Replace expensive accounting software with AI.
QuickBooks import
- Connect QuickBooks Online once
- Your history comes over, nothing retyped
- No chart of accounts to rebuild
- Desktop, Xero and Wave by file
AI sorts every transaction
Each new transaction gets a suggested category and waits for you to approve it. Change one and choose Remember this choice, and similar ones follow it.
Live bank feeds10K+ banks
Connect checking, savings and credit cards at most US banks. New transactions arrive on their own.
- 7-day trial
Harbor PaperworksOct 25000Cost of Goods Sold-$642.00
Cedar Ink SupplyOct 26500Office Supplies-$218.40
Beacon CreativeOct 14000Sales+$3,250.00Juniper WorkspaceOct 16300Rent Expense-$1,800.00From BooksGPT customers
Your AI bookkeeper
It does the books. You answer the few.
Does the daily work
- Transactions auto-categorized
- Transfers auto-matched
- Bank payments marked paid
- Unpaid invoices get reminders
Turn on invoice bank payments and reminders in Settings.
Reconciles to the penny
- Drop in your statement
- Each line paired
- All paired: reconciled at $0.00
- Shows any missing line
An account's first statement, with history before it, is yours to start.
Asks only the few
- Asks only when unsure
- One tap files its guess
- Remembers your choices
- Morning email of what it did
With Auto-post on, the ones it is sure of file themselves; until then, each waits for your tap.
Import your books
Switch without starting over.
QuickBooks, Xero and more
- QuickBooks Online, connected directly
- QuickBooks Desktop's General Ledger
- Xero, Wave and Zoho Books
- Quicken
- A General Ledger from other software
Accounts, history and more
- Chart of accounts
- Transaction history
- Customers and vendors
- Invoices and bills
- Classes and locations
Customers, vendors, invoices and bills come with the QuickBooks Online connection. A file brings your accounts and history.
Checked before you switch
- Checked against your trial balance
- Debits and credits must balance
- Read-only: QuickBooks stays untouched
- Compare your Balance Sheet first
The trial balance check is for QuickBooks Online; a file's preview shows its totals.
After you switch, you can cancel QuickBooks or your old bookkeeping software.
Nancy D.
“The ease and quickness in import QBO as well as the bank setup. It's quick and quick to categorize as it learns from QBO and also learns right away when you code something.”BooksGPT review on G2, Sep 4
Live bank feeds
Your transactions arrive on their own.
10K+ banks and cards
One connection, every account
- Each connection brings in every account you choose: checking, savings and credit cards.
- Connect as many banks as your plan's businesses need, with unlimited imports.
Connect checking, savings and credit card accounts at most US banks. What a bank shares, and how far back, varies by bank.
Connected through
StripeArrives on its own
New transactions come in from your bank without downloads or uploads.
Statements work too
For an account that can't connect, drop in a statement PDF or CSV and BooksGPT reads it.
Kevin L.
“Bank and credit card transactions come in automatically, the AI handles much of the classification, receipts can be uploaded directly to the Copilot, and I can use plain English to accomplish accounting tasks that would normally require navigating through multiple screens.”BooksGPT review on G2, Sep 26
AI categorization
Sorted for you. You review and approve.
Suggested as it arrives
New bank transactions get a suggested category and wait in your Inbox for a quick approve.
Transfers matched
Money moved between your own accounts is paired up, so it is counted once.
Remembers your choices
Change a category and choose Remember this choice. Similar transactions follow it from then on.
Michele J.
“BooksGPT looks at all the transactions, so I don’t have to download each individual item. It categorizes them based on the history in the file, flags questions for my review, and nothing gets posted without my approval.”BooksGPT review on G2, Sep 17
AI Copilot
Ask your books anything.
Plain-English questions
Which month was best? What did we spend on software this year? Ask it the way you would ask your accountant.
Answers from your ledger
Answers come from your own books, with the figures behind them.
Nothing changes without you
When Copilot suggests a change, you approve it before anything is written. Most changes can be undone.
Donna L.
“Don't know where to go to find something? Simply start a chat. Not skilled in doing Journal Entries, no worries, just tell AI what you want to accomplish, it does the work and waits for your approval to post it.”BooksGPT review on G2, Sep 24
MCP connectors
Your books, in the AI you already use.
Connect Claude or ChatGPT
BooksGPT is an MCP connector for Claude and ChatGPT. You choose which businesses it can see, and you can disconnect it any time.
Answers from your books
Ask for your profit and loss, who owes you, or what you spent on software, and it reads your books as they are today.
