Close the books from one trusted AI chat.
Books AI reads QuickBooks and your uploads, prepares the accounting package, explains the coding — and waits for human approval before anything touches the ledger.
Books AI
Acme Holdings · QuickBooks connected
Here’s the AWS invoice — can you book it?
aws-invoice-march.pdfMessy inputs become one approval-safe package.
Books AI is built around accounting control — it reads the source, fetches entity context, maps historical vendor rules, prepares the work, and waits.
Upload, let AI prepare, you approve.
Every stage is visible enough to review, quiet enough to move fast. Try it — approve the entry and watch it post.
Upload
Bill, receipt, CSV, or PDF
Analyze
QBO context + vendor history
Approve
A human signs off
Post
Writes to QuickBooks
AWS · March invoice
Prepared by Books AI
Matched to your AWS vendor history and prior coding. Tax handled. Nothing posts until you approve.
A command center for real accounting work.
Books AI isn't a generic bot. It's built around ledgers, company context, hierarchical approvals, exports, and audit history.
Multi-entity command center
Every connected QuickBooks company side by side — combined P&L, intercompany, and group reporting.
Chat-first accounting
Ask across all companies in one thread. Books AI reads the source and prepares the work.
Approval-gated posts
Local controller review can roll up to central finance before anything posts to the ledger.
Audit-ready exports
Clean registers, chat evidence, approval packages, CSV/PDF — ready for month-end and reviewers.
Live QuickBooks context
Vendor history, prior coding, and entity settings pulled in so the coding matches your books.
Smart rules
Codify recurring vendor and category rules so repeat work is prepared the way you like it.
0
Companies in one group
0 hrs
Saved each month
$0
Spend under review
0%
Posts behind approval
Enterprise calm, without enterprise theater.
Control stays visible: permissions, approvals, retry-safe posting, exports, provider choice, and QuickBooks context.
SOC 2 readiness
Controls, approvals, and evidence trails designed for security review.
Bank-level encryption
Sensitive accounting context protected in transit and at rest.
Secure audit trails
Every AI draft, approval, export, and post can be traced later.
Your choice of AI provider
Pick the model provider and keep control of where context goes.
Nothing posts blindly.
Every AI-prepared write stays reviewable before it reaches QuickBooks. Close the books with calm.