AI bookkeeping software for QuickBooks Online and Xero

Automate recurring bookkeeping work inside the accounting system your team already uses. Booke AI categorizes bank feed transactions, matches receipts and invoices, prepares reconciliation, and brings exceptions to your team.

Choose the AI bookkeeping workflow you need

See how AI Bookkeeper works across both platforms, then explore the QuickBooks Online or Xero workflow that fits your business.

What AI bookkeeping should actually do

AI Bookkeeper takes on repeatable bookkeeping work while accountants and business owners stay in control of every review and final decision.

Learns bookkeeping patterns

Analyzes historical QuickBooks Online or Xero activity, chart of accounts, vendors, classes, taxes, and prior corrections before applying new categorizations.

Reviews bank feed work

Works through recurring bank feed transactions, categorizes clear items, and brings uncertain entries to your team for review instead of leaving everything in an uncategorized queue.

Matches documents

Finds invoices, bills, and receipts that support a transaction, then connects document matching with the same workflow used for categorization and reconciliation.

Prepares reconciliation

Keeps transactions categorized and matched during the month, so reconciliation starts with reviewed work instead of a pile of open questions.

Requests missing context

Turns unclear transactions into client questions with the transaction context attached, reducing scattered emails and month-end back-and-forth.

Improves with review

Each client gets an isolated AI Brain that learns from approvals and direct changes without sharing patterns across clients.

AI bookkeeping for firms and business owners

Booke AI is built for teams that already close books in QuickBooks Online or Xero and want AI to handle the routine work before they review the exceptions.

For accounting firms

Run the same AI bookkeeping process across client files while keeping review control, permissions, and client data isolated.

  • Reduce repetitive bank feed work across QuickBooks Online and Xero clients
  • Review exceptions instead of opening every transaction
  • Keep client questions and activity history connected to every review

For business owners

Keep QuickBooks Online or Xero as the accounting system while Booke AI handles the routine work that delays clean books.

  • Spend less time on categorization and missing receipts
  • Keep documentation connected to the right transaction
  • Get books ready for review without learning another accounting platform

What AI Bookkeeper automates across QuickBooks Online and Xero

Intelligent learning from historical bookkeeping
  • Starts with a standard review period of up to two years, depending on the platform
  • QuickBooks Online history can be extended with an optional paid add-on
  • Learns vendor patterns, chart of accounts, classes, taxes, and previous corrections
  • Applies learned patterns to new transactions before your team reviews exceptions
Human-like workflow inside QuickBooks Online and Xero
  • Works in the accounting file your team already uses
  • Follows bookkeeper workflows instead of sending work to another dashboard
  • Uses existing bank feeds, permissions, and review routines
Bank feed automation for recurring transaction work
  • Reviews incoming bank feed transactions during the daily run
  • Categorizes clear items automatically based on learned business context
  • Flags low-confidence transactions before they create cleanup work
Document matching and reconciliation preparation
  • Matches payments with related invoices, bills, and receipts
  • Handles document-backed review before reconciliation instead of after close
  • Prepares clean work for your team when judgment is needed
Client questions and exception review in one place
  • Brings low-confidence transactions to your team for review
  • Turns unclear transactions into client questions with the transaction context attached
  • Keeps approvals, questions, and changes connected to the bookkeeping workflow
Continuous improvement with isolated client learning
  • Learns from approvals, corrections, and direct changes in the books
  • Improves automation accuracy over time for each client file
  • Keeps each client protected with an isolated AI Brain and no cross-client data sharing

AI Bookkeeper vs basic AI bookkeeping tools

Many tools stop at extraction, rules, or recommendations. Booke AI works inside the accounting file, completes recurring work, and brings judgment calls to your team.

Difference
Booke AI
Basic AI tools
Where it works
Inside QuickBooks Online and Xero
Outside the books in a separate dashboard
What it does
Categorizes, matches documents, prepares reconciliation, and brings exceptions to your team
Suggests categories or extracts documents for someone else to finish
Bank connection
Uses the bank feeds already connected to QuickBooks Online or Xero
Often requires another bank link or sync layer
Client data
Isolated AI Brain per client with no cross-client data sharing
Shared rules, generic models, or manual rule maintenance

AI bookkeeping FAQs

What is AI bookkeeping?

AI bookkeeping uses artificial intelligence to automate repetitive work such as transaction categorization, document matching, client follow-up, error detection, and reconciliation preparation, so your team can focus on review and advisory work.

Is Booke AI an AI bookkeeper or just an AI assistant?

Booke AI works like an AI bookkeeper inside QuickBooks Online and Xero. It completes recurring work, learns from your history, and brings exceptions to your team for quick review.

How does Booke AI fit into my existing accounting workflow?

Keep QuickBooks Online or Xero, your bank feeds, chart of accounts, and review process. Booke AI works inside the setup your team already knows.

What bookkeeping work does AI Bookkeeper automate?

AI Bookkeeper categorizes transactions, matches invoices, bills, and receipts, requests missing documents, supports reconciliation workflows, and surfaces exceptions for quick review.

How does AI Bookkeeper save time?

AI Bookkeeper can automate up to 80% of manual bank feed work, reducing repetitive transaction review and document follow-up for your team.

Can accounting firms use AI bookkeeping across many clients?

Yes. Each client gets an isolated AI Brain with its own learning and review context, helping firms scale bookkeeping work while keeping every client separate.

Which accounting platforms support AI Bookkeeper?

AI Bookkeeper is built for QuickBooks Online and Xero. Zoho Books is available through the Bookkeeping Platform for synchronized bookkeeping workflows.

How does AI Bookkeeper access bank transactions?

AI Bookkeeper uses the bank feeds already connected to QuickBooks Online or Xero, so no separate bank connection is required.

How much transaction history can AI Bookkeeper review?

The standard review period covers up to two years of transaction history, depending on the platform. Additional QuickBooks Online history is available as an optional paid add-on.

How quickly can I get started?

Connect QuickBooks Online or Xero, choose the business you want to automate, and follow the guided setup. AI Bookkeeper then starts learning from your existing bookkeeping history.

How does AI Bookkeeper work with invoices, bills, and receipts?

AI Bookkeeper matches documents to transactions, requests missing documents, and keeps the supporting history available for review.

How does my team stay in control?

Your team stays focused on exceptions and final review while AI Bookkeeper handles recurring transaction, document, and reconciliation workflows.

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