Booke AI

About

Booke AI is an AI-powered bookkeeping assistant that operates directly inside QuickBooks Online and Xero — not as a separate dashboard, but as an actual user in your accounting software. You invite Booke as a team member, and every morning it opens your bank feed, categorizes transactions based on learned patterns, matches them to invoices and bills, requests missing documents, and reconciles — all automatically. Unlike API-based AI tools that can only suggest actions, Booke actually clicks buttons and does the work inside your existing platform. It uses your existing bank connections (no Plaid or extra integrations needed), follows your custom rules and thresholds (e.g., 'all transactions over $50 need receipts'), and maintains a full audit trail. Built for both individual businesses and accounting firms managing multiple clients, Booke handles the repetitive daily bookkeeping so accountants can focus on advisory work. Features include OCR for bills, invoices, and receipts, smart document matching, exception-based review workflows, and a Chrome extension for quick actions.

Features

• •Works directly inside QuickBooks Online and Xero as a user
• •Daily automatic bank feed categorization using learned patterns
• •Smart document matching to invoices and bills
• •Automatic missing document requests to clients
• •Custom rules and thresholds for transaction handling
• •Full audit trail and exception-based review workflow
• •OCR for bills, invoices, and receipts
• •Uses existing bank connections — no extra integrations
• •Chrome extension for quick bookkeeping actions
• •Bank-level encryption and annual security audits

Use Cases

• •Accounting firms automating daily bookkeeping across multiple clients
• •Small businesses replacing manual bank feed categorization in QuickBooks
• •Bookkeepers reducing time spent on transaction matching and reconciliation
• •Firms enforcing receipt policies with automatic document request workflows
• •Solo accountants scaling their practice without hiring additional staff