Automated Daily Bookkeeping for QuickBooks Online
Connect once, and AI handles your daily bank feed, categorizing transactions and matching documents while you focus on what matters. Works for firms managing client books or business owners doing their own.
What you get from day one
AI Chain-of-Thought for Transaction Categorization
Available at launchAI categorisation that achieves 90%+ accuracy from day one, improving over time as it learns your patterns. The AI 'thinks out loud', ensuring more precise classification and fewer manual adjustments.
- Deeper Context Understanding, thoroughly reviews each transaction's context before deciding on a category
- Historical Data Referencing, learns from your past transaction patterns for more accurate predictions
Performance Insights & Monthly Reporting
Available at launchEnhanced reporting tools now reveal how many transactions were processed by the AI Bookkeeper vs. an accountant, giving you clear visibility into efficiency and savings.
- AI Efficiency, see the exact number of transactions handled by AI each month
- Cost & Time Savings, track how much manual labor you're saving
- Accuracy Rate, 90%+ accuracy for your bank feed
Fully Transparent, Detailed Logs
Available at launchSay goodbye to mystery categorizations. For every transaction you'll now see the full reasoning behind each AI suggestion.
- Reasoning Behind the AI's Suggestion, understand exactly why a category was chosen
- Influential Historical Transactions, trace which past entries guided the AI's decision
- Class / Project / Customer Matching, see how each transaction aligns with the right tag
Easy 'Skip by Stop Keywords' Feature
Available at launchNeed to exclude certain transactions from automated categorization? The Stop Keywords feature lets you configure this in Business Settings.
- Flexible Control, fine-tune which transactions you prefer to handle manually
- More Efficient Workflow, avoid reverting AI categorizations when they're not needed
Categorize transactions 5× faster
Reconci learns your categorisation patterns from your existing transaction history and applies them automatically, achieving 90%+ accuracy from day one and improving with every transaction you review.
Smart Category Matching
Uses client historical categorization data and similarity search to automatically find the right category, every time, across your entire chart of accounts.
Class, Project & Location
Reconci.ai treats all fields equally. Optional fields like Class, Project, and Location get smart suggestions based on your historical reconciliation patterns.
Tax Rate Coverage
Get your taxes covered no matter where a company is located. The AI applies the correct tax rate based on jurisdiction and transaction type.
Client Comment-Driven Categorization
Automatically categorize transactions even without your direct input, simply have your client leave a comment on the transaction and the AI takes it from there.
Communicate with your clients faster
One click can lead to a better P&L, less manual work, and thankful clients. Or you can continue with many emails, phone calls, and stressed-out clients. The choice is yours.
One-Click Client Questions
Send transaction queries to your clients in a single click. No drafting emails, no tracking threads, just faster communication and better books.
Split & Assign to Specific Users
Split transaction questions between different users and select exactly who you want to ask. Route the right questions to the right people every time.
Full Query Tracking
See all transactions sent to clients, when they were sent, to whom, and when the last email reminder was triggered. Complete visibility, zero guesswork.
Customizable Client View
Control exactly what your clients can see and how they can respond. Add or remove any field with one click to tailor the experience for each client.
Import and manage documents easy and in bulk
Stop handling documents one at a time. Reconci.ai streamlines your entire AP workflow, from bulk uploads to automatic matching in QuickBooks Online.
Bulk Document Upload
Stop uploading documents one by one. Upload invoices, bills, and receipts to Reconci.ai in bulk with just a few clicks, saving hours every week.
Unique Client Email Address
Generate a unique email address per client. Share it with them so they can upload documents directly, no more downloading, re-uploading, or transferring files manually.
Flexible Workflow Modes
Choose between Basic (simplified flow, no editing or exporting) or Advanced (full control). Pick the mode that fits your firm's process.
Export with Original Document
Always have a reference to the original document directly in QuickBooks Online. Every export includes the source document for full traceability.
Google Drive and Dropbox document sync is coming in a future update.
Smart warnings that prevent mistakes
Get intelligent assistance with reconciliation, featuring history checks and suggested options so you always make the right call.
Payee History Alerts
Get warned about possible mistakes before they happen. The AI checks whether a transaction with a specific payee has ever been categorized differently, and flags the inconsistency.
Multi-Category Suggestions
When a category has multiple plausible matches, the AI researches the context and notifies you that the selected category is one of several options, so you always make an informed decision.
Two-Way QuickBooks Sync
Full bidirectional sync means changes in QBO reflect in Reconci.ai instantly, and vice versa.
Fast & Hassle-Free Transaction Sync
All transactions sync automatically, fast and without manual intervention. Your books stay current in real time.
Customers & Vendors Sync
Don't worry about customer and vendor data, Reconci.ai syncs it automatically so you never have to set it up again.
Seamlessly connected to QuickBooks Online
Connection to your accounting system has never been this fast or easy. Reconci.ai syncs transactions, customers, vendors, and additional information automatically, so you can focus on the work that matters.
We love doing the boring part of bookkeeping, so you don't have to.
Manage all your clients in one place
Track the progress of all your clients from a single, unified dashboard. No more switching between systems or losing track of where things stand.
All Clients in One Place
Manage every client from a single system. No more toggling between tabs, logins, or spreadsheets to get a picture of your portfolio.
Essential Identifiers on One Dashboard
Track the performance of all your clients at a glance. Reconciliation rate, AI coverage, pending items, all on one screen.
No More Back-and-Forth
Reconci.ai saves you from switching between different systems and businesses. Everything you need to manage client books is in one unified workspace.
Clients Managed
24
+3 this month
AI Accuracy Rate
90%+
Chain-of-Thought
Transactions Auto-Processed
4,832
This month
Hours Saved
46 hrs
vs manual bookkeeping
Everything your QBO workflow needs
Intelligent Learning from Historical Data
- Analyzes up to 2 years of your business's financial history in QuickBooks Online
- Understands your unique categorization, chart of accounts, classes, and tax applications
- Applies learned patterns to new, similar transactions for accurate categorization
Human-Like QuickBooks Interaction
- Operates directly within QBO, mimicking expert bookkeeper actions
- Intelligently categorizes new vendors based on historical patterns
- Accesses and processes data beyond typical API limitations
Full Automation of Bank Feed Transactions
- No pre-categorization required, works right out of the box
- Instant processing as transactions appear in your feed
- Eliminates 'uncategorized' workarounds permanently
Advanced Matching and Reconciliation
- Automatically pairs payments with corresponding bills and invoices
- Eliminates the need to undo categorizations for payment matching
- Handles complex split transactions and multi-invoice payments
Collaborative Intelligence
- Asks for human input when confidence level is below 90%
- Provides suggestions for unclear transactions to enhance accuracy
- Continuously learns from manual approvals and direct GL changes
Continuous Learning and Improvement
- Retrains its model daily based on human interactions and changes
- Constantly refines understanding of your business's financial patterns
- Increases automation accuracy over time, reducing human intervention
Beyond what the QBO API can do
Reconci connects to QuickBooks Online through the official API, the same secure channel Intuit certifies for all third-party apps. That means no screen scraping, no browser automation, and no risk to your QBO data. Every action Reconci takes creates an audit trail. Every write-back can be undone. Your books stay yours, we just do the work faster.
Ready to automate your QuickBooks bookkeeping?
Watch as our AI Bookkeeper processes transactions with precision via the QuickBooks API, without manual effort. Adapts to your needs, improves over time, and keeps your books organized.