Booke AI

Booke AI operates inside QuickBooks Online and Xero, providing an AI bookkeeper that works directly within the user’s books. It uses an existing bank connection to categorize bank feed transactions, match them to accounting records and supporting documents, and bring exceptions to the team for review. The workflow is designed to integrate with established processes without requiring users to learn a new platform.

The tool goes beyond categorization by offering smart document matching. It matches transactions to invoices, bills, and receipts automatically, coordinating with documents as part of daily bank feed work. It learns from vendor history to decide how transactions have been handled before and whether supporting documents are typically present.

Users set their own rules and thresholds, such as requiring receipts for transactions over a certain amount. The AI then follows those preferences and brings only the items that need attention to the team for review, aligning automation with the user’s bookkeeping policies.

Use cases

• Documents are automatically searched and matched; missing ones are requested