Skip to content

QUICKBOOKS ONLINE

AI Bookkeeper for QuickBooks Online

Connect QuickBooks Online and nothing moves. QBO stays your system of record — the same chart of accounts, the same vendors, the same classes, the same reports. AI Bookkeeper does the first pass on the work that arrives, and you approve it before anything lands.

QuickBooks Online — connected
QuickBooks Online
System of record · unchanged
Synced
Chart of accountsyours
Vendors & contactsyours
Approved entriestwo-way

Your QuickBooks stays your QuickBooks

There is no migration step, no import wizard, and no second ledger to keep in step. You connect the QuickBooks Online company you already keep, and it carries on being the book of record.

That matters because the alternative — moving your books to a new platform in order to get better document handling — costs more than the document handling saves. AI Bookkeeper takes the opposite position: your platform is fine, the first pass is the problem.

Coded against your chart of accounts, not a generic one

Bank transactions are coded against the accounts, vendors, classes and tax logic that exist in your QBO company — not a generic model of what a business like yours usually does. Your own history is the reference.

That is the difference between a suggestion you have to re-check and one you can approve. A tool that does not know you code fuel to a specific account will keep guessing at it.

Documents and transactions on one record

Bills, receipts and invoices are read field-by-field — vendor, totals, tax, dates and line items as discrete values — and then matched to the QBO transaction they account for. The paperwork and the money end up on the same record instead of in two separate queues.

Duplicates are caught before they are entered twice, and the party on the document is matched to a vendor you already have in QBO, including when the OCR reads a trading name or a slight misspelling.

Two-way sync, after you approve

Sync runs both ways: your QBO data informs the first pass, and approved work goes back. What does not happen is anything going back before you have seen it.

Every document reaches a human review queue before anything is final. Approve or reject with a memo, and the decision lands in an append-only audit trail.