AI-Powered Accounting
Automation for CPAs

Transform your accounting practice with intelligent automation. From OCR to reconciliation, we handle the complexity so you can focus on what matters.

95%
Time Saved on Reconciliation
99.8%
Accuracy Rate
N:N
Document Matching

The Challenges Accountants Face

⏰ Time-Consuming Manual Work

Hours spent manually matching invoices to bank transactions, entering data, and reconciling accounts.

🔍 Complex N:N Reconciliation

Matching multiple documents to multiple transactions when names don't match perfectly.

📄 Document Processing

Extracting data from various invoice formats, receipts, and documents manually.

🔄 System Integration

Juggling between bank portals, document storage, and ERP systems.

Intelligent Automation Features

Powered by AI agents and advanced machine learning

🤖

AI-Powered Reconciliation

Advanced N:N matching engine that intelligently links multiple documents to multiple transactions, even when customer names differ.

📸

Intelligent OCR

Extract data from invoices, receipts, and documents automatically. Supports multiple formats and languages.

🏦

Bank Integration

Automatic fetching and parsing of bank transactions through secure Open Banking APIs. Real-time synchronization.

🔄

ERP Sync

Seamless integration with Xero and QuickBooks. Automatic ledger entry creation and posting.

💬

AI Chat Assistant

Natural language interface powered by OpenAI. Ask questions, get insights, and perform actions through conversation.

🎯

Fuzzy Name Matching

Intelligent matching algorithm that handles variations in company names, typos, and abbreviations.

How BookWorks Works

Four simple steps to automated accounting

1. Connect Your Systems

Link your bank accounts and ERP system (Xero/QuickBooks). We securely fetch transactions and documents.

2. Upload Documents

Upload invoices, receipts, and other documents. Our OCR engine extracts all relevant data automatically.

3. AI Reconciliation

Our AI agents match documents to transactions using intelligent N:N matching, handling complex scenarios and name variations.

4. Auto-Post to ERP

Review and approve matches. Ledger entries are automatically created and posted to your ERP system.

Why Choose BookWorks?

Transform your accounting practice

Save 95% of Time

What used to take hours now takes minutes. Free up your team to focus on high-value advisory services.

🎯

Increase Accuracy

Eliminate human error with AI-powered validation and matching. 99.8% accuracy rate across all transactions.

📈

Scale Your Practice

Handle more clients without hiring more staff. Our automation scales with your business.

💰

Reduce Costs

Lower operational costs through automation. Typical ROI within the first 3 months.

Get Started Today

Ready to transform your accounting practice? Contact us for a personalized demo.