Booke AI

Booke AI connects to Xero, QuickBooks Online or Zoho Books and does the daily bookkeeping grind. It sorts bank feed transactions into the right accounts, matches them to bills and receipts, reads documents with OCR, and asks clients for missing receipts or explanations through a simple portal. You set rules and thresholds, review the exceptions it isn't sure about, and every change is logged.

Pick Booke AI if you are a bookkeeper or accounting firm looking after many small clients on Xero or QuickBooks, and bank reconciliations and chasing receipts eat your week. Firms can white-label the client portal. Vic.ai is for larger finance teams processing supplier invoices at volume, and DataSnipper is for auditors. Xero's and QuickBooks' own AI features handle simple matching for free, so test whether they're enough first.

The catch: it only works with Xero, QuickBooks Online and Zoho Books. The business plan is US$129 a month per business, which is a lot for a sole trader, and AI categorisation still needs a bookkeeper's review, especially on unusual transactions.

• Bookkeepers
• Accounting firms
• Small business owners

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

• Transaction categorisation

  Sorts bank feed transactions into accounts every day, learning from your past coding.

• Document matching and OCR

  Reads bills, invoices and receipts and matches them to transactions.

• Client requests

  Asks clients for missing receipts or explanations, and feeds their answers back in.

• Rules and exception review

  Set thresholds, review only what it isn't sure about, with a full audit trail.

• White-label for firms

  Accounting firms can put their own brand on the client portal.

• Our pick

  AI Bookkeeper (Business)

  $129/business/mo

  A single business doing its own books.

  • Daily bank feed categorisation
  • Document matching and OCR
  • Missing document requests
  • QuickBooks and Xero integration

• AI Bookkeeper (Accounting Firms)

  Custom

  Firms managing many client files.

  • Everything in Business
  • Multi-client management
  • White-label client experience
  • Priority onboarding

Prices in USD unless noted, checked 22 October 2026. Vendors change plans often, so confirm on their site before you buy.

Ways Booke AI can slot into your week.

1. 1

   Clear the bank feed daily

   Let Booke code each day's transactions so the month-end reconciliation is mostly done already.

2. 2

   Chase missing receipts

   Send clients one link listing the transactions that need a receipt or explanation, instead of email chains.

3. 3

   Take on more clients

   Bookkeeping firms use it to look after more client files without hiring.

4. 4

   Tidy up a messy file

   Run it over a backlog of uncoded transactions and review only the exceptions.

It works on top of Xero, QuickBooks Online or Zoho Books and writes back into them, so your ledger stays the source of truth.

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