.svg)
Booke AI automates bookkeeping workflows for accounting firms and businesses using AI-driven robotic process automation and generative AI. The platform reduces manual data entry by 80% through automated transaction categorization, learning from each interaction to improve accuracy over time. The system continuously monitors financial records to detect inconsistencies and errors before they become problems.
The platform extracts data from invoices, bills, and receipts in real time using OCR AI technology, supporting any language or currency. Users can customize field extraction with drag-and-drop functionality while the system learns from transaction history to improve coding accuracy. All changes are tracked and logged in a comprehensive activities journal to maintain full transparency and control.
Booke AI provides a client communication portal that eliminates back-and-forth emails and phone calls by enabling accountants and business owners to share documents, ask questions, and get quick answers in one centralized location. The platform includes mobile apps for iOS and Android to facilitate collaboration from anywhere. Browser extensions for QuickBooks Online and Xero enable bulk reconciliation and client query functionality directly within accounting platforms.
The platform integrates seamlessly with QuickBooks Online, Xero, and Zoho Books through two-way synchronization. Each client receives an isolated AI Brain trained exclusively on their data, with no cross-client sharing. Security features include AES-256 bank-level encryption, annual audits by Intuit and Xero, GDPR compliance, and 30-day data deletion policies.
- Automate daily categorization and reconciliation of bank feed transactions in QuickBooks Online and Xero
- Extract and process data from invoices, bills, and receipts in multiple languages and currencies
- Detect and resolve bookkeeping errors and inconsistencies before month-end close
- Streamline client communication through a centralized portal for document sharing and queries
- Perform bulk reconciliation of transactions directly within QuickBooks and Xero using browser extensions
- Import documents in bulk from Dropbox and Google Drive for accounts payable workflows
- Generate and share interactive financial reports with clients in one click
- Manage multiple client accounts and track progress through a performance dashboard
- Create and assign bookkeeping tasks to reduce internal and external communication
- Automate repetitive client communications and transaction categorization for accounting firms
- Train AI on historical transaction patterns to improve accuracy of automated categorization
- Maintain comprehensive activity logging to ensure nothing is lost or forgotten
