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 AI-prepared work reaches QuickBooks.
Synthetic demonstration — not live customer data
Books AI
Sample company · synthetic demo
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 where available, prepares the work, and waits for a human.
Upload, let AI prepare, you approve.
Each stage is visible enough to review. Try the synthetic demo — approve the sample entry and watch a simulated post.
Upload
Bill, receipt, CSV, or PDF
Analyze
QBO context + vendor history
Approve
A human signs off
Post
Writes to QuickBooks
Synthetic demonstration — not live customer data
AWS · March invoice
Prepared by Books AI
Matched to your AWS vendor history and prior coding. Tax handled. AI-prepared work stays behind approval (synthetic demo).
A command center for real accounting work.
Books AI is built around ledgers, company context, human approval before AI-prepared posts, exports, and audit history. Capability labels match our product truth register.
Multi-entity command center
Connected QuickBooks companies side by side — combined P&L, intercompany, and group reporting where configured.
Chat-first accounting
Ask across companies in one thread. Books AI reads source context and prepares the work for review.
Approval-gated posts
Role- and company-level posting rights decide who can approve before AI-prepared work reaches QuickBooks.
Audit-ready exports
Registers, chat evidence, printable approval packages, CSV/Excel — for month-end and reviewers.
Live QuickBooks context
Vendor history, prior coding, and entity settings pulled so coding matches your books.
Smart rules
Learn coding patterns and propose recurring vendor rules — early surface, not set-and-forget automation.
Enterprise calm, without enterprise theater.
Control stays visible: permissions, approvals, outbox-backed posting, exports, provider choice, and QuickBooks context.
Approvals & permissions
Role-based access, company grants, and optional maker-checker so members cannot approve their own drafts.
Encrypted transport & credentials
Sensitive keys and sessions protected in transit; scoped access to company data. Tenant-composite FKs block cross-tenant refs in Postgres.
Audit trails & durable posts
AI drafts, approvals, exports, and posts leave an event trail. Write posts use an outbox so a crash can reconcile without silent duplicates.
Your choice of AI provider
Pick the model provider and keep control of where context goes — BYOK or managed AI where enabled.
Nothing posts blindly.
AI-prepared writes stay reviewable before they reach QuickBooks. Join the design-partner waitlist if you want early access.
Opens your email app with a short questionnaire — no silent forms.