BooksAI — From inbox to QuickBooks

Illustrative workflow using actual BooksAI screens and fictional records. No live QuickBooks account is connected in this recording.

Welcome to BooksAI. Let's follow one invoice from your inbox to QuickBooks, with you in control.

Forward a supplier's bill to your company's BooksAI address. Or set an email rule to forward incoming mail automatically. Approve your trusted senders so their bills can move through.

BooksAI sorts likely invoices from unrelated mail, and checks for duplicates. Items remain available for review, so you can correct the classification.

Here's a fictional two hundred and forty eight dollar software invoice. BooksAI reads the details, matches the supplier, and prepares the account coding and accounting entry.

Now it's your turn. Compare the source invoice with the proposed entry. Check the company, dates, amount, and account. Open any field that needs a closer look.

When you're satisfied, click Approve and post. The bill is booked in QuickBooks. Booking creates a bill. It does not pay it.

Your approved decisions and company guidance help shape future suggestions. Review the results over time, and keep exceptions with the people who can resolve them.

When you're ready, an administrator can enable automatic booking. Choose a minimum confidence, a maximum amount per bill, and whether new suppliers qualify. Then confirm the company.

Eligible bills can now book automatically within those rules. Duplicates and other exceptions stay for review. You can pause automatic booking whenever you need.

Less retyping. More time for decisions. Thank you for watching BooksAI. Explore the product, or speak with our team at books AI dot I O.