What'sNew
New features that we have added recently
We’re introducing the first-in-market AI Chain-of-Thought approach for categorizing transactions with up to 98% accuracy. This cutting-edge methodology allows the AI to “think out loud”, ensuring more precise classification and fewer manual adjustments.
- Deeper Context Understanding: Our AI thoroughly reviews each transaction’s context before deciding on a category.
- Historical Data Referencing: It learns from your past transaction patterns to make more accurate predictions.
Our enhanced reporting tools now reveal how many transactions were processed by the AI Bookkeeper vs. an accountant, giving you clear visibility into:
- AI Efficiency: See the exact number of transactions handled by the AI each month.
- Cost & Time Savings: Track how much manual labor you’re saving.
- Accuracy Rate: Leverage the power of AI Chain-of-Thought to maintain up to 98% coverage for your bank feed.
Say goodbye to mystery categorizations. For every transaction, you’ll now see:
- Reasoning Behind the AI’s Suggestion: Understand exactly why a category was chosen.
- Influential Historical Transactions: Easily trace back which past entries guided the AI’s decision.
- Class/Project/Customer Matching: See how the system aligns each transaction with the right class, project, or customer tag.
This transparency empowers you to trust—and verify—the AI’s bookkeeping decisions.
Need to exclude certain transactions from automated categorization? Our new Stop Keywords feature allows you to do just that, with a simple configuration in your Business Settings.
- Flexible Control: Fine-tune which transactions you’d prefer to handle manually.
- More Efficient Workflow: Avoid having to revert AI categorizations when they’re not needed.
We’ve added a browser extension that overlays your QuickBooks Online Bank Feed to show:
- Real-Time Processing Status: Know exactly which transactions are under review by the AI Bookkeeper.
- Reduced Double Work: Prevent overlapping efforts between your AI assistant and human accountants.
Key Benefits
- Analyzes up to 2 years of your business's financial history in QuickBooks Online
- Understands your unique categorization, chart of accounts, classes, and tax applications
- Applies learned patterns to new, similar transactions for accurate categorization
- Operates directly within QBO, mimicking expert bookkeeper actions
- Intelligently categorizes new vendors based on historical patterns
- Navigates complex tasks just like a skilled human user
- Accesses and processes data beyond typical API limitations
- Automates tasks that usually need manual handling
- No pre-categorization required
- Instant processing as transactions appear
- Eliminates "uncategorized" workarounds
- Automatically pairs payments with corresponding bills and invoices
- Eliminates the need to undo categorizations for payment matching
- Handles complex split transactions and multi-invoice payments effortlessly
- Asks for human input when confidence level is below 90%
- Provides suggestions for unclear transactions, enhancing accuracy
- Continuously learns from manual approvals and direct GL changes
- Retrains its model daily based on human interactions and changes
- Constantly refines its understanding of your business's financial patterns
- Increases automation accuracy over time, reducing the need for human intervention
How It's Different
Unlike other solutions that rely on manual steps or are restricted by APIs, our RPA-driven AI Bookkeeper operates directly within your QuickBooks Online interface. It sees what you see and does what you do—only faster, continuously, and with increasing accuracy over time.
See AI Bookkeeper in Action
