Booke AI

About Booke AI

Booke AI is an AI bookkeeper that works inside QuickBooks Online and Xero rather than asking a firm to move its ledger. It runs daily against the bank feed, categorises transactions, matches supporting documents, requests the ones that are missing and prepares reconciliation, leaving a human to review exceptions instead of touching every line. The vendor claims 80% faster categorisation. Around that core sit an accounts payable workflow for bulk document import and management, OCR for bills, invoices and receipts, a client query tool that asks a customer about an ambiguous transaction in one click, month-end close inconsistency detection that surfaces discrepancies before they compound, and a ChatGPT-for-inbox feature that converts client emails into tasks. Reporting is interactive and shareable in one click, and a performance dashboard tracks progress across every client from one screen — the view a multi-client firm actually needs. Integrations run two-way with Xero, QuickBooks and Zoho Books. Custom thresholds and rules govern when the AI acts on its own and when it escalates, and every action lands in an audit trail. Security is stated as AES-256 encryption with role-based access and GDPR compliance. The product carries a 4.6 out of 5 rating from 117 ratings on the QuickBooks marketplace.

Key Features

Tags

More Business & Finance tools