Categorization
accuracy
accuracy
v1.4 · live for new accounts · 99.9% accuracy
Stop paying
Stop paying
a bookkeeper.
Your complete AI bookkeeping department. Save 10-12 hours a week. $189 once. No subscription, ever.
99.9%
12
Industries
covered
covered
Auto
Bank imports,
AI-categorized
AI-categorized
Year-end
Tax docs ready,
no subscription
no subscription
BooksGPT · Review queue
Today, May 14 · 140 new transactions
BooksGPT auto-posted 126 while you slept. 14 need your eye.
126 auto-posted 14 need you
Stripe payout
payout_8a2f4d1c
by AI
Income · Services
99% auto
+$2,480.50
AWS · us-east-1
aws_inv_2026-05
by AI
Software · Cloud
98% auto
-$312.00
Delta Air Lines
First charge from this merchant. Confirm once.
by you
Travel · Flights?
88% review
-$642.30
Shell #4128
17 prior matches at this merchant
by AI
Vehicle · Fuel
99% auto
-$62.40
Pricing
Buy once. AI included. No subscription.
One lifetime price covers the books software and the AI accountant. Bank imports stay unlimited; only two AI usage limits a month, sized for who you are.
Solo
For owner-operators
For freelancers, single-person LLCs, and side-business owners running one set of books.
$189
once, lifetime
Generous AI limits, monthly
Importing transactions from your bank is always unlimited.
Transactions
200/mo
AI consults
10/mo
- Unlimited bank & CSV imports
- AI accountant, nightly
- 1 workspace, 1 bank connection
- P&L, Balance Sheet, Cash Flow
- Schedule C year-end handoff
★ Business · most popular
For 1-10-employee teams
For agencies, SaaS, small e-comm, and pro-services teams running real books with a CPA at year-end.
$289
once, lifetime
Generous AI limits, monthly
Importing transactions from your bank is always unlimited.
Transactions
4,000/mo
AI consults
50/mo
- Everything in Solo
- Unlimited bank & CSV imports, all 3 banks
- 3 workspaces, 3 bank connections
- Multi-entity, multi-user
- 1120-S / 1065 mapping, trial balance ties
- Priority support, dedicated Slack channel
Hit a limit? Flip on the 5× Boost for $15/mo and both AI limits quintuple. Turn it off the moment you don't need it. Bank imports always unlimited.
The AI accountant
The work a bookkeeper does, before you wake up.
BooksGPT runs against your ledger every night at 3am ET. Auto-posts what it's confident about. Queues the rest for your review.
Categorization
Every transaction gets a category, pulled from your COA, your industry, and our 50K-transaction eval set.
Reconciliation
Transfers, refunds, reversals matched automatically. No more duplicate income from Stripe to bank.
Monthly close
Close package emailed by the 5th: P&L, Balance Sheet, exceptions log, sales-tax estimate.
Year-end handoff
CPA-ready handoff in one click. Schedule C / 1120-S / 1065 mapping. Trial balance ties.
Last night's run · 47 transactions
RUN_20260514_0312ET
96.4%
avg confidence
Auto-posted
43/47
Needs review
3
Anomalies
1
Time elapsed
2.1s
Whole Foods charged 4× the usual amount
$412.18 vs ~$103 avg · flagged for review
Daily digest emailed
To you + 1 CPA recipient
Next run · tomorrow 03:00 ET
View activity log
Built for your industry
Same AI. Different playbook for every trade.
BooksGPT pre-tunes itself to your industry's accounts, vendors, and tax form on day one. Pick yours and watch the workspace change.
BooksGPT · workspace
Key accounts, pre-tuned
Auto-categorized last night
-
- industry rules active
View all rules
Industry not listed? The AI learns any chart of accounts you bring it. See all 12 industries
Invoicing
Tell the AI what to bill. It drafts the invoice.
One sentence about the work. BooksGPT pulls the right line items from your time tracker, receipts, and contracts, figures out the right tax for your state, and drafts a clean invoice ready to send.
You said
-
AI pulled from
Drafts only. You review and approve every invoice before it sends. No invoice ever leaves your books without your click.
How it works
Four steps. Then you stop touching the books.
STEP 01
Link your bank
30 seconds. Every major US bank works, plus 12,000 smaller ones.
STEP 02
AI sorts every charge
The moment a transaction lands in your bank, BooksGPT picks the right category. Minutes, not overnight batches.
STEP 03
Approve the few it flags
A handful of unusual charges land in your inbox. One click. Under a minute.
STEP 04
Your books are always live
Open BooksGPT any time and see today's numbers. Email summaries are optional, on your schedule.
