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Side-by-side comparison · Legal, Finance & HR

Booke AI vs Rogo vs Spellbook

Everything that matters when choosing between them, in one place: our rating, what each can do, what they cost, and the trade-offs.

Booke AI

3.8

From $129/business/mo

Rogo

3.8

Free to start

Best overall

Spellbook

3.9

Free to start

Comparing 3 tools, the maximum.

At a glance

Best value

Pick it if: Bookkeepers and accounting firms managing many small-business clients on Xero or QuickBooks Online.

Rogo3.8

Pick it if: Investment banks, private equity firms and investment teams that produce research, models and pitch materials.

Best overall

Pick it if: Commercial lawyers, small firms and in-house teams who review and draft contracts in Word every day.

Spellbook scores highest overall, but Booke AI gives you more for your money. Which one is right comes down to what you value most.

Overview

AttributeBooke AIRogoSpellbook
In one lineAI bookkeeper that sorts your bank transactions in Xero and QuickBooks.AI analyst for bankers and investors: research, models, memos and decks.Drafts, reviews and redlines contracts inside Microsoft Word.
Pricing modelPaidPaidPaid
Starting price$129/business/moSee websiteSee website
Free plan No No No
Works with Claude Code No No No

Rating breakdown

Our scores out of 5. The higher bar in each row is highlighted.

AttributeBooke AIRogoSpellbook
Overall rating3.83.83.9Winner
Ease of useHow quickly someone non-technical gets value from it.
4.5
4.0
4.5
FeaturesHow completely it covers its own job, and how well the pieces fit together.
3.5
4.5
4.0
Output qualityHow good the results are before you fix them.
3.5
4.0
4.0
Value for moneyWhat you get for the price, including the free plan.
3.5
2.5
3.0
Speed & reliabilityHow fast it is and how often it falls over.
4.0
4.0
4.0

Feature comparison

A tick means it does this today. A dash means we haven't checked.

AttributeBooke AIRogoSpellbook
Access & platform
Free plan No No No
Mobile app–––
Desktop app–– Yes
Browser extension–––
API access–––
Teams & business
Team workspace Yes Yes Yes
Enterprise plan or SSO– Yes Yes
Connects to other apps Yes Yes–
Open source or self-hosted No No No
AI abilities
Works with your files Yes Yes Yes
Understands images–––
Makes images No No No
Makes video No No No
Writes code–––
Runs agents or automations Yes Yes Yes
Learns your brand or style–– Yes
Works in many languages–––
Capabilities score4/ 175/ 176/ 17

Pricing

Plans as listed on each vendor's site when we last checked. Confirm before you buy.

AttributeBooke AIRogoSpellbook
Plans

AI Bookkeeper (Business)Our pick

$129/business/mo

A single business doing its own books.

EnterpriseOur pick

Custom

Banks, funds and investment firms.

Free trial

Free for 7 days

Testing it on real contracts before you talk price.

AI Bookkeeper (Accounting Firms)

Custom

Firms managing many client files.

Law FirmsOur pick

Custom

Private practice firms of any size.

In-House Teams

Custom

Corporate legal departments.

Which plan to pickA single business should weigh US$129 a month against the AI matching already built into Xero or QuickBooks. Bookkeeping firms should ask for the firm pricing, which is set per firm and adds multi-client management.There is one route in: talk to sales. Ask how usage credits work per project and what data licences you need to bring yourself.Run the 7-day trial on contracts you actually negotiate, then ask for a quote. Get the per-seat price and any minimum term in writing, as third-party reports put prices anywhere from under US$200 to around US$350 per user a month.

Key features

AttributeBooke AIRogoSpellbook
Standout features
  • Transaction categorisation
  • Document matching and OCR
  • Client requests
  • Rules and exception review
  • White-label for firms
  • Research with financial data
  • Agents
  • Office add-ins
  • Intelligence
  • Watchtower
  • Review
  • Draft
  • Benchmarks and Compare
  • Playbooks
  • Associate

Pros and cons

AttributeBooke AIRogoSpellbook
Pros
  • Simple to set up and use, according to Xero App Store reviews
  • Handles both coding and chasing clients for receipts
  • White-label portal for accounting firms
  • Published price for a single business
  • Built around banker deliverables, not just chat answers
  • Combines licensed financial data with the firm's own files
  • Works inside Excel, PowerPoint and Word
  • Strong security certifications for regulated firms
  • Works inside Word with tracked-change redlines
  • Quick to learn, with little setup
  • Playbooks keep a team's positions consistent
  • Free trial before you talk to sales
  • Zero data retention agreements with AI providers
Cons
  • Only works with Xero, QuickBooks Online and Zoho Books
  • US$129 a month per business is steep for sole traders
  • No free plan, and trial terms aren't clear on the site
  • Categorisation still needs a bookkeeper's review on unusual items
  • Enterprise only, with no public pricing or trial
  • Few independent user reviews to judge it by
  • Models and figures still need an analyst to check them
  • No public pricing, and reported prices rose in late 2025
  • Word only, so Google Docs users are left out
  • Can suggest wrong or made-up language, so every change needs checking
  • No built-in contract repository or approval workflow

Who each one is for

AttributeBooke AIRogoSpellbook
Best for
  • Categorising bank feed transactions
  • Chasing clients for missing receipts
  • Bookkeeping firms with many small clients
  • Xero and QuickBooks Online users
  • Company and market research for deals
  • Comparable company tables and models
  • Drafting pitch pages and investment memos
  • Searching the firm's own deal history
  • Reviewing and redlining contracts in Word
  • Drafting clauses and agreements from your templates
  • Applying a team playbook consistently
  • Small firms and in-house legal teams
You'll find it used by
  • Bookkeepers
  • Accounting firms
  • Small business owners
  • Investment bankers
  • Private equity
  • Hedge funds
  • Corporate development teams
  • Commercial lawyers
  • Small law firms
  • In-house legal teams
  • Founders handling contracts

Questions people ask

Which is better, Booke AI, Rogo or Spellbook?

Spellbook scores highest overall in our ratings (Booke AI 3.8/5, Rogo 3.8/5 and Spellbook 3.9/5). Booke AI is best for categorising bank feed transactions and chasing clients for missing receipts. Rogo is best for company and market research for deals and comparable company tables and models. Spellbook is best for reviewing and redlining contracts in Word and drafting clauses and agreements from your templates.

Which is cheaper, Booke AI, Rogo or Spellbook?

Booke AI: There's no free plan. Paid plans start at $129/business/mo. Rogo: Pricing isn't published; check the vendor's site for a quote. Spellbook: Pricing isn't published; check the vendor's site for a quote.

How we compare

Ratings are our own, from using each tool, across ease of use, features, output quality, value for money, speed & reliability.

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