Booke AI
An AI bookkeeping assistant that works inside QuickBooks and Xero, automatically categorizing bank transactions, matching documents, and routing exception transactions to human review.
About Booke AI
Booke AI is an AI bookkeeping assistant for businesses and accounting firms that works directly inside QuickBooks Online and Xero. It automatically categorizes bank transactions, automatically matches payments to invoices, bills, and receipts, and hands low-confidence transactions to your team for review before reconciliation. QuickBooks Online or Xero remains your bookkeeping system—Booke AI is not a new ledger and does not include a team of accountants. On security, the official website states that it uses AES-256 encryption at rest and TLS 1.3 encryption in transit, runs on SOC 2 Type II certified cloud hosting with tenant isolation, and undergoes annual security audits by Intuit and Xero.
Best for
Best use cases
A business wants to reduce the daily work of manually categorizing bank transactions and matching documents in QuickBooks Online or Xero
An accounting firm wants to automate bank transaction processing for multiple clients and use a white-label client portal
A team wants to centrally review low-confidence transactions before reconciliation while retaining an audit trail
Data needs to be extracted from bills, invoices, and receipts with line items normalized
Compare before choosing
The official comparison page states: Dext is strong at document collection, data extraction, and publishing data to accounting software; Booke AI instead offers both OCR AI and the AI Bookkeeper workflow, including invoice and receipt extraction, line-item normalization, tax handling, document matching, bank transaction categorization, reconciliation readiness, and client queries.
The official comparison page states: In terms of AI and automation, Dext offers rule-based transaction categorization, batch processing of bank transactions, static rules, and basic reporting, with no AI Bookkeeper automation; Booke AI offers GenAI categorization with self-learning, daily automation, continuous improvement from human feedback, AI-driven analytics, and human review of exception transactions.
The official comparison page states: Dext suits firms focused on document collection, extraction, and publishing data before bookkeeping review; Booke AI suits firms ready to automate daily bank transaction work and reduce manual transaction processing.
Features
Daily bank transaction categorization
Automatically categorizes bank transactions in QuickBooks and Xero on a daily basis.
Smart document matching
Automatically matches payments to invoices, bills, and receipts, and can initiate requests for missing documents.
OCR document recognition
Performs OCR on statements, invoices, and receipts, and normalizes and categorizes line items.
Exception review and audit trail
Low-confidence transactions go to human review with an audit trail retained; thresholds and rules are customizable.
Self-learning categorization
The AI learns your categorization patterns and keeps improving with human feedback.
Pros
- Automates day-to-day bank reconciliation work inside QuickBooks Online and Xero
- Low-confidence transactions go to human review, with an audit trail retained
- Supports OCR recognition of bills, invoices, and receipts
- Email and live chat support available on the official website (Business edition)
Pricing Plans
AI Bookkeeper (Business edition)
- Works inside QuickBooks and Xero
- Daily bank transaction categorization
- Smart document matching
- Missing document requests
- Customizable thresholds and rules
- Exception review and audit trail
- OCR for bills, invoices, and receipts
- Email and live chat support
AI Bookkeeper (Accounting firm edition)
- Includes all Business edition features
- Multi-client management
- White-label client experience
- Pricing tailored to the firm
- Priority onboarding
- Integration with QuickBooks and Xero
* Pricing information is for reference only. Please refer to the latest announcement on Booke AI's official website.