Booke AI

An AI bookkeeper that works inside QuickBooks Online and Xero

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Screenshot of Booke AI, An AI bookkeeper that works inside QuickBooks Online and Xero

What is Booke AI?

Booke AI is an AI bookkeeper for QuickBooks Online and Xero. It categorizes bank feed transactions, matches them to invoices, bills and receipts, requests missing documents and routes low-confidence items to your team for review.

Booke AI is an AI bookkeeper that operates inside QuickBooks Online and Xero rather than alongside them. Once invited as a user to a set of books, it runs a daily pass over the existing bank feed: categorizing transactions, matching them to accounting records, and pulling in supporting invoices, bills and receipts. It does not open a parallel ledger or require a new bank connection, which keeps the accounting file as the single system of record. The matching logic goes past simple categorization. For each transaction the AI checks how that vendor has been handled historically and whether documents are typically attached. If a document is expected, it searches the accounting file for a matching invoice or bill and attaches it. If nothing is found, it requests the missing paperwork automatically instead of closing the item without support. Firms set their own thresholds, for example requiring receipts above a set amount, and the AI applies those preferences before anything reaches a human. Review is built into the workflow. Low-confidence or unusual transactions are routed to the team with a suggested treatment and the reasoning behind it, which is where an accountant or bookkeeper makes the call. The vendor claims this daily routine can clear a large share of manual bank feed work, leaving period-end reconciliation cleaner. Each client gets an isolated AI Brain trained only on that client's own history and approvals, with no cross-client sharing. The audience is accounting firms and in-house finance teams already living in QuickBooks Online or Xero, especially practices that spend billable hours chasing clients for receipts and explanations. It competes with pre-accounting tools such as Dext, Hubdoc and Zeni, which Booke compares itself against directly. The practical difference is placement: those tools tend to be separate dashboards or document inboxes, while Booke positions itself as a team member inside the books you already use.

How do you use Booke AI?

  1. 1Sign up for a Booke AI account
    Create an account on the signup page. This is the entry point before any books are connected or an AI bookkeeper is invited into an accounting file.
    Booke AI — Sign up for a Booke AI account
  2. 2Review the demo before connecting live books
    The demo page shows how the AI bookkeeper categorizes, matches and flags transactions. Worth a look before inviting it into a client file.
    Booke AI — Review the demo before connecting live books
  3. 3Invite the AI bookkeeper into QuickBooks Online or Xero
    Inside your accounting file, add Booke AI as a user to the specific set of books. Your existing bank feed stays as it is, with no new or duplicate bank connection required.
    Booke AI — Invite the AI bookkeeper into QuickBooks Online or Xero
  4. 4Set your rules and document thresholds
    Define preferences such as requiring receipts for transactions above a set amount. The AI applies these rules during each daily run before anything is escalated.
  5. 5Work the exception queue
    Each day, review the low-confidence or unusual transactions the AI has flagged. Each item arrives with a suggested treatment and the reasoning, and your decision feeds back into that client's AI Brain.
  6. 6Confirm the plan before scaling to more clients
    Check the pricing page for the current per-business rate and compare it against the manual hours you expect to remove before rolling Booke out across a client base.
    Booke AI — Confirm the plan before scaling to more clients

Pros and cons

Pros

  • Works directly inside QuickBooks Online and Xero, so no new ledger, dashboard or bank connection is neededAI
  • Goes beyond categorization to match transactions against invoices, bills and receipts and to request documents that are missingAI
  • User-defined rules and thresholds decide which transactions need receipts and which exceptions reach a human reviewerAI
  • Each client gets a separate AI Brain trained only on that client's history, with the vendor stating there is no cross-client data sharingAI
  • Runs on Booke-managed infrastructure, so the work continues without a browser or computer staying openAI

Cons

  • Locked to QuickBooks Online and Xero, so firms on desktop QuickBooks, Sage, MYOB or other ledgers are excludedAI
  • Pricing starts at 129 USD per month per business, a recurring cost that small sole-trader books may struggle to justifyAI
  • Automation handles bank feed work only; reconciliation sign-off, judgment calls and advisory still sit with your teamAI
  • Accuracy depends on historical data quality, so newly onboarded clients with thin transaction history will likely throw more exceptionsAI
  • Marketing claims such as automating up to 80% of manual bank feed work are vendor figures without published methodology on the homepageAI

How much does Booke AI cost?

Pricing

The homepage states the current monthly price for AI Bookkeeper (Business) is 129 USD per business. Full plan tiers and any firm-level arrangements are listed on the pricing page.

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Integrations

Connects to QuickBooks Online and Xero. It uses the existing bank feed in those files, so no separate bank data provider or additional connection is required.

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Features

Daily categorization of QuickBooks Online and Xero bank feed transactions, automatic matching to invoices, bills and receipts, automatic requests for missing documents, user-defined rules and receipt thresholds, an exception queue with suggested treatments and decision rationale, per-client isolated AI Brain, and bank-level encryption with annual security audits by Intuit and Xero.

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Frequently asked questions about Booke AI

  • How much does Booke AI cost?
    The homepage states the current monthly price for AI Bookkeeper (Business) is 129 USD per business. Full plan tiers and any firm-level arrangements are listed on the pricing page.
  • How do you use Booke AI?
    The walkthrough on this page covers 6 steps: 1. Sign up for a Booke AI account 2. Review the demo before connecting live books 3. Invite the AI bookkeeper into QuickBooks Online or Xero 4. Set your rules and document thresholds 5. Work the exception queue 6. Confirm the plan before scaling to more clients.
  • What platforms does Booke AI support?
    Booke AI is available on Web App.
  • What does Booke AI integrate with?
    Connects to QuickBooks Online and Xero. It uses the existing bank feed in those files, so no separate bank data provider or additional connection is required.
  • What are the limitations of Booke AI?
    Locked to QuickBooks Online and Xero, so firms on desktop QuickBooks, Sage, MYOB or other ledgers are excluded. Pricing starts at 129 USD per month per business, a recurring cost that small sole-trader books may struggle to justify. Automation handles bank feed work only; reconciliation sign-off, judgment calls and advisory still sit with your team.

Status

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Added10/21/2026

Platforms

Web App

Pricing

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