Skip to content
Books AI B logoBooksAIStart free trial

YOUR AI, YOUR CHOICE

Bring your AI.
Or start with ours.

BooksAI prepares accounting work for your team to review. Choose managed usage in your plan or connect your organization's own AI account. Your company permissions and approval controls still apply.

Compare the options See how your data is handled
BOOKSAI MANAGED

One less thing to set up.

Start with managed AI access from BooksAI. We manage provider access; your team stays focused on the accounting work.

Provider details

Managed AI is primarily built around Claude. Models and availability depend on the configured service.

  • No customer provider key needed for managed access.
  • Usage allowance depends on your approved plan.
  • Models and availability depend on the configured service.

Managed access requires BooksAI approval. Other supported providers may be used according to your plan and workspace policy.

BRING YOUR OWN KEY

Your provider account.

Connect a supported API key in BooksAI settings. Your organization controls the provider account and its usage relationship.

Supported provider accounts
Anthropic · ClaudeOpenAIGoogle GeminiOpenRouter
  • Add and validate a supported provider API key.
  • Choose from the models supported by your setup.
  • Review usage, rotate keys and update access when needed.

Provider API charges and limits are separate. A paid consumer chat subscription does not itself supply the API key needed for this option.

Managed AI and bring-your-own-key comparison
What changesBooksAI managedYour API key
Provider accessManaged by BooksAIControlled by your organization
AI usageWithin your approved allowanceSubject to your provider’s billing and limits
Accounting controlsYour workspace permissions and booking rulesYour workspace permissions and booking rules
Data processingRelevant context goes to the configured providerRelevant context goes to your selected provider

Neither option runs entirely on your device. Provider changes, usage limits and outages can affect availability.

SMARTER WITH COMPANY CONTEXT

Useful memory.
Visible boundaries.

Company history, approved guidance and reviewed corrections can help BooksAI prepare more relevant suggestions.

  1. 01
    Give it the right context

    Use the connected company, source documents and relevant accounting history.

  2. 02
    Review what it learns

    Keep company guidance current and inspect future recommendations.

  3. 03
    Keep the limits in view

    A remembered pattern can still be wrong. Learning does not guarantee every future entry or replace review.

Actual BooksAI company booking controls
Actual BooksAI company booking controls · Fictional records

SETUP WITHOUT THE GUESSWORK

Choose. Connect.
Check the result.

Using Claude or ChatGPT through a connector is a separate workflow from supplying an API key. Connector access depends on the client, account and enabled features.

  1. 01
    Choose managed access or a supported key

    Review the plan, provider and data-processing terms that fit your business.

  2. 02
    Complete the authorized setup

    Activate approved managed access or validate your organization’s API key in BooksAI.

  3. 03
    Run a small, reviewable task

    Check the company context and a prepared result before expanding your team’s use.

BOOKSAI · BY SUMPULSE SOFTWARE INC.

Choose the AI setup that fits your business.

Contact us
Your AI options | BooksAI