Take on your next client without hiring.
Bookkeep AI closes the books for you — 94% of transactions auto-categorized, the monthly close cut in half — so your team takes on more clients without another QuickBooks seat (~$90/client) or another hire.
No card · Free QuickBooks migration · 30-day full trial
70% cheaper per client · 60% faster close · 94% auto-categorized
Bank feed in. Financials out. Same afternoon.
Stop juggling QuickBooks, Dext, Keeper, Liscio, and a shared Google Sheet. Bookkeep AI runs the entire close on one screen.
- 1MigrateWe import your QBO or QBD file — chart of accounts, balances, history, and open recs.
- 2SyncBank and credit card feeds via Plaid — connected once, refreshed nightly.
- 3TriageAI ranks every transaction by confidence. The messy 6% rises to the top.
- 4AskTurn a dozen messy charges into one tap-to-answer portal for the client.
- 5CloseWalk the 23-step checklist with assignees, due dates, and AI suggestions.
- 6ShipFirm-branded P&L, Balance Sheet, and lender package — in one click.
Meet Ledger. Ask your books anything.
Ledger is an AI agent wired directly into your data — every client, every transaction, every close, across every month. Ask in plain English and get an answer you can verify in the app.
See the app in action.
Every screen below is shipping today. Tap any tile to tour the live demo.
A real general ledger. With a real AI on top.
Bookkeep AI is a full double-entry accounting platform — not a categorization plugin bolted onto QuickBooks. Run your entire book of business in one place.
Ledger — Native AI Agent
Chat with an AI that sees every client, close, and transaction. Ask 'who has uncategorized transactions?' or 'summarize March close' and get instant answers — no exporting, no prompts to copy-paste.
Double-Entry Ledger
Chart of accounts, journal entries, trial balance, and GL drill-downs. The accounting layer QuickBooks brags about — done right.
Bank Feeds & Reconciliation
Plaid-powered feeds for every bank and card. Match, reconcile, and lock periods in one screen.
AI Review Inbox
94% of transactions auto-categorized with reasoning. The other 6% rank by confidence.
Financial Statements
P&L, Balance Sheet, Cash Flow, AR/AP aging. GAAP-style, lender-ready, one click.
Client Answer Portal
Replaces texts, emails, and 'send me the receipt.' Clients tap buttons; entries post themselves.
23-Step Close Tracker
Every step assigned, dated, and AI-suggested. The month-end checklist QuickBooks never gave you.
Multi-Client Firm View
One dashboard for every client. No dropdown roulette, no separate logins, no per-seat upcharge.
Tax & Lender Packages
Branded, audit-ready exports for the CPA and the bank — built from the same ledger, in seconds.
QuickBooks was built for 2003.
Stacked subscriptions, slow desktop windows, and an interface designed before Plaid existed. Here's what we replace on day one.
Rotate your phone to see the QuickBooks column in full.
Capability by capability
QuickBooks and QuickBooks Online are trademarks of Intuit Inc. Bookkeep AI is not affiliated with Intuit. Pricing comparisons reflect public retail rates at time of writing.
Firms that already left QuickBooks behind.
Lower software bills, faster closes, fewer apps to babysit.
“Killed seven QBO seats and three add-ons. Software bill dropped 68% and my close got faster.”
“Migration took an afternoon. Trial balance tied to the penny. Clients didn't even notice the switch.”
“The ledger is real, the AI is real, and the reports actually look like statements. I'm not going back.”
One firm subscription. Every client included.
Start free with one client, then pick the plan that matches your book. No per-seat upcharges, no add-on modules, cancel anytime.
Run a real client for $0/month.
Sign up in 30 seconds, no credit card. Get a full 30-day trial of every paid feature, then keep 1 client free forever — bank feeds, AI categorization, and monthly close included.
No card. No trial expiry on the free plan. Cancel paid anytime.