booxie. aı

Bookkeeping to Bookkept™

Bank Statement Chaos,
Meet Smart Order.

Drop your bank or credit card statement and watch every transaction get automatically matched to the right vendor, account, and outstanding bill — then imported into QuickBooks Desktop, QuickBooks Enterprise, and QBO in one click.

Join the Waitlist See How It Works
0%
Match Accuracy
0 sec
Per Statement
0-Click
Statement → QB
HOW IT WORKS

Three Steps. Zero Headaches.

Smart Banking Dashboard 3 ready Bank Feeds 3 Uploaded Statements Business Credit Card ····9999 American Express Credit Card None to review Last checked 9:08 PM Re-sync Business Checking ····0000 Operating Account 2 ready Last checked 9:08 PM Review → Re-sync Savings ····1111 Bank - Savings 1 ready (1 new) Last checked 9:08 PM Review → Re-sync Money Market ····2222 Reserve Account 1 ready (1 new) Review → Re-sync
1

Bank Feeds

Fast, accurate bank/credit card feeds or upload in any format, any institution — we handle it.

Transaction Matching 97% done Date Description Vendor Account Amount 01/15 AMZN MKTP US*2R7... Amazon Office Supplies -$84.32 01/16 VERIZON WRLS*PAY Verizon Telephone -$142.87 01/17 ACH PMT STAPLES Staples Bill #1047 -$312.00 01/18 DEP TRANSFER ACH Acme Corp Inv #2290 +$1,500
2

Smart Match

Intelligently matching every transaction to the right vendor, GL account, and open bills or invoices - just the way you would.

Import to QuickBooks Transactions 47 Matched 46 Net Amount -$12,847 Sending to QuickBooks Desktop... 86% ✓ 40 checks imported ✓ 4 bill payments linked ✓ 2 invoice deposits applied ▶ Importing deposit #47...
3

Send to QuickBooks

One-click import pushes reviewed transactions straight into QuickBooks Desktop.

BookkeepingtoBookkept™

Started at 9:15 AM

Done at9:15AM

  • Open company in QB
  • Enter and categorize Amex and bank txnsline 1 of 218
  • Key in the invoices0 of 14
  • Match the September bills0 of 11 bills entered
  • Email Dana re:chk4471 was for

Completed in 9 hours 4 minutesGo home. Finally.

Started at 9:15 AM

Done at9:15AM

  • Log into Booxie
  • Approve the Amex and bank txns218 lines matched
  • Approve auto-matched invoices14 linked to deposits
  • Approve auto-matched September bills11 matched to payments
  • Client Review link sent to Dana re:chk4471

Completed in 1 hour 8 minutesGo home.

CAPABILITIES

Every Transaction, Perfectly Placed.

Vendor Matching

Correctly match transactions to your existing QBs vendor list. Transactions with new vendors are flagged for easy add.

GL Account Mapping

Transactions are automatically categorized to the correct chart-of-accounts entry based on learned patterns.

Bill Matching

Outgoing payments are matched against open bills by amount, vendor, and date so payables stay clean.

Invoice Matching

Incoming deposits are linked to outstanding invoices, closing receivables automatically.

Transfer Detection

Inter-account transfers are identified and routed correctly so they don't create phantom income or expenses.

Duplicate Protection

Intelligent de-duplication prevents the same transaction from being imported twice, even across overlapping statements.

Ready to Stop Doing This by Hand?

Join the early access list. We'll let you know the moment Smart Banking goes live.

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