What It Does

Booke AI is an autonomous AI bookkeeper that works directly inside QuickBooks Online and Xero as an invited user. Every morning, it logs in, processes your bank feed, categorizes transactions, matches them to invoices and bills, requests missing documents, and reconciles accounts—completing 80% of manual bank feed work before your workday begins.

Who It's For & The Problem It Solves

Designed for accounting firms and businesses tired of spending hours on repetitive bookkeeping tasks, Booke AI eliminates the tedious manual work of bank reconciliation. Unlike API-based AI tools that only suggest categories, Booke AI actually performs the work—just like a human team member would—without requiring new dashboards, additional bank connections, or workflow changes.

Key Features & Capabilities

• Native Integration: Works inside QuickBooks Online and Xero using existing bank feeds—no Plaid or extra connections needed
• Smart Document Matching: Automatically matches transactions to invoices, bills, and receipts based on learned patterns and vendor history
• Auto-Categorization: 80% faster transaction categorization with AI-driven expert reconciliation assistance
• Customizable Rules: Set your own thresholds (e.g., "all transactions over $50 need receipts") and the AI follows your preferences
• Client Query Tool: Ask clients about transactions with one click
• Chrome Extension: Reconcile categorized transactions in bulk directly in Xero or mark unknown QuickBooks transactions as uncategorized
• Month-End Close: Detect and fix inconsistencies and discrepancies automatically
• Interactive Reports: Generate and share beautiful reports with one click
• Complete Audit Trail: Comprehensive activity logging and exception review keeps you in control

Typical Workflows

Invite Booke AI as a user in your QuickBooks or Xero account. Each morning, it processes new bank feed transactions, categorizes them based on historical patterns, searches for or requests supporting documents, matches to existing invoices/bills, and reconciles accounts. You review exceptions and maintain final oversight while the AI handles routine work.

Security & Trust

Booke AI uses bank-level AES-256 encryption, undergoes annual security audits by Intuit and Xero, and is GDPR compliant. Each client gets a fully isolated AI instance trained only on their own data—no cross-client sharing ever occurs.

What Differentiates It

Unlike tools that work outside your accounting software and only provide suggestions, Booke AI functions as a non-human team member working directly inside your books. There's no new platform to learn, no migration required, and your existing workflow stays exactly the same. Trusted by 10,000+ businesses and hundreds of accounting firms across the US, UK, Canada, and Australia.