booked. is built around how accounting firms actually work — your team, your clients, and the AI doing the heavy lifting in between.
A single dashboard where you see every client you serve. Click into any one of them and you're inside their QuickBooks data — uncategorized transactions, P&L, balance sheet, reconciliation status, AR/AP aging. From there, you launch any of your specialized AI assistants to do the work.
Each client gets their own branded portal. They log in and see their dashboard, financial reports, the reports you've sent them, and an AI assistant that answers their questions about their own business. They feel taken care of. You stop fielding "what was my net income last month?" emails.
Invite team members with the right permission level (read-only or full access). Set your branding so every client sees your firm's name and colors. Track AI usage and plan limits. Audit log shows every action your team took.
Half 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.
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 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.
The client can ask "what were my biggest expenses last quarter?" or "how's my cash position trending?" and get a real answer instantly — sourced from their actual books. The assistant is read-only and scoped to their own data only. It's plain-English, not accounting jargon, because the client isn't an accountant.
Your firm name, your logo, your accent color. The client never sees "booked." — they see your firm.
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.
It actually writes back to QuickBooks — not just suggestions. Every change is audit-logged and shown to you for confirmation before it commits. If a transaction needs payment-type details QuickBooks requires, the agent finds and includes them automatically instead of failing with a cryptic error.
Your 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.
Most "AI reporting" tools spit out a paragraph of text. This one delivers a finished deliverable your client can read on their phone.
This is the killer feature. Ask the agent to build a dashboard, and it produces a complete branded HTML report — charts, tables, narrative — ready to view full-screen in the app, download as a file, open in a new browser tab, or push straight to your client's portal. The client gets a notification that a new report is ready. You get a record of when they viewed it and how many times.
Year-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.
Tax prep season is the worst time to be fighting with software. This agent pulls together exactly what you need to file — or what your tax-prep partner needs from you — and explains its reasoning so you can defend the decisions later.
Bank 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.
Every other reconciliation tool requires you to manually mark items as cleared. This one reads the actual bank statement, matches everything for you, and tells you what to enter or investigate.
Click "Upload Statement" inside the chat. Pick the client and the QuickBooks account. Drop the PDF. The agent extracts the transactions, reads any check images for payee names, and stores everything. Then ask it to compare against QuickBooks and you get a clear three-bucket answer:
Matched
items that exist in both
Missing from QuickBooks
on the statement but not entered (often missed bank fees, interest, transfers)
Outstanding in QuickBooks
entered but haven't cleared yet (legitimate timing, or a bookkeeping error)
3 active · 2 onboarding
Smith Industries
Riverside Dental
Coastal HVAC Co.
Lumen Coffee Roasters
Pine Street Landscaping
See every client you serve. Connection status to QuickBooks, latest period reconciled, outstanding items, recent activity. Click in to any client to start working.
Inside any client, you get their full financials, transaction lists, drill-down to source data, and one-click launch into any of the four AI assistants — pre-scoped to that client.
Two firm roles built in:
So you can hand the keys to a senior associate without worrying they'll accidentally recategorize 4,000 transactions.
Send a client a clean invite link. They sign up, connect their QuickBooks, and their portal is live. You see exactly when each invite was accepted, expired, or is still pending.
Every dashboard you've sent a client is preserved. See the title, when you sent it, when they viewed it, how many times. Hide or delete reports the client shouldn't be looking at anymore.
Mark a month as "closed" once you've reconciled and signed off. Reports beyond that point show as draft. Keeps you from giving a client conflicting numbers.
Every meaningful action — AI write-back to QuickBooks, report sent, report deleted, statement uploaded — is logged with who, when, and what changed. Defensible record-keeping for regulated work.
booked. 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.