booked. connects your firm to your clients' QuickBooks in one place — then puts four specialized AI assistants to work alongside you. Bookkeeping, reports, tax prep, and reconciliation get faster. Your clients get a portal they actually want to use. You get your evenings back.
FRIDAY · MAY 22 · 4:28 PM
5 active · 3 closings this week
Clients
5 active
Analytics
2 past-due
Tools
2 tools
Billing
Scale
Settings
PRIORITIZED
View all clients →Most firms keep one client's month in four places: QuickBooks, a spreadsheet on somebody's desktop, an email thread, and a folder of scans. booked. pulls all of it into one file — and gives the client one link.
booked. reads all of it, matches it to the books, and holds it for your review.
Nothing reaches the client, or QuickBooks, until you confirm it.
Smith Industries · 2025-01-01 → 2025-12-31
REVENUE
$128,400.00
EXPENSES
$109,200.00
NET INCOME
$19,200.00
CASH ON HAND
$26,500.00
Across all bank accounts
PROFIT MARGIN
15.0%
Net margin
CASH RUNWAY
2.9 mo
At current expense rate
The client opens one link and sees current numbers, statements in plain English, and the reports you sent — in your firm's name.
Four specialized assistants — Bookkeeping, Reports & Analysis, Tax Prep, and Reconciliation — each trained on the work your firm actually does. They categorize transactions, surface anomalies, generate dashboards, hunt down 1099 candidates, and reconcile bank statements. You stay in control. They do the busywork.
Every client gets a clean, branded portal with their dashboard, P&L, balance sheet, cash flow, and the reports you send them. Their own AI assistant answers their "how's my business doing?" questions instead of those questions landing in your inbox.
QuickBooks-connected, multi-client, role-based, audit-logged. Plus a Statement Converter that turns PDF statements into QuickBooks-ready CSVs in 30 seconds — including reading handwritten payees off the back of the statement.
Most "AI bookkeeping" tools are one chatbot doing everything badly. booked. gives you four AI assistants, each trained on a specific part of your firm's work. They have access to your clients' QuickBooks data — but only the parts they need. They explain their reasoning, cite specific numbers, and recommend next steps. They never invent transactions or fabricate data.
Your day-to-day cleanup partner. Finds uncategorized transactions, looks up how a vendor was categorized last time, recategorizes transactions directly in QuickBooks, and finds duplicates. It's the agent that turns "go clean up Smith Industries' books" from a four-hour slog into a thirty-minute review.
See how it worksYour senior accountant for monthly reviews, variance analysis, and client deliverables. It pulls P&L, balance sheet, cash flow, AR/AP aging, and expense breakdowns; compares them across periods; benchmarks against your client's industry; and — uniquely — generates polished HTML dashboards you can preview, download, or send directly to the client's portal in one click.
See how it worksYear-end prep specialist. Finds 1099 candidates, identifies missing taxpayer info, scans for personal expenses mixed into business accounts, surfaces transactions that need W-9s, and flags anything that would slow down a tax return.
See how it worksBank and credit card reconciliation. Surfaces uncleared items, finds duplicates, and — the big one — lets you upload PDF bank statements right in the chat. The agent extracts every transaction from the PDF, reads any check images attached to the back, and compares the whole statement against QuickBooks line by line. Tells you exactly what matches, what's missing from QuickBooks, and what's outstanding.
See how it worksHalf of every accounting firm's "client relationship" is sending emails with PDF attachments and waiting for the client to reply. The Client Portal replaces that. Each client gets a branded login that shows them their financials in plain English, the reports you've sent them, and access to their own AI assistant — so you stop being the help desk.
Inside the client portalThe client sees their cash position, revenue trend, biggest expenses, profit margin, top customers, and AR/AP aging. Real numbers, pulled fresh from QuickBooks. Click into any section to see the underlying transactions.
P&L, Balance Sheet, and Statement of Cash Flows — laid out cleanly, with click-to-drill on every line. Beginning Cash → Ending Cash math is shown clearly so the owner understands where their money went.
When you generate a dashboard with the Reports & Analysis Assistant and click "Send to Client," it lands in the client's portal under "Reports." You get to see when they opened it and how many times.
Drop a PDF bank statement or credit card statement in, get a QuickBooks-ready CSV out. Two AI agents work in sequence — one extracts every transaction, a second one verifies the first's work against the original PDF and auto-fixes mistakes it catches.
More about the toolsA specialized version of the statement converter, focused entirely on handwritten checks. Upload a bank statement PDF with check images. The agent reads every check — payee, amount, memo, date written, signature — and cross-references it against the statement's printed check list to flag anything that doesn't match.
More about the toolsbooked. is opening to a small group of founding firms. Add your name and we'll email you the moment your firm's spot is ready.