Booke AI

Booke AI leverages large language models to understand transaction descriptions in context. Rather than relying on rigid keyword matching, the AI correctly categorises transactions even when descriptions vary or appear ambiguous. This contextual intelligence delivers a significant accuracy improvement over legacy automation systems.

The platform goes beyond simple categorisation by automatically matching bank transactions to your invoices, bills, and receipts. When expected documentation is missing, the AI searches your accounting software first and then requests it from clients if needed. You can set custom rules like requiring receipts for all transactions over $50.

The OCR engine processes invoices and receipts in any language or currency. With drag-and-drop field customisation, you can adapt extraction to each client's specific document formats. The system learns from your history to improve accuracy continuously.

Once configured, the AI Bookkeeper works around the clock reviewing and processing new bank transactions. It handles daily categorisation and reconciliation automatically while you sleep. All actions remain visible through a detailed workflow overview for complete transparency.

The built-in client portal eliminates email chains and phone tag. Accountants and business owners can share documents, ask questions about specific transactions, and receive responses in one centralised location. The portal works on desktop and mobile with white-label branding options.

For businesses in Australia, Canada, and the UK where documentation requirements are strict, Booke AI ensures every transaction that needs supporting documents gets one. The platform creates audit-ready records with full document trails and never reconciles without proper documentation when required.