bookeeping.ai
bookeeping.ai is an AI-powered bookkeeping platform that automates 95% of financial tasks with its intelligent assistant Paula.
Category: Automation
Price Model: Trial
Audience: Freelancer
Trustpilot Score: 4.1
Trustpilot Reviews: 6
Our Review
bookeeping.ai: Your AI-Powered Bookkeeping Partner for Smarter Financial Management
bookeeping.ai is a cutting-edge AI-driven bookkeeping platform designed for small businesses, freelancers, and accounting professionals seeking to streamline financial operations with minimal effort. At its core is Paula AI, an intelligent virtual accountant that automates 95% of routine bookkeeping tasks through natural language chat, eliminating the need for QuickBooks or human bookkeepers. With seamless integration across 12,000+ banks in the US and Canada, Stripe, Airbnb, and more, bookeeping.ai offers real-time data sync, AI-powered receipt matching, auto-categorization, duplicate detection, and instant financial reporting—delivering accurate Profit & Loss statements, balance sheets, and audit-ready records. The platform enhances productivity with features like AI invoicing, recurring billing, e-signing of tax forms (1099, W-2), an AI Document & Drive system, and a customizable dashboard with drag-and-drop widgets. Advanced users can switch between ChatGPT and Claude AI models for greater control, while the Scale plan unlocks unlimited access and extended catch-up bookkeeping for up to five years. With mobile apps for iOS and Android, hourly backups, SOC 2 certification, and robust data security (AES encryption, RBAC, 2FA), bookeeping.ai ensures peace of mind and compliance. It also supports team collaboration and offers a 30-day free trial with full access to all features.
Key Features:
- AI Accountant Paula: Automates 95% of bookkeeping tasks via chat, including ledger entries, invoice creation, contract summaries, and transaction recording.
- Real-Time Bank & Stripe Sync: Connects with 12,000+ banks using Plaid, Stripe, CSV, or QuickBooks exports with secure, read-only access.
- AI Receipts Scanner: Automatically extracts receipts from email and matches them to bank transactions; available on iOS and Android apps.
- AI Invoicing: Creates and tracks branded, recurring invoices with Stripe payment integration (Visa, Mastercard, Apple Pay).
- Instant Financial Reports: Generates up-to-date Profit & Loss and Balance Sheet reports automatically, exportable as PDF or Excel.
- AI Spreadsheet Generator: Creates dynamic spreadsheets using natural language prompts.
- AI Document Generator & eSign: Produces, stores, signs, and manages business documents with AI, including tax forms, via secure e-signature tracking.
- Smart Reconciliation & Auto-Categorization: Automatically reconciles transactions and assigns categories using AI.
- AI Audit Score: Provides real-time monitoring, flags missing receipts or anomalies, and maintains a full audit trail.
- Catch-Up Bookkeeping: Offers historical data import for the last 2, 3, or 5 years depending on the plan.
- Flexible Data Import: Supports Plaid, CSV uploads, and QuickBooks Online exports.
- Team Collaboration: Allows multiple users (2, 5, or 10 members) with role-based access and shared workflows.
- Dual AI Model Access: Switch between ChatGPT and Claude AI models (unlimited on Scale plan) for enhanced accuracy and privacy.
- Customizable Dashboard: Drag-and-drop widgets for personalized financial insights and monitoring.
- SOC 2 Certified Security & Encryption: Ensures data protection with AES encryption, 2FA, RBAC, and device management.
- Data Privacy & Control: GDPR and CCPA compliant; users can access, correct, or delete their data, with retention for 7 days post-deletion.
- Mobile Apps: Native apps for Android and iOS for on-the-go bookkeeping.
- Automated Backups: Hourly data backups for reliability and recovery.
- Affiliate Program: 10% recurring commission for partners.
- 24/7 Live Chat Support: Instant assistance available through the platform.
Pricing: bookeeping.ai offers a 30-day free trial with full feature access. After the trial, pricing includes a Free tier, Pro (€42.87/month), Scale (€69.12/month), and an Enterprise plan (contact for custom pricing). Monthly and annual billing options are available, with full refunds for annual plans upon cancellation. The platform is currently in beta, emphasizing transparency, security, and user control.
Conclusion: bookeeping.ai is a transformative, user-friendly AI bookkeeping solution that empowers small businesses and freelancers to achieve accuracy, efficiency, and compliance—saving up to 76 hours per month and reducing bookkeeping costs by 87.5%—all while maintaining top-tier security and ethical AI practices.
You might also like...
Booke AI
Booke AI: Automating Bookkeeping with Intelligent AI for Businesses and Accounting Firms
book-keeper.ai automates bookkeeping with AI-powered receipt scanning, QuickBooks integration, and real-time expense tracking for small businesses.
