Overview
Booke AI is an AI- and RPA-driven bookkeeping platform that automates bank reconciliation, transaction categorization, and invoice/receipt data extraction. It operates as an in‑UI RPA bookkeeper for QuickBooks Online and Xero (and integrates with Zoho Books), uses OCR + GPT for document extraction, and provides a client portal, task management, activity logs and audit trails. The system learns from historical data and human feedback to improve accuracy and provides transparent reasoning for suggestions and automated actions.
Key Features
AI Bookkeeper (RPA-driven automation)
Automates reconciliation and categorization inside QuickBooks Online and Xero using an RPA agent and AI chain-of-thought reasoning.
Real-time OCR & Document Extraction
OCR + GPT extracts invoices, bills and receipts (multi-language, multi-currency) and auto-populates accounting platforms with confidence indicators.
Two-way Integrations / Accounting Integration Hub
Fast two-way sync with Xero, QuickBooks Online, and Zoho Books, keeping transactions aligned across systems.
Intelligent AI-Assistant
Reconciliation assistant that suggests categories, performs history checks, and warns about potential mistakes.
Accounts Payable Workflow
Bulk uploads, unique client upload email, advanced/basic workflows and direct linkage to source documents in accounting systems.
Audit & Activities Journal
Detailed logging and transparent workflow visibility for auditability and performance reporting.
Who Can Use This Tool?
- Bookkeepers:Automate reconciliations and reduce manual bookkeeping workload with AI and RPA.
- Accountants:Speed up month-end close, improve categorization accuracy, and provide transparent audit trails.
- Small Businesses:Streamline invoice/receipt capture and keep books synchronized across accounting systems.
- Accounting Firms:Manage multiple clients with per-business billing and scale automation across client books.
Pricing Plans
Core bookkeeping tools, client portal, OCR, and collaboration for everyday bookkeeping.
- ✓Client portal (desktop & mobile)
- ✓Month‑end close audit
- ✓Task management
- ✓OCR-powered invoice, bill & receipt extraction
- ✓Secure file sharing and cloud imports (Dropbox, Google Drive)
- ✓Email & chat support
- ✓Browser extension for Ask Clients & Bulk Reconciliation
- ✓Option for white-label / custom-branded portal
RPA- and AI-driven automated reconciliation and continuous bank processing with transparent AI reasoning.
- ✓RPA-driven automation inside QuickBooks Online & Xero
- ✓Continuous processing of incoming bank transactions
- ✓AI-powered auto-categorization and matching
- ✓Learning system that retrains from human feedback
- ✓Transparent workflow and chain-of-thought logs for auditability
- ✓Stop‑Keywords control to exclude transactions from automation
- ✓Daily retraining and performance reporting
- ✓Browser extension overlay for real-time processing visibility
Pros & Cons
✓ Pros
- ✓Strong automation: RPA + AI for reconciliation and categorization
- ✓Real-time OCR + GPT-enhanced document extraction across languages and currencies
- ✓Two‑way integrations with Xero, QuickBooks Online and Zoho Books
- ✓Transparent logs and audit trails (chain-of-thought style rationale)
- ✓Collaboration features: client portal, browser extension, task management
✗ Cons
- ✗No explicit free trial information found
- ✗Some users requested stronger error-detection/analytics (per testimonials)
- ✗Pricing is per business — can scale up for firms with many clients
- ✗Documentation / developer API details not clearly surfaced in scraped pages
Compare with Alternatives
Related Articles (4)
Small firm here - honestly didn't expect enterprise-level support. But when I needed help, a real hu...
An AI-powered platform automating reconciliation, data extraction, and error detection for QuickBooks Online and Xero.
GPT-4 powered AI assistant that automates Xero bank reconciliation, categorization, and document data extraction.
A roundup of real user reviews for Booke AI on the Xero App Store US, highlighting speed, confidence-based categorization, and mobile usability.
