Upload bank statement CSVs and the AI auto-categorizes every transaction. Generate P&L reports, cash flow statements, and category breakdowns. Flag anomalies automatically.
Small businesses, freelancers, and startups who need simple, automated bookkeeping.
Upload CSV exports from your bank. The system auto-detects date, description, and amount columns.
Every transaction is automatically categorized: office supplies, travel, software, marketing, utilities, income, and more. Edit categories as needed.
Get P&L reports, cash flow statements, and expense breakdowns by category. Spot anomalies and trends automatically.
Keep your books organized without hiring a bookkeeper. Upload bank statements monthly and get instant financial clarity.
Track business expenses and income for tax purposes. Generate reports your accountant will love.
Get quick financial snapshots and burn rate analysis without complex accounting software.
Here's exactly how a real user would use Bookkeeper to get results — step by step.
You run a small agency and need to categorize last month's 85 bank transactions for your accountant. This usually takes 2+ hours in a spreadsheet.
Download your business account transactions for last month as CSV from your bank's website. Upload to the Bookkeeper bot.
85 transactions detected. Columns auto-detected: Date, Description, Amount.
Each transaction is assigned a category. Examples: 'STRIPE PAYMENT +$4,500' → Income. 'AWS 123456' → Software/SaaS. 'UBER TRIP' → Travel. 'OFFICEWORKS' → Office Supplies.
82 of 85 transactions auto-categorized correctly (96% accuracy). 3 flagged for review.
Review the 3 uncertain ones: 'TFR TO J SMITH' — mark as 'Contractor Payment'. 'PAYPAL *DESIGN' — mark as 'Design Services'. 'REF 449281' — mark as 'Bank Fee'.
All 85 transactions now categorized
Click 'Generate Report'. Get: Total Income ($28,400), Total Expenses ($19,200), Net Profit ($9,200). Expense breakdown by category with percentages.
Report exported as PDF. Biggest expense categories: Contractor Services (42%), Software (18%), Marketing (15%), Office (8%)
85 transactions categorized and a full P&L report generated in about 10 minutes — a task that normally takes 2+ hours of manual spreadsheet work. Send the export directly to your accountant.
Everything you need to get the most out of Bookkeeper — from pro tips to common questions.
Upload bank statements monthly for the cleanest financial picture. Don't let them pile up — it's much easier to review 30 transactions than 300.
Correct miscategorized transactions early — the AI learns from your corrections and becomes more accurate over time for your specific spending patterns.
Create custom categories that match your business structure. The defaults work well but custom categories make tax reporting easier.
Use the anomaly detection to spot unusual charges — subscription price increases, duplicate charges, or unauthorized transactions.
CSV is the required format. Each bank exports slightly different formats — the system handles most automatically but very unusual formats may need column mapping.
Categorization accuracy is typically 85-90% on the first pass. Accuracy improves as you correct misses and the AI learns your patterns.
Complex business structures with multiple entities may need separate bot instances per account.
This provides bookkeeping assistance, not certified accounting. Always have a CPA review your financials for tax filing.
Each bank statement processed costs approximately $0.10-0.30 based on the number of transactions. A typical month of 100-200 transactions costs ~$0.20-0.50.
After transactions are categorized, trigger Email Campaigns to send a monthly financial summary to stakeholders, or flag anomalies to your finance team.
Any bank that lets you export transactions as CSV. The system auto-detects column formats from major banks. If columns aren't detected, you can map them manually.
Yes — as long as they're in CSV format. Credit card transactions are categorized the same way as bank transactions.
Available on the scale plan starting at $999/mo. Try free for 7 days.
No credit card required. Cancel anytime.
Any bank that lets you export transactions as CSV. The system auto-detects column formats from most major banks.
AI categorization is typically 85-90% accurate on the first pass. You can correct misclassifications and the system learns from your corrections.
Yes. Start with our default categories or create your own custom set. Map transaction patterns to specific categories.
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