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On the recordRead 2 Oct 202614 facts
Booke AI
Wilmington, Delaware, USA
Plans and prices
AI Bookkeeper (Business)
$129a month
Per business · QuickBooks Online and Xero · Email and chat support
Read 2 Oct 2026 · booke.ai
AI Bookkeeper (Accounting Firms)
Priced on request
Multi-client management · White-label client experience · Priority onboarding
Read 2 Oct 2026 · booke.ai
On the record
- Accounting-firm features
- The accounting-firm plan adds multi-client management, a white-label client experience, and priority onboarding.booke.ai · read 2 Oct 2026
- Bank connections
- The product uses existing QuickBooks Online or Xero bank feeds, with no new or duplicate bank connection needed.booke.ai · read 2 Oct 2026
- Client data isolation
- Booke says each client has a separate encrypted AI Brain trained on that client’s data, with no cross-client data sharing or training.booke.ai · read 2 Oct 2026
- Controls
- Users can set transaction rules and thresholds, and low-confidence or unusual transactions are sent to the team for review.booke.ai · read 2 Oct 2026
- Daily workflow
- It reviews bank-feed transactions daily, categorizes them, matches records and supporting documents, and flags items needing attention.booke.ai · read 2 Oct 2026
- Data deletion
- Booke says customers have 30 days after cancellation to export data, after which the AI Brain and data are permanently deleted.booke.ai · read 2 Oct 2026
- Document matching
- It searches QuickBooks Online or Xero for expected invoices and bills, matches documents it finds, and requests missing ones automatically.booke.ai · read 2 Oct 2026
- Integrations
- The pricing page lists QuickBooks and Xero integrations; the homepage also names Zoho Books as a two-way integration.booke.ai · read 2 Oct 2026
- Intended users
- Booke describes AI Bookkeeper as software for businesses and accounting firms, with QuickBooks Online or Xero remaining the system of record.booke.ai · read 2 Oct 2026
- OCR
- The Business plan includes OCR for bills, invoices, and receipts.booke.ai · read 2 Oct 2026
- Purpose
- Booke AI automates bank-feed categorization, document matching, and exception review for bookkeeping in QuickBooks Online and Xero.booke.ai · read 2 Oct 2026
- Security
- The security page says data is encrypted with AES-256 at rest and TLS 1.3 in transit, and that Intuit and Xero conduct annual security audits.booke.ai · read 2 Oct 2026
- Support
- The Business plan includes email and chat support; the accounting-firm plan includes priority onboarding.booke.ai · read 2 Oct 2026
