What is Bookeeping.ai
Bookeeping.ai is an AI-powered bookkeeping service designed to automate financial tasks and workflows. It features an AI accountant named Paula, which users can chat with to manage finances effortlessly, create reports, and send invoices. The service aims to automate up to 95% of bookkeeping tasks, saving time and money.
How to use Bookeeping.ai
Users can interact with Bookeeping.ai through a chat interface with the AI assistant, Paula. Financial tasks can be completed instantly by sending simple chat messages, such as requesting an invoice, asking how to record a transaction, or summarizing uploaded financial documents. The platform also allows for uploading PDFs for analysis and provides assistance with tax and compliance questions.
Features of Bookeeping.ai
- AI Financial Assistant: Complete tasks via chat, analyze financial documents, and get tax & compliance help.
- Expense Management
- AI Financial Reporting
- AI Automations
- AI-Powered Invoicing: Generate invoices via text prompt, accept Stripe payments, and set up recurring billing.
- Sync Transactions: Connect with over 5000 banks in the US and Canada, and sync Stripe transactions.
- E-Sign Business Documents: AI creation and sharing of documents, e-signing capabilities, and management of tax forms (like 1099, W-2).
- AI Audit Score: Provides real-time auditing and advice to fix issues.
- Replaces multiple tools and experts.
Use Cases of Bookeeping.ai
- Business Owners: Can slash bookkeeping time and cost, uncover hidden tax savings, and receive real-time AI financial and business advice.
- Freelancers: Helps automate expense tracking and invoicing, making financial management simpler.
- Accountants: Provides real-time audit assistance to spot errors and identify potential tax savings.