Benchmarks · published
We publish the eval. You can re-run it.
Every BooksGPT release is benchmarked on a held-out set before it ships. Same transparency you'd want from any inference system trusted with your books.
v1.4 held-out eval · 50K transactions · 12 industries
Categorization accuracy vs the alternatives
Test set size
50Ktxns
Real anonymized SMB transactions spanning 24 months and 47 US banks. F1 = 0.997 across the 12-industry set.
Audit trail
100%
Every entry has an activity log. Every entry is reversible. Every entry is IRS-defensible at year-end.
The methodology PDF includes our prompt graph, the COA mapping, the per-industry confusion matrix, and the exact transactions we currently miss. We don't hide them.
Eval methodology · 14 pages
Connectors
Ask your books from the AI you already use.
BooksGPT runs in your accounting workspace. It also shows up where you already work: through MCP for desktop AI apps and as a custom GPT for ChatGPT. Both OAuth-scoped, read-only.
Claude Desktop
JK
What was my Q1 2026 revenue, broken down by customer?
C
Q1 2026 revenue was $132,840.00 across 14 customers. Top 3:
Northwind Designs$28,400
Stripe Atlas$24,180
Lemon Co.$18,600
Cited from ledger · 47 invoices · trial balance ties
JK
Any concentration risk?
C
Yes. Northwind is 21.4% of revenue. Above the 20% threshold I'd usually flag for SMBs. Want me to model the cash-flow impact of a 30-day Northwind delay?
Reply to Claude…
ChatGPT
MR
Which expense category grew most month-over-month?
G
Contractors grew the most: +$3,840 (+42%) from April to May.
3 new vendors added+$2,910
2 existing vendors, raised rates+$930
That's outside your usual ±15% MoM range, already flagged for review in BooksGPT.
Cited · Apr-May 2026 · drillable
MR
Show the 3 new vendors.
G
Pinecone Labs LLC$1,400
Maya Design Studio$950
Form W-9 Co.$560
All 3 are net-new this month. None have W-9s on file yet. Want me to draft request emails?
Message ChatGPT…
Not affiliated with Anthropic or OpenAI. "Claude" and "ChatGPT" are trademarks of their respective owners. Connector UIs shown are illustrative.
What people are saying
Small businesses. Real books.
From plumbers to coffee shops to law firms, BooksGPT is replacing the bookkeeper-plus-QuickBooks stack across every kind of small business.
Replaces your current stack
The math, for a typical 1-10-employee business.
Real numbers: QuickBooks Online Essentials + a 12-hour/month bookkeeper at the BLS-published rate + year-end CPA cleanup. Versus BooksGPT lifetime + AI + the same CPA filing.
What you pay today
QuickBooks + bookkeeper + CPA
QuickBooks Online Essentialsper month
$65
Bookkeeper · 12h/moat BLS median $23.66/hr
$284
Year-end CPA cleanuptypical SMB
$1,500
Year-one total$4,188/yr ongoing
$5,688
With BooksGPT
Lifetime software + AI bundled + CPA filing
BooksGPT Businessone-time, AI included
$289
Monthly AI feenone, ever
$0
CPA filing handoffsame filing, less prep
$1,500
Year-one total$1,500/yr ongoing
$1,789
Bookkeeper rate from BLS OEWS 2024: median $23.66/hour for 43-3031 Bookkeeping clerks × 12 hours/month. Your numbers vary; the math holds within ±15%.
FAQ
Answers, sharp.
All
Pricing
Security
Setup
Year-end
Can BooksGPT actually do my books for me? Setup
Yes, completely. That's the whole point of the product. Every night, BooksGPT looks at every transaction from your bank, picks the right category for each one (99.9% accuracy on our published 50,000-transaction test set), matches transfers and refunds so nothing's double-counted, and builds your monthly summary by the 5th. You review the handful that need a human eye and approve them in one click. The bookkeeper line item on your monthly costs is the line that goes away.
Can it replace QuickBooks (or Wave, or whatever I'm on now)? Setup
Absolutely yes. That's exactly what BooksGPT is: a full bookkeeping platform with an AI accountant built in that runs 24/7. Cancel QuickBooks, route every transaction through BooksGPT, and you get back the categorizing, the reconciling, the monthly close, and a smart accountant you can ask questions of at any hour. Think of it as sitting somewhere between a personal bookkeeper and a personal accountant. On our published benchmarks, the AI is more accurate than a senior human bookkeeper (99.9% vs 97.4%), and it never sleeps. The only thing we leave to a human is signing the final tax return at year-end.
