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Bookkeep automates revenue accounting

Product Overview Infographic

Apps and Docs Inbound

We have channels that are connected by API. We also allow you to email pdf and csv files for channels that are not connected by API.

Bookkeep Platform and AI

Our platform normalizes and processes inbound sales and payments data and then it creates summary daily journal entries. AI is used to normalize and process pdf and csv files.

Post to Accounting Platforms and APIs

We post daily summary journal entries to accounting platforms and also allow financial data to be extracted via API by authorized users

Apps and Docs Inbound

We have channels that are connected by API. We also allow you to email pdf and csv files for channels that are not connected by API.

Bookkeep Platform and AI

Our platform normalizes and processes inbound sales and payments data and then it creates summary daily journal entries. AI is used to normalize and process pdf and csv files.

Post to Accounting Platforms and APIs

We post daily summary journal entries to accounting platforms and also allow financial data to be extracted via API by authorized users

Core Features

All plans include these features because everyone should have the best experience

Daily summary email

Daily email with summary of all your channels and businesses

Unlimited users

Add your company staff, accountant or other stakeholders at no additional cost

Repost

Repost financial data to your accounting platform on demand if accounts are re-mapped

Refresh source data

Refresh new data from your source application into your accounting platform

Canadian sales tax

QBO Canadian sales tax support for Square, Stripe, Shopify and Squarespace

Preview before posting

Preview journal entries before connecting your accounting platform

Cost of goods sold

Cost of good sold reporting for Shopify, Meadow and Treez

Knowledge base

Industry leading comprehensive knowledge base

Bookkeep edit

Edit data in Bookkeep, including deleting journal entries

5 star support 👏

Chat, email, and video call support

Daily revenue reporting

Connect your revenue apps for daily financial summaries posted to your accounting platform

Multi-currency

Multi-currency support for QBO and Xero. Bookkeep can even convert currencies for you.

Bank deposit breakdown

Get a breakdown of deposits displaying the sales day it ties out to, available for Square and Shopify

Direct link to
accounting entry

Jump to the journal entry or bank transaction in your accounting platform from within Bookkeep

Create and map accounts

Create new general ledger accounts in Bookkeep while mapping your data via our “magic wand” tool

App specific features

Features by channel

We are constantly adding new channels and new features. You can access any of these on a given plan, subject to the max channel per plan.

Features by accounting platforms

Looking for another accounting platform? Chat us about it. It might be on our roadmap.

Journal entries Multi-currency Canadian sales tax Delete
QBO
Xero
Netsuite (beta)
Sage Intacct (beta)

Your data via the Bookkeep API, available for all your other data needs

Need to have your data from all your apps available for reporting, auditing, credit or risk management?

Using the Bookkeep API, you can do that.

Checkout our api docs.

API Graphic