AI Bookkeeper
Calibrated, explainable bookkeeping automation powered by machine learning
Why AI Bookkeeper?
Everything you need to automate your bookkeeping with confidence
AI-Powered
Machine learning categorizes transactions with calibrated confidence scores
Explainable
Every decision includes reasoning - know why the AI chose each category
Automated
Automatic posting with safety thresholds and human-in-the-loop review
Real-Time Insights
Live metrics, automation rates, and financial reports at your fingertips
Audit Ready
Complete decision audit log, SOC 2 compliance, and evidence automation
Integrations
QuickBooks, Xero, and more - export to your favorite accounting software
How It Works
Upload Bank Statements
Upload CSV, OFX, or PDF files from your bank or credit card
4-Tier AI Categorization
Rules engine → Vector search → LLM reasoning → Human review (with confidence scores & explanations)
Review & Approve
See every AI decision with reasoning. Low-confidence items (<60%) automatically flagged for review
Export to QuickBooks or Xero
One-click OAuth2 export with idempotent posting (demo mode available for testing)
PERFECT FOR
Ready to automate your bookkeeping?
Transform your bookkeeping workflow with AI-powered categorization and intelligent automation
Built for Real Accounting Workflows
Enterprise-grade features for professional accounting teams
Multi-Tenant Architecture
Manage multiple companies/entities from a single account with role-based access control (owner, staff)
Audit Trail & Compliance
Complete audit logging, PII redaction, request tracing, and soc 2-aligned controls
Idempotent Operations
Safe re-processing with duplicate detection, webhook idempotency, and 24-hour deduplication windows