AI bookkeeping agent for monthly close

Bookkeeping, done
every month for $100.

BookClose AI cleans up transactions, flags the questions that block the close, and prepares monthly reports for tax-preparer review.

Monthly Close Tax-Ready Books $100/mo No spend cap for simple books
Just talk to it

No new software to learn.

Interact entirely through email. BookClose AI flags missing evidence, and you simply reply like you would with a human bookkeeper.

9:41
Search in emails
U

Missing receipt: Pacific Office Supply

Inbox
Logo
BookClose AI9:42 AM
to me ▾
Hi! Can you provide the receipt for Pacific Office Supply ($213.19) from April 12th? Just reply with the photo.

An agent for the work that blocks the close.

BookClose AI tracks evidence gaps and keeps the close moving wherever you work.

Web Workspace

Full visibility into accounts & reports.

Mobile Access

Upload receipts from anywhere.

1

Email Workflow

Reply directly with missing evidence.

How it works

01. Subscribe  →  02. Connect  →  03. Review

1

Subscribe & Onboard

Create an account and add your business details.

2
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Connect Accounts

Grant read-only access to your bank via Stripe.

3

Review Monthly

BookClose AI prepares reports you review via email.

Built around the monthly bookkeeping close.

Transaction review

Bank-feed cleanup, vendor rules, invoices, bills, and double-entry posting organized around clean monthly books.

Close package

Monthly P&L, balance sheet, reconciliation notes, and open questions that make the books easier to review.

Tax-ready records

Reports and supporting context prepared so your CPA has cleaner, more explainable books to work from.

Focused follow-up

Missing evidence requests, duplicate candidates, and unusual transaction flags without asking about every small charge.

Bank-Grade Security

We strictly adhere to security standards.

Your data is encrypted at rest and in transit.

We never see your login credentials.

  • Stripe Financial Connections

    Your bank credentials are handled entirely by Stripe — we never see, store, or have access to your login information.

  • AES-256 Encryption

    Military-grade protection for all sensitive data.

  • Read-Only Access

    We can never move, transfer, or withdraw funds.

Your Bank

Chase, BofA, Wells Fargo, and 12,000+ institutions

Financial Connections

Handles all authentication & credential storage

BookClose AI

BookClose AI

Read-only transaction data. No credentials stored.

Your login credentials never leave Stripe's infrastructure. We only receive read-only transaction data.

BookClose AI Monthly Close

One plan for small-business bookkeeping

ServiceMonthly close bookkeeping
BillingMonthly
Monthly spendNo cap for simple books
StartSubscribe to start
BookkeepingAI-assisted, evidence-backed
Total
$100.00/mo

Fixed price is based on simple books, not monthly revenue or spend. High-volume, payroll, inventory, sales tax, or multi-entity books may need a custom review before the monthly close begins.