CashBooks AI
Core accounting automation that actually works. Cash-basis bookkeeping on autopilot. Zero onboarding friction. Scale without hiring.
From sign-up to cash books in 15 minutes
No sales calls
No onboarding calls
Just clean cash-basis books - fast
Accounting firms using CashBooks AI
60 hrs saved/month
3× faster growth
90% fewer errors
Your AI bookkeeping platform
Bank feed & categorization
Automate coding and document intake
25,000+ bank and credit card integrations
99%+ categorization accuracy
Cuts manual entry hours by up to 80%
Reconciliation & month-end closing
Close books 5x faster
Real-time reconciliation workflows
AI variance analysis and approvals
Shortens close cycles by days
Quality of books
Audit-ready financials, every time
Automated variance checks and anomaly alerts
Continuous ledger monitoring
Reduces review time by 60%
Powered by Docyt HpAI
Built exclusively for accounting automation
128B+ Accounting data points
20+ Industry verticals trained
Run your practice with ease
Cash-basis books. Ready in 15 minutes. Built for accounting firms who don't have time for onboarding calls. Your client's data goes in, clean books come out. Automatically.
Unified client dashboard
Real-time financials, not after-the-fact reports
Continuous reconciliation with live status tracking
Instant visibility into client progress
Audit-ready at any time
Simplified client communication
Built-in communication where work happens
AI creates and manages tasks
Messages turn into tracked actions
Conversations linked to transactions
Seamless client collaboration
Engage clients and close books faster with branded tools and AI-powered workflows
Auto-fix broken bank connections
AI chat replies and document requests
Flagged transaction workflows for faster review
Why our customers love us
These were the cleanest statements we’ve ever seen. It made tax prep so much easier.
Christa Wells | Managing Partner, J M Keehn
Simple, transparent pricing
Everything you need to keep your books current and tax-ready. No hidden fees, no surprises.
$149
$99
per month
After your free trial. Everything included. No hidden fees. Cancel anytime.
Start 7 day Free Trial
Everything included:
- AI document triaging & organization
- Custom chart of accounts setup
- Cash-basis P&L and Balance Sheet
- Automated workflow processing
- Receipt capture & management
- Email support
- Smart bank feed categorization
- Conversational AI assistant
- Unlimited transactions
- Bank & credit card connections
- Tax-ready financial reports
- Regular feature updates
Ready to scale your practice?
Capterra 4.6/5
Apple App Store 4.6/5
G2 4.9/5
