Frequently asked questions
AI Bookkeeper is the AI bookkeeper that shows its work. Plain answers below on what the AI does, where a human still signs off, and how every number in your books traces back to its source.
It does the first pass on your books. AI Bookkeeper reads bills, receipts and invoices field-by-field, works out what kind of document each one is, and matches it to a vendor you already have. It codes your bank transactions against your chart of accounts, matches them to the documents that account for them, and prepares your reconciliation — flagging duplicates, coding errors and anything unusual instead of applying it quietly. All of it is traceable: every extracted value links to its spot on the source document, and every action lands in the append-only audit trail.
It can do the part that takes the longest. AI Bookkeeper turns every bill, receipt and invoice into structured fields — vendor, totals, tax, dates, line items — codes your bank transactions, matches the two together, and prepares the reconciliation, each value carrying a confidence score and a link back to where it came from. What you are left with is checking and approving, not typing and cross-referencing. A human still signs off.
It's accurate where it says it's accurate — every extracted field carries a confidence score, so the system tells you how sure it is instead of asking you to trust it. And because every value links back to its exact location on the source document, you never have to take the score on faith: one click shows you what the document actually says.
Yes. Work reaches a human review queue before anything is final, and you set the thresholds that decide what needs your attention. The difference is what reviewing costs you: fields arrive filled in, transactions arrive coded and matched, everything is scored and one click from its source, so review is a glance rather than data entry. You approve or reject with a memo, and every decision lands in an append-only audit trail.
It tells you, on the specific field it is unsure about. Each extracted value carries its own confidence score, and low-scoring fields are flagged in the review pane rather than blended in with the rest. You click the field, see the highlighted region on the original document, and correct it if the extraction missed — and that correction is recorded.
Every extracted field links to its highlighted location on the original document. Click a vendor name, total or tax amount, and the source bill or receipt opens with a bounding box around exactly where that value was read.
Bills, receipts, invoices and sales receipts, uploaded as PDFs or images. OCR plus a language model extracts vendor, totals, tax, dates and line items field by field, works out which of the four document types it is looking at, and keeps every field linked to its highlighted location on the original.
Yes — through the connection your accounting platform already has, rather than a separate bank link you have to set up and maintain. Once QuickBooks Online, Xero or Zoho Books is synced, your transactions arrive on their own, get coded against your chart of accounts, and are matched to the bills and receipts that account for them.
Yes. Each client's records live in a separate organization, with per-business access control on top — so access to one client's books grants nothing on another's. Sign-in is via email/password or Google, and membership is granted per business rather than through blanket all-access accounts.
Yes, two-way — and with Xero and Zoho Books as well. Your accounting platform stays the system of record: transactions and chart of accounts come across, approved work syncs back, and nobody re-keys anything between two tools. AI Bookkeeper is the layer that reads the paperwork, codes the transactions and prepares the reconciliation; it is not another ledger to keep in step.
Pricing will be published at launch — no sales calls required. AI Bookkeeper is an early-stage product, and we'd rather post real prices than quote numbers before they exist.
A bookkeeper does the work; AI Bookkeeper does the first pass and shows exactly how it was done. Every extracted number links back to its spot on the source document, every value carries a confidence score, and every approval or rejection is logged in an append-only audit trail. Human judgment still applies to every document — it just costs you a glance instead of an afternoon.