Which banks are supported, and how many can I connect? Setup
Over 12,000 US banks: every major brand (Chase, Bank of America, Wells Fargo, Capital One, Mercury, and the rest) plus thousands of smaller community banks and credit unions. Solo includes 1 bank connection; Business includes up to 3. The link is read-only and secured by the same industry-standard banking flow every major fintech app uses, and we're SOC 2 Type II certified, so your audit trail is independently verified. BooksGPT can see your transactions but it can never move your money. Importing the transactions themselves is always unlimited on every plan, no matter the volume.
Can BooksGPT do my taxes too? Year-end
Yes, most of it. BooksGPT prepares everything that goes into your return: your books closed, your numbers categorized, your year-end summary fully built. From there, two clean options: e-file yourself if you're comfortable, or hand the package to your CPA in a single email. We don't sign and file as your accountant ourselves. That's the one step we leave to a licensed CPA, so your return carries a real professional name behind it (and we recommend it for peace of mind).
Is the $189 / $289 really one-time, AI included? Pricing
Yes, that's the whole price. You pay once and you get the books software and the AI accountant for life, including every future update. No subscription, no surprise renewal email. The only thing metered each month is how much you ask the AI to work, and those limits are generous enough to cover most small businesses with room to spare.
What are the monthly limits, exactly? Pricing
Solo: the AI auto-categorizes up to 200 transactions a month, and you can have 10 in-depth conversations with it (about taxes, planning, deductions, whatever you need). Business: 4,000 transactions and 50 conversations. Importing from your bank is unlimited on both plans, so every transaction always lands in your books. The limits only apply to AI work, and they reset on the 1st of every month.
What if I go over a limit? Pricing
Nothing breaks, and your books keep updating. We email you at 80% so you can decide. If you need more room, flip on the 5× Boost ($15 that month) and both AI limits multiply by 5. Toggle it off the moment you don't need it. No annual contract, no upgrade pressure, no surprise bill at the end of the month.
Is my financial data safe? Security
Yes. Your books are encrypted at every step: when they travel between your bank and us, and again when they're sitting on our servers. We back up your data automatically every few hours, and you can download your entire ledger as a spreadsheet whenever you want. Read-only bank connections (we can see your transactions but we can never move your money). It's your data, and you can leave with all of it any time.
Do you use my numbers to train your AI? Security
No. The AI was trained on a separate set of bookkeeping data before you ever signed up. When you ask it a question, it reads your books to answer, but your transactions and conversations are never used to teach the AI for anyone else. Your business stays your business.
How long does setup take? Setup
About 10 minutes. Connect your bank, pick the kind of business you run (we already cover 12 common industries, including trades, retail, services, and e-commerce), and the AI starts categorizing your transactions the next night. The first month is the slowest, since the AI is learning your specific vendors. By month two, you'll only be reviewing the occasional unusual transaction. By month three, it's nearly hands-off.
Can I bring my old books over from QuickBooks or Wave? Setup
Yes. Export your file from whichever software you're on now, drop it into BooksGPT, and we'll bring everything across in about 15 minutes. We double-check that your balance sheet still balances against your last bank statement before anything goes live, so you don't have to second-guess what came over. No AI subscription needed for migration.
Can I ask my books questions inside ChatGPT or Claude? Setup
Yes. We have a free add-on for ChatGPT and Claude. Install it once, then ask things like "What did I spend on contractors last quarter?" or "Show me my biggest customers this year" right inside the AI you already use. It can only read your books from those apps, so you can't accidentally post a journal entry or move money. The real work still happens inside BooksGPT itself.
What if the AI gets a transaction wrong? Year-end
You'll see it before it matters. The AI only auto-posts transactions it's sure about. Anything iffy waits in a daily review queue for one click of approval, change, or rejection. Every entry has a one-click undo, and your monthly summary flags anything unusual (a charge 4× the usual size, a new vendor, etc.), so the rare mistake is caught long before your CPA ever sees the books at year-end.
Will my accountant be happy with the year-end handoff? Year-end
Yes. At year-end you click "Send to my CPA" and we generate everything accountants already use: profit & loss, balance sheet, trial balance, general ledger, and a line-by-line mapping to whichever tax form your business files (Schedule C if you're a sole proprietor or single-member LLC, 1120-S for an S-corp, 1065 for a partnership). The first year, expect a 30-minute call so your CPA confirms it's how they want it. After year one, it's usually a single email.
Books, done. Before breakfast.
Books software + AI accountant, bundled into one lifetime price. Two generous limits a month. That's the whole pricing page.