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Booke AI

Booke AI is web software for businesses and accounting firms using QuickBooks Online or Xero as their system of record.

Place
#25 of 32
Score
5.9
Booke AI's website

What Booke AI is

Booke AI is web software for businesses and accounting firms using QuickBooks Online or Xero as their system of record. It reviews bank-feed transactions each day, categorizes them, matches records and supporting documents, and flags unusual or low-confidence items for review. Users can define transaction rules and thresholds. Booke searches for expected invoices and bills, matches documents it finds, and requests missing documents automatically. The Business plan includes OCR for bills, invoices, and receipts, plus email and chat support. Accounting firms can request multi-client management, a white-label client experience, and priority onboarding. QuickBooks and Xero integrations are listed on the pricing page, while the homepage also names Zoho Books as a two-way integration. The Business plan costs $129 a month per business. Booke says data is encrypted and separated by client, with deletion after the export period.

Good

  • Daily bank-feed transaction review
  • Automatic document matching and requests
  • Rules and thresholds guide review
  • OCR included in Business plan
  • QuickBooks, Xero, and Zoho Books integrations

Watch out

  • No free plan
  • Business plan costs $129 a month
  • Accounting-firm pricing is by request
  • Data is deleted after 30 days post-cancellation

Who it suits

Booke AI suits businesses and accounting firms that use QuickBooks Online or Xero and want automated bookkeeping review, document matching, and exception handling.

Verdict

Booke AI focuses on daily bookkeeping automation around existing accounting-system bank feeds and records. Its Business plan is priced per business, while accounting firms receive a separate request-based plan with multi-client features.

Plans and prices

From Booke AI's own pricing page, checked 2 Oct 2026.

All about pricing
PlanPriceWhat it gives you
AI Bookkeeper (Business)$129 a monthPer business · QuickBooks Online and Xero · Email and chat support · $129 per business/month
AI Bookkeeper (Accounting Firms)Priced on requestMulti-client management · White-label client experience · Priority onboarding · Pricing by request

The facts

Each one read from Booke AI's own pages, with the date it was checked.

What it does

Accounting-firm features
The accounting-firm plan adds multi-client management, a white-label client experience, and priority onboarding.checked 2 Oct 2026
Bank connections
The product uses existing QuickBooks Online or Xero bank feeds, with no new or duplicate bank connection needed.checked 2 Oct 2026
Client data isolation
Booke says each client has a separate encrypted AI Brain trained on that client’s data, with no cross-client data sharing or training.checked 2 Oct 2026
Controls
Users can set transaction rules and thresholds, and low-confidence or unusual transactions are sent to the team for review.checked 2 Oct 2026
Daily workflow
It reviews bank-feed transactions daily, categorizes them, matches records and supporting documents, and flags items needing attention.checked 2 Oct 2026
Data deletion
Booke says customers have 30 days after cancellation to export data, after which the AI Brain and data are permanently deleted.checked 2 Oct 2026
Document matching
It searches QuickBooks Online or Xero for expected invoices and bills, matches documents it finds, and requests missing ones automatically.checked 2 Oct 2026
Integrations
The pricing page lists QuickBooks and Xero integrations; the homepage also names Zoho Books as a two-way integration.checked 2 Oct 2026
Intended users
Booke describes AI Bookkeeper as software for businesses and accounting firms, with QuickBooks Online or Xero remaining the system of record.checked 2 Oct 2026
OCR
The Business plan includes OCR for bills, invoices, and receipts.checked 2 Oct 2026
Purpose
Booke AI automates bank-feed categorization, document matching, and exception review for bookkeeping in QuickBooks Online and Xero.checked 2 Oct 2026
Security
The security page says data is encrypted with AES-256 at rest and TLS 1.3 in transit, and that Intuit and Xero conduct annual security audits.checked 2 Oct 2026
Support
The Business plan includes email and chat support; the accounting-firm plan includes priority onboarding.checked 2 Oct 2026

The company

Headquarters
Wilmington, Delaware, USAchecked 28 Sep 2026

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