You approve every change
Your AI can prepare a change, like moving transactions to another category. Nothing is written until you approve it in BooksGPT, and most changes can be undone there.
Bank reconciliation
Know your books match the bank, to the penny.
Bank and card accounts
Drop a monthly statement into Copilot and reconcile any bank or credit card account against it.
A report for every statement
Each finished reconciliation keeps its report, ready for your accountant.
Reopen when you need to
Undo a finished statement if something changes. Any newer ones on that account reopen with it.
Verified User
“The AI is built in like an assistant for me, including support when I need help understanding how to categorize or reconcile, and I don’t have to pay extra for AI.”BooksGPT review on G2, Sep 11
Invoicing
Draft an invoice from one sentence.
Drafted from a sentence
Type it the way you would say it. Copilot fills in the customer, the lines and the amounts for you to check.
Sales tax on the invoice
Add sales tax to the lines it applies to, and review it before you send.
Customers pay by bank
Turn on bank payments and customers can pay from the link in your invoice email.
Jerry S.
“I use BooksGPT for getting paid and invoices. Everything is there already, and I don’t think it needs any more improvement. The support and price is outstanding!”BooksGPT review on G2, Oct 10
Inventory
Know what's in stock, without a second system.
Bills add stock
Put a product on a vendor bill and its quantity goes onto the shelf when you post the bill.
Invoices take it off
Sell a product on an invoice and its quantity comes off the shelf when you post the invoice.
Lots and count sheets
Track stock by lot when you need to, print a count sheet, and adjust what the count finds.
Comprehensive reports
Profit and lossSee whether you made money.
Cash or accrual
Switch the report between Cash and Accrual. For books you imported, Cash can need a few more details first.
By month, year or class
See one total, or a column for each month, each year or each class, and compare a period with an earlier one.
The transactions behind a line
Click an account line to see the transactions that add up to it.
Multiple businesses
All your businesses under one login.
Switch in one click
- One login for every business
- Switch without signing in again
- Each keeps its own bank feeds
Real books for each
- Its own chart of accounts
- Its own P&L and balance sheet
- Its own invoices and bills
- Its own reports to export
Roles per business
- Invite your bookkeeper or CPA
- A role per person, per business
- Clients connect their own banks
Roles and client bank connections come with Business and up.
Donna L.
“The pricing is also very attractive as I have multiple entities to support, so paying that per entity cost was becoming price prohibitive, so BooksGPT was a very great choice for me.”BooksGPT review on G2, Sep 24
Simple monthly pricing. AI included.
Every plan includes the books software and the AI bookkeeper. Pick by how many businesses you run, and whether each person needs their own level of access. A 7-day trial is available. Card required.
Solo
For owner-operators
For freelancers and businesses keeping their own books.
Billed monthly
AI bookkeeper, included
Business
For multiple businesses
For owners and bookkeepers managing separate sets of books.
Billed monthly
AI bookkeeper, included
Practice
For bookkeeping practices
For teams managing a roster of client businesses.
Billed monthly
AI bookkeeper, included
Every plan includes inventory, purchase orders and class tracking. QuickBooks keeps those for Plus at $140/mo.
Add projects, job costing and timesheets to any plan with Business Max, $30/mo. Practice and Firm include it.
Managing a larger practice? Explore plans for firms.
7 days to try BooksGPT
Cancel before the trial ends to avoid the subscription charge.
Compare a year-one budget.
Software plus an illustrative 12 hours of monthly bookkeeping labor
Swipe sideways to see the full cost table.
| Service | Software | Bookkeeping labor example | Year-one budget |
|---|---|---|---|
| QuickBooks | $85/mo | $292.32/mo example | $4,527.84 |
| Xero | $59/mo from Oct 1, 2026* | $292.32/mo example | $4,215.84 |
 BooksGPTYouBusiness, 3 businesses included | $39/mo | Optional | $468software only |
BooksGPT Business software: $468 in year one.
Review time and professional services are separate.
Illustrative budget only. Competitor list prices checked September 26, 2026; introductory discounts excluded. QuickBooks Essentials is $85/month. Xero Growing is shown at its announced $59/month price effective October 1, 2026. The labor example uses 12 hours/month at the May 2025 BLS median bookkeeping wage of $24.36/hour; it is not an outside-service quote. BooksGPT does not include human bookkeeping. You review AI output and pay any professional services separately. Payroll, payments, advisor services, taxes, and other add-ons are not included.
Questions, answered.
Your books, sorted. Starting today.
7-day trial.