AI bookkeeping agent for monthly close

Bookkeeping, done
every month for $100.

BookClose AI closes the books for small businesses with AI-assisted transaction review, focused follow-up questions, and tax-ready reports.
Built for monthly bookkeeping, not personal finance tracking.

Monthly Close Tax-Ready Books $100/mo

Monthly Close

April books in progress

73% complete

Transactions

184

17 need evidence

Reports

P&L

Draft ready

CPA package

Open

3 items left

Amazon Web Services

$84.62

Pacific Office Supply

$213.19

Stripe payout

$4,812.44

Mobile

Needs answer

Upload receipt for Pacific Office Supply?

BookClose AI email thread

Reply with context and BookClose AI updates the accounting workflow behind the scenes.

One service, three ways to work: review your books in the web app, check tasks from mobile, or reply to BookClose AI emails with receipts and accounting context.

An agent for the work that blocks the close.

BookClose AI reviews transactions, tracks evidence gaps, reconciles supported accounts, and keeps the close moving through the app and email.

Web accounting workspace

Review transactions, connected accounts, reconciliation blockers, reports, invoices, bills, vendors, and close status from the browser.

Mobile access

Check open questions, share receipts, and keep up with bookkeeping tasks when you are away from your desk.

Email follow-up workflow

Reply to BookClose AI messages with receipts, statements, and answers to the questions blocking your close.

How it works

01. Subscribe  →  02. Connect  →  03. Review

01

Subscribe & Onboard

Create an account, subscribe to the $100/month plan, and add your business details.

02

Connect Business Accounts

Use Stripe Financial Connections to grant read-only access to your business bank and card accounts.

03

Review in app or email

BookClose AI keeps the close moving, flags open questions, and prepares monthly reports you can review from software or 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, reconciliation blockers, 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
StartSubscribe to start
BookkeepingAI-assisted, evidence-backed
Total
$100.00/mo