booked.
Get early access

Bookkeeping, reports, tax prep, and reconciliation — all faster.

booked agents

The AI workforce

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.

Tools

Specialized AI agents and document utilities. Tap a tile to open.

AI AGENTS

DOCUMENT TOOLS

Statement Converter

Check Converter

01 / 04

Bookkeeping Assistant

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.

Why it's different

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.

What you can ask it
  • Show me all uncategorized transactions for Smith Industries this month.
  • How was Home Depot categorized last time?
  • Recategorize the $450 Amazon charge as Office Supplies.
  • Find any duplicate transactions over $500.
  • Pull every transaction over $1,000 in Q1.

Bookkeeping Assistant

Scoped to: Brightpath Bookkeeping

Sessions this month30 / 100

SUGGESTED QUESTIONS

Show uncategorized transactions for [client]
How was [vendor] categorized previously?
Find recent transactions over $1,000
Ask about your financials...

AI can make mistakes. Verify important financial decisions.

02 / 04

Reports & Analysis Assistant

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.

Why it's different

Most "AI reporting" tools spit out a paragraph of text. This one delivers a finished deliverable your client can read on their phone.

What you can ask it
  • Why is gross margin down vs last year for Smith Industries?
  • Run a Q1 close summary.
  • Compare expenses to industry benchmarks.
  • Build me a year-end financial review dashboard.
  • What changed in cash position this month and why?

Reports & Analysis

Scoped to: Brightpath Bookkeeping

Sessions this month31 / 100

SUGGESTED QUESTIONS

Why is gross margin down vs last year?
Run a Q1 close summary for [client]
Compare expenses to industry benchmarks
Ask about your financials...

AI can make mistakes. Verify important financial decisions.

03 / 04

Tax Prep Assistant

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.

Why it's different

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.

What you can ask it
  • Find all 1099 candidates for Smith Industries this year.
  • Year-end review — what's blocking close?
  • Which vendors are over the $600 threshold and missing TINs?
  • Show me potential personal expenses booked through the business.
  • List uncategorized transactions blocking tax prep.

Tax Prep Assistant

Scoped to: Brightpath Bookkeeping

Sessions this month32 / 100

SUGGESTED QUESTIONS

Find 1099 candidates for [client] this year
Year-end review for [client]
List uncategorized transactions blocking close
Ask about your financials...

AI can make mistakes. Verify important financial decisions.

04 / 04

Reconciliation Assistant

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.

Why it's different

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.

What you can ask it
  • Reconciliation status for Smith Industries.
  • Compare the March statement I just uploaded against QuickBooks.
  • What's unreconciled in the operating account?
  • Find duplicate transactions over the last 90 days.
  • Why don't Smith's books match the bank?

Reconciliation Assistant

Scoped to: Brightpath Bookkeeping

Sessions this month33 / 100

SUGGESTED QUESTIONS

Reconciliation status for [client]
Compare the uploaded statement to QBO
Find duplicate transactions for [client]
Upload statement
Ask about your financials...

AI can make mistakes. Verify important financial decisions.

Standalone tools

Two standalone tools you'll use every week.

01 / 02

Statement Converter & Reconciler

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.

Tools / Statement Converter & Reconciler

Statement Converter & Reconciler

Upload bank or credit card statement PDFs. Claude reads every transaction, pulls payees off any check images, and verifies the math before you download a QuickBooks-ready CSV.

This month18 / 300

Statement type

Bank statement

Checking / savings — deposits positive, withdrawals negative

Credit card statement

Purchases negative, payments positive (QBO credit card import)

This statement includes scanned check images at the back

Splits the PDF and runs two extractors in parallel — one for transactions, one for handwritten check payees. Use this for statements with a "Check images" section.

Drop PDF statements here

PDF only, up to 20 MB per file. Multiple files supported.

Choose files
What makes it different
01

Handles 20+ MB PDFs.

Even those nightmare 60-page statements with checks attached.

02

Reads handwritten check payees.

When a bank statement includes scanned images of cleared checks at the back, the converter reads each check's payee name (handwritten "Pay to the order of") and adds it to the right transaction. Your CSV imports into QuickBooks with the payee already filled in — not "CHECK 1042" with no context.

03

Two-agent verification.

A second AI agent independently audits the first agent's work. Catches sign errors, missed transactions, balance discrepancies. Auto-fixes what it can, flags what needs your eyes.

04

Review and edit before export.

Anything the agents flagged for review shows up in an inline editor. Fix it, then download.

05

Multi-statement merge.

Upload several statements at once and download them as a single merged CSV.

Privacy

The PDF never touches our disk. It goes from your browser to the AI, the structured data comes back, and the file is gone. The CSV lives only in your browser until you download it.

Use cases
  • New client onboarding — convert six months of statements in an hour
  • Cleanup work — when QuickBooks bank feed is missing transactions
  • Year-end — when you need the entire year of statements in one CSV
02 / 02

Check Converter & Reconciler

A 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.

Tools / Check Converter & Reconciler

Check Converter & Reconciler

Upload a bank statement PDF. A specialized agent reads every handwritten check image (payee, memo, amounts) and cross-references against the statement's printed check list.

This month18 / 300

Drop a bank statement PDF here

PDF only, up to 20 MB per file. Multiple files supported.

Choose files
What you get

A complete check register CSV with Check #, Date, Payee, Amount, Memo, and a Status column showing which ones reconciled and which need your attention. Items flagged as "Manual entry" had handwriting too messy to read confidently. Items flagged as "Amount mismatch" mean the amount written on the check doesn't match the amount that cleared — usually a sign of fraud or a check-rewriting error.

Early access

Stop doing the work that doesn't pay.

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.

Free to join. No credit card. We'll only email you about early access.