Booke AI

Booke AI automates bookkeeping with AI-powered transaction categorization, error detection, receipt OCR, and seamless integration with QuickBooks and Xero.

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Frequently asked questions

These are the questions we get asked the most about us.

What is It?

Booke  AI is an AI-powered bookkeeping automation platform designed to help accounting firms,  bookkeepers, and small businesses automate client  communication, categorize transactions, and generate ready-to-review books.  It reduces the manual workload by streamlining data  entry, bank reconciliation, and communication with clients, making bookkeeping faster, more accurate, and significantly  less time-consuming.

Key Features

AI Transaction Categorization:  Automatically categorizes banking and credit card transactions with high  accuracy.

AI Client Communication: Generates auto-reminders and AI-written messages to request  missing documents or data from clients.

1-Click  Book Review: Finalize books quickly with  suggestions and automated reviews.

Practice  Management Integration: Syncs with QuickBooks  Online, Xero, and popular tools.

Client Portal: Allows clients to upload receipts, invoices, and communicate  with bookkeepers.

Who Can Use It?

Bookkeepers

Accounting firms

CPA professionals

Virtual CFOs

Small  business owners

Freelance accountants

SaaS CFO service providers

Best Use Cases

Monthly Bookkeeping: Automate  transaction categorization and communication with clients.

Client Query Automation: Generate  intelligent follow-ups for missing receipts or data.

End-of-Year Reconciliation: Speed up  tax season by finalizing books faster.

Outsourced  Bookkeeping Teams: Standardize processes across  multiple clients.

Startup Finance Teams: Automate and scale bookkeeping without hiring large teams.

Step-by-Step Guide
Pricing & Plans

Starter Plan: Starts around  $29/month – Includes 1 company/client, basic features.

Professional Plan: ~$99/month – Up  to 10 clients, advanced AI review, integrations.

Firm  Plan: Custom pricing – Unlimited clients, team  access, white-labeled portal, priority support.

Free  Demo Available: Includes guided walkthrough and  feature overview.

Comparison with Competitors

Booke  AI is AI-first, offering more automated communication, review-ready books, and faster  reconciliation than traditional services. Unlike  Botkeeper or Bench, it emphasizes automation over  manual processes, making it a scalable and cost-effective solution for modern accounting  firms.

Pros

Significantly reduces manual bookkeeping time

AI-generated client messages save back-and-forth emails

Improves accuracy and review speed

Supports major accounting platforms

White-label options for firms

Cons

Geared more towards professionals than DIY business owners

May require initial setup/integration support

Advanced features locked in higher plans

Final Thoughts

Booke  AI is a modern, AI-driven bookkeeping assistant built to help accountants and bookkeepers save time, boost efficiency, and improve client satisfaction. With smart automation for categorization and client  communication, it streamlines one of the most repetitive areas of finance. If  you're running an accounting firm or managing multiple clients, Booke.ai is the future of bookkeeping—faster, smarter, and  scalable.

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