

    For firms that manage many clients.

    • Everything in the Business plan
    • Multi-client management
    • White-label client experience
    • Custom firm pricing
    • Priority onboarding

FAQs

The pricing page lists QuickBooks Online and Xero, and the site also mentions Zoho Books as a connection. You invite Booke AI to QuickBooks Online or connect Xero, and it works on the bank feeds from there.

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