Booke AI AI features and pricing (October 2026)

Booke AI is an add-on for QuickBooks Online, Xero and Zoho Books that automates routine bookkeeping. It categorizes bank transactions, reads invoices and receipts, matches them to bank lines and routes open questions to clients, for small businesses and accounting firms.

Booke AI works inside the customer's existing accounting system with a two-way sync and has no ledger of its own. Besides categorization and document matching, it offers an accounts payable workflow with bulk document import, missing document requests, a client query tool, error and inconsistency detection, a change log, a performance dashboard and interactive reports. The company lists an address in Wilmington, Delaware, and states it serves more than 10,000 businesses and hundreds of accounting firms in the US, the UK, Canada and Australia. Each account gets its own isolated model, which Booke calls an AI Brain.

• Categorizes bank transactionsBooke uses each client's historical categorizations and a similarity search to assign categories, and it also fills class, project, location and tax rate. Recurring items are booked automatically, uncertain ones wait for review, and the vendor states categorization runs 80 percent faster than by hand.
• Reads invoices and receiptsDocuments arrive by upload or email forwarding, and according to Booke the OCR reads invoices and receipts in any language or currency. It normalizes and categorizes each line item with the proper tax rate, so bookkeepers no longer type in document data and only review the result.
• Matches documents to bank linesAfter extraction, Booke matches invoices, bills and receipts to the related bank transactions directly in QuickBooks Online or Xero. Bookkeepers no longer search for supporting documents at month end, and missing documents can be requested from clients.
• Helps with reconciliationAn AI assistant gives suggestions for reconciliation, and the inconsistencies detection points to discrepancies in the books before the month-end close. Bookkeepers get a list of issues to fix instead of searching the ledger line by line.

• Runs as an add-on inside QuickBooks Online, Xero and Zoho Books, so firms keep their existing ledger and chart of accounts.
• Each customer account has its own isolated model trained only on that customer's data, according to the data handling page.
• Flat price per business on the pricing page, with separate firm pricing and a white-label option for accounting practices.

Booke AI names customers in the US, the UK, Canada and Australia and runs country pages for these markets, but publishes no evidence of a clear lead in any one country.

Data is stored in US data centers, with other regions available on request according to Booke. The SOC 2 Type II certification belongs to the cloud providers, not to Booke itself. A subprocessor list is only available from privacy@booke.ai, and no data processing agreement was published at our check in September 2026. Clarify which ledger you use, since QuickBooks Online and Xero get the deepest support.

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