Features
Built for small business owners, not accountants
Every feature is designed to save you time and remove the guesswork from your finances. Here's what's inside.
AI-Powered Categorization
Our machine learning engine categorizes transactions with 95%+ accuracy from day one. It learns from your corrections and improves continuously.
- Pre-trained on millions of small business transactions
- Learns your unique business patterns
- Custom rules for recurring vendors
- Flags low-confidence items for review
AI-Powered Categorization screenshot
Seamless Bank Sync
Connect your bank accounts, credit cards, and payment processors through Plaid. Transactions sync automatically every day.
- 12,000+ supported financial institutions
- Real-time balance updates
- Support for Stripe, PayPal, Square
- Read-only connections for maximum security
Seamless Bank Sync screenshot
Quarterly Tax Estimates
Never be surprised at tax time again. BookdAI calculates your estimated quarterly taxes based on actual income and deductible expenses.
- Federal and state estimates
- Self-employment tax calculations
- Deduction tracking and optimization
- Reminders before quarterly deadlines
Quarterly Tax Estimates screenshot
Receipt OCR
Snap a photo of any receipt from your phone or upload a file. Our OCR engine extracts the details and matches it to the correct transaction.
- Automatic merchant and amount extraction
- Smart transaction matching
- Cloud storage for all receipts
- Bulk upload support
Receipt OCR screenshot
Financial Reports
Generate professional financial reports with one click. Profit & loss, balance sheet, cash flow, and more.
- Profit & Loss statement
- Balance sheet
- Cash flow analysis
- Export to PDF, CSV, or share link
Financial Reports screenshot
CPA Collaboration
Invite your accountant to a dedicated portal where they can review your books, leave notes, and download tax packages.
- Read-only CPA access portal
- In-app comments and annotations
- One-click tax package export
- Audit trail for all changes
CPA Collaboration screenshot
And so much more
Everything else you need to stay on top of your finances.
Bank-Level Security
256-bit AES encryption and SOC 2 Type II certified infrastructure.
Lightning Fast
Sub-second AI categorization. Your books are always up to date.
Multi-Currency
Support for USD, CAD, EUR, GBP, and 20+ other currencies.
Auto Reconciliation
Automatic bank reconciliation that catches discrepancies.
Audit Trail
Complete history of every change with timestamps and user info.
Smart Alerts
Get notified about unusual activity, large transactions, and deadlines.
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.