Built for bookkeepers, not business owners

Close client books faster with AI.

Bookkeep AI helps bookkeepers clean up transactions, collect client answers, manage monthly close, and generate professional financial reports — without the back-and-forth.

14-day free trial No credit card required Cancel anytime
Clients
6
Uncategorized
45
Open Questions
15
Time Saved
47h
Test LLC — 64% close progress
Test LLC 3 — Ready for review
Test LLC 5 — Reports sent

Bookkeepers lose hours every month chasing messy transactions.

You know the drill. We built Bookkeep AI so you never have to live in spreadsheets and text threads again.

Clients forget what charges were for
Uncategorized expenses pile up
POS and bank deposits do not match
Owner draws get mixed with expenses
Reports take too long to format
Month-end close lives in spreadsheets and email threads

An AI-powered close command center for your firm.

Everything you need to close client books — built for the way bookkeepers actually work.

AI Review Inbox

Triage uncategorized, low-confidence, and suspicious transactions in one queue.

Client Question Portal

AI turns messy transactions into simple answer buttons for your clients.

Monthly Close Tracker

23-step close checklist with assignees, due dates, and AI suggestions.

Professional Report Builder

P&L, Balance Sheet, COGS by Vendor — branded for your firm.

Restaurant Bookkeeping Mode

POS reconciliation, food COGS, labor %, and merchant fee tracking.

Multi-Client Dashboard

See close status for every client across your firm at a glance.

Firm-Branded Reports

Add your logo, prepared-by, and disclaimer on every report.

Lender & CPA Packages

One-click packages ready for tax prep and lender requests.

From bank feed to client-ready in minutes.

Stop copy-pasting. Bookkeep AI orchestrates the entire close — from first uncategorized expense to final PDF.

  1. 1
    Import
    Bank, credit card, POS, and payroll feeds sync nightly.
  2. 2
    Review
    AI ranks every transaction by confidence and flags issues.
  3. 3
    Ask
    One click turns 5 messy transactions into a clean client portal.
  4. 4
    Close
    Walk the 23-step checklist with assignees and AI suggestions.
  5. 5
    Deliver
    Generate firm-branded PDFs — send to client, CPA, or lender.
AI suggestion
S J Distributor−$2,845.12
Mar 03, 2026 · Chase ...4421
Suggested: Food/Kitchen COGS
Recurring food supplier for this restaurant client. Confidence: 96%.

Bookkeepers, not bots.

Real firms cutting close time in half.

Bookkeep AI cut my monthly review time in half.
Sarah K.
Solo bookkeeper, 12 clients
I stopped chasing clients through text messages.
David L.
Owner, 4-person firm
My reports finally look professional without extra formatting.
Priya N.
Fractional CFO

Give your bookkeeping firm an AI assistant for every client.

14-day trial. No credit card. Cancel anytime.