How BookKeeping.business Works
Upload your documents. AI processes everything. Humans verify the output. You get clean books, financial reports, and tax-ready data — without touching a spreadsheet.
Three ways to connect your financial data
Pick one or use all three. The more data you connect, the richer your financial intelligence.
Instant, secure bank connection with up to 2 years of transaction history. Supports 12,000+ financial institutions across the US.
Drop your PDF statements into the portal. AI extracts every transaction, account summary, and fee — automatically converted to structured data.
Email receipts to your dedicated address, snap a photo, or drag-and-drop. AI reads vendor, date, amount, and category from every document.
AI does the heavy lifting
Claude AI processes your documents and transactions in seconds — not days.
Automatic transaction categorization
AI assigns categories to every transaction using merchant data, amount patterns, and description analysis.
Spending intelligence dashboard
Cash flow trends, category breakdowns, subscription tracking, and unusual spending alerts — updated in real time.
Bank statement PDF extraction
Upload a PDF bank statement and get structured transaction data, account summaries, and fee breakdowns via Claude AI.
Invoice parsing and QBO CSV conversion
Drop an invoice PDF or image. AI extracts line items, totals, and vendor info — exports as QuickBooks-ready CSV.
Receipt OCR and categorization
AI reads vendor name, date, amount, and expense category from every receipt — uploaded, emailed, or photographed.
Human bookkeeper reviews everything
AI handles speed and scale. Your dedicated bookkeeper handles judgment, context, and accuracy. Every transaction, every report, every month — reviewed by a real person who knows your business.
Dedicated bookkeeper assigned to your account
Monthly reconciliation and review of all transactions
P&L, Balance Sheet, and Cash Flow reports delivered
Tax-ready outputs for your CPA or our tax prep add-on
What you get every month
Monthly financial reports
P&L, Balance Sheet, and Cash Flow — delivered and ready to review.
Spending intelligence dashboard
AI-powered insights: category breakdowns, cash flow trends, subscription tracking.
Transaction categorization & reconciliation
Every transaction categorized by AI, verified by your bookkeeper.
Payroll management
Included in Growth and Enterprise plans. W-2s, 1099s, direct deposit handled.
Receipt capture
AI-powered OCR via email forwarding, file upload, or camera snap.
Tax prep add-on
Business and personal tax filing available. Seamless since we already manage your books.
Secure client portal
24/7 access to your books, documents, reports, and tools.
CPA portal for your accountant
Read-only access so your CPA can view books and documents anytime.
Weekly financial digest emails
Automated weekly summary of your financial position delivered to your inbox.
Us vs. DIY vs. Traditional CPA
See how AI-powered bookkeeping with human review compares.
| Feature | BookKeeping.businessAI + Human | DIY (QuickBooks/Xero) | Traditional CPA |
|---|---|---|---|
| AI-powered categorization | |||
| Human review | |||
| Spending intelligence | |||
| Bank statement PDF upload | |||
| Dedicated bookkeeper | |||
| All software included | You pay | You pay | |
| Monthly reports | You build | ||
| Receipt capture included | Add-on | ||
| CPA portal access | |||
| Weekly digest emails | |||
| Price | From $249/mo | $30–80/mo + your time | $500–2,000/mo |
Pricing that scales with your business
All plans include a dedicated bookkeeper, all software, and the spending intelligence dashboard.
Frequently asked questions
How does AI bookkeeping work?
You upload bank statements, receipts, and invoices to your secure portal. Our AI automatically extracts transactions, categorizes spending, and generates structured data. A dedicated human bookkeeper then reviews everything for accuracy before delivering your monthly financial reports.
Do I need to buy QuickBooks or any other software?
No. All software is included in your plan — accounting platform, payroll tools, receipt capture, and financial intelligence dashboard. There are no additional software fees.
What documents do I need to upload?
You can connect your bank via Plaid for instant transaction import, upload bank statement PDFs for AI extraction, or upload receipts and invoices via email, drag-and-drop, or camera. The more data you provide, the richer your financial intelligence.
How is this different from doing my own bookkeeping in QuickBooks?
With DIY bookkeeping, you handle categorization, reconciliation, and report building yourself. BookKeeping.business automates categorization with AI, adds spending intelligence and cash flow analysis, and has a dedicated bookkeeper review everything monthly. You get clean books without touching a spreadsheet.
What reports do I get each month?
Every month you receive a Profit & Loss statement, Balance Sheet, and Cash Flow report. You also get access to a spending intelligence dashboard with category breakdowns, subscription tracking, unusual spending alerts, and cash flow trends — all updated in real time.
Related Pages
Upload your first document free
Create your account, connect your bank or upload a statement, and see AI-powered bookkeeping in action.