Small business accounting, on autopilot.
Connect your bank, let AI categorize every transaction, and export a tax-ready package -- all in minutes, not hours. BookdAI replaces spreadsheets, shoeboxes, and stress.
Trusted by 2,000+ small businesses • No credit card required
Dashboard Preview
Your financial overview at a glance
Trusted by forward-thinking businesses
Features
Everything you need, nothing you don't
BookdAI replaces your spreadsheet, receipt shoebox, and half your accountant's billable hours.
AI Categorization
Machine learning automatically categorizes every transaction with 95%+ accuracy. It learns from your corrections and gets smarter over time.
Bank Sync
Securely connect all your bank accounts, credit cards, and payment processors. Transactions sync automatically every day.
Tax Estimates
Get quarterly estimated tax calculations based on your actual income and deductions. Never be surprised at tax time again.
Receipt OCR
Snap a photo of any receipt and our OCR engine extracts the details, matches it to a transaction, and files it automatically.
Financial Reports
Profit & loss, balance sheet, cash flow -- all generated automatically. Export to PDF or share directly with your CPA.
CPA Collaboration
Invite your accountant to a read-only portal. They can review your books, leave comments, and download tax packages.
How it works
Three steps to stress-free books
Connect
Link your bank accounts and credit cards in under 2 minutes with Plaid.
Categorize
AI categorizes every transaction. Just review the few it flags for your attention.
Report
Export tax-ready reports and packages. Share with your CPA in one click.
Testimonials
Loved by small business owners
“BookdAI cut my monthly bookkeeping time from 8 hours to 20 minutes. The AI categorization is scary accurate — it learned my chart of accounts in the first week and now I barely touch anything.”
Sarah Chen
Founder, Bloom Studio
“I used to dread tax season because my books were always a mess. Since switching to BookdAI, my CPA said it was the cleanest set of books she had ever received from a small business client.”
Marcus Rivera
Owner, Rivera Plumbing & HVAC
“The receipt matching feature alone is worth the subscription. I snap a photo, and BookdAI matches it to the right transaction automatically. No more shoeboxes of receipts at year-end.”
Priya Patel
CEO, SnapShip Logistics
Pricing
Simple, transparent pricing
Start free. Upgrade when you're ready.
Free
For freelancers and side-hustlers just getting started.
- Connect 1 bank account
- AI transaction categorization
- Monthly P&L report
- Receipt scanning (25/mo)
- Email support
Starter
For growing small businesses that need the full picture.
- Connect up to 5 bank accounts
- AI transaction categorization
- Unlimited receipt scanning
- Monthly & quarterly reports
- CPA read-only access
- Custom categories & rules
- Priority email support
Pro
For established businesses and multi-entity operators.
- Unlimited bank accounts
- AI transaction categorization
- Unlimited receipt scanning
- All financial reports
- CPA full collaboration
- Custom rules & automations
- Multi-business support
- API access
- Dedicated account manager
FAQ
Frequently asked questions
BookdAI is an AI-powered bookkeeping platform designed for small businesses. It automatically categorizes bank transactions, matches receipts, and generates tax-ready financial reports.
When you connect your bank account, BookdAI analyzes each transaction using machine learning models trained on millions of small-business transactions. It learns your specific patterns over time, achieving 95%+ accuracy within the first month.
Absolutely. We use bank-level 256-bit AES encryption, connect to your bank through Plaid (the same provider used by Venmo and Robinhood), and never store your banking credentials. All data is hosted on SOC 2 compliant infrastructure.
Yes! You can invite your CPA or accountant with read-only access. They get a dedicated view of your chart of accounts, financial statements, and transaction history — no extra charge.
BookdAI supports over 12,000 financial institutions in the US and Canada through our Plaid integration, including all major banks, credit unions, and credit card providers.
Yes. There are no long-term contracts. You can upgrade, downgrade, or cancel your plan at any time from your account settings. If you cancel, you retain access through the end of your billing period.
Ready to put your bookkeeping on autopilot?
Join 2,000+ small businesses that save 10+ hours every week with BookdAI. Start your free trial today -- no credit card required.