An AI bookkeeper you can talk to

Ask your books a question.Get an answer. Not another menu.

Boss Bookkeeping is built for small business owners who feel buried in QuickBooks. Connect the bank. Talk to an AI bookkeeper. See a clean P&L. We are not trying to out-feature Intuit — we are the simpler desk for people who just need the numbers.

1 business + 1 Personal included · extra companies $10/mo · cancel anytime

AI Bookkeeper

Talking to Taste CLE · live books

Online
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$39

per login / month

$10

each extra company

600

AI credits included

1 + 1

business + Personal

Why this exists

QuickBooks can do everything. Most owners needed something they could finish before dinner.

Human bookkeeping firms (Bench, Pilot, and the rest) start around a few hundred dollars a month. Accounting suites try to be the operating system for every industry. We built a third path: software priced like software, with an AI bookkeeper in the chair.

Not another 200-report suite

If you do not have a warehouse, a payroll department, or class tracking across twelve locations, you should not have to click through that software to find last month’s profit.

Not a $300/month firm

Those services are great when you want a human to close the books for you. If you want to ask a question at 10pm and get an answer from your own data, that is us.

A bookkeeper you can talk to

Type or speak. Categorize. Make a rule. Run a P&L. The AI works on the company you have open — your restaurant books stay out of Personal, and the other way around.

The product

An AI-powered bookkeeper. You ask. It works the books.

This is the push. Not a chatbot that recites help articles — a bookkeeper that can look up charges, change categories, write rules, scan the pile, sync banks, summarize P&L, and draft invoices for the company you are in.

“What did I spend on clothes last month?”
“Categorize this Costco charge as Groceries.”
“Always book Uber as Transportation.”
“Show this year’s profit and loss.”
“List uncategorized transactions.”
“Sync my connected banks.”
“Run a Category Scan.”
“Create an invoice for a client.”
“How much have I paid contractors this year?”
“Remember: Taste CLE books Square fees as Payment Processing.”

Type or talk — voice works in the bookkeeper. It remembers how this company books (vendors, policies, the weird Square fee) and does not leak that into your other businesses.

Designed for owners

Small businesses. Not inventory empires.

Built for

  • Restaurants, shops, and local service businesses
  • Consultants, freelancers, and agencies
  • Owners with one or two companies plus a personal life
  • Landlords and rental LLCs booking rent, repairs, and mortgage interest
  • People who opened QuickBooks and felt behind on day one
  • Anyone who wants to ask “what did I make?” and get an answer

Not built for

  • Manufacturers and warehouses with heavy inventory
  • Enterprise teams that need a full ERP
  • Replacing a controller and a $400/month bookkeeping firm
  • Being “QuickBooks, but with more buttons”

Everything in the $39 login

The books, the banks, the receipts, and the bookkeeper. Extra companies are $10. We did not hide the real product behind a “Plus” SKU.

Talk to your books

Ask questions in plain English. The AI Bookkeeper looks up transactions, changes categories, and remembers how this company books.

Bank sync

Connect checking, savings, and cards with Plaid. Transactions land automatically so you are not typing from a statement.

Category Scan + rules

AI suggests categories. You teach it once — “always book Speedway as fuel” — and new charges follow the rule.

Receipt vault

Snap a photo or upload a file. We read the receipt and help match it to the bank line.

Reports you will actually open

Profit and loss, by category, by company. Ask the bookkeeper for a year-to-date snapshot instead of hunting menus.

Invoices and cards

Bill clients, take card payments, and keep the money on that company’s books — not mixed into a personal card dump.

Business + Personal

One login includes a business and a free Personal account. Keep rent and groceries off the P&L without a second subscription.

Contractors and 1099s

Contractors fill out their W-9 from a link we email. We track who you paid, total what is reportable, and send it to your own Avalara account, where you e-file.

Accountant access

Invite your accountant to the company. They can read the yearly profit and loss and download 1099 scans. They cannot change the books.

Rental properties

Schedule E categories for rent received, repairs, utilities, mortgage interest, property taxes, insurance, and management fees. A rental LLC can be its own company.

Bills, mileage, and repeating charges

Track bills, log business miles, and keep subscriptions and other repeating charges from getting lost.

Loans, investments, and net worth

Connect loans and brokerages, record assets such as a rental property, and see what the company or household is worth.

Catch up on past years

Work older years from statements, review each tax year, and export a file when the accountant is ready for it.

How it works

STEP 01

Connect the bank

Link accounts with Plaid. Checking, savings, cards. Personal and business stay in their own companies.

STEP 02

Let the bookkeeper work

Category Scan, rules, and a conversation. Teach it once. Ask it whenever something looks off.

STEP 03

Run the business

Invoice, snap receipts, book a rental, check P&L, and invite your accountant when the year is ready.

Pricing

$39 a month. One honest plan.

Software for owners — not a quote that scales with “monthly expenses.” Extra companies are a line item, not a sales call.

The plan

Boss Bookkeeping

$39/ month / login

Includes 1 business and 1 free Personal account. AI credits are shared on the login.

  • AI Bookkeeper you can talk to
  • 1 business company
  • 1 free Personal account
  • 600 AI credits every month
  • Unlimited bank connections
  • Category Scan and automatic rules
  • Receipt capture
  • Profit & loss reports
  • Invoices and clients
  • Bills, recurring charges, and mileage
  • Contractors and 1099s
  • Accountant access — read-only P&L and 1099s
  • Rental property categories (Schedule E)
  • Loans, investments, assets, and net worth
  • Catch-up for prior tax years
Get started

Extra companies

$10 / month each

Second restaurant, a rental LLC, a side brand. Same login. Separate books. Personal stays free.

More AI when you need it

600 credits reset every month. If you run a lot of Category Scan or long bookkeeper threads, add a pack:

$10 · 400 credits

$25 · 1,200 credits

Purchased credits roll for 12 months.

Boss BookkeepingTypical accounting suiteHuman bookkeeping firm
Starting price$39 / month$35–$99+ software, still DIY$299–$499+ / month
Who it’s forOverwhelmed ownersEvery industry, including inventoryHands-off close
Talk to the booksYes — AI BookkeeperMenus and reportsEmail the firm
Extra company$10 / monthOften another subscriptionAnother engagement
Personal booksIncludedUsually mixed in or extraUsually not
Accountant accessRead-only P&L and 1099sUsually another user seatThey already hold the file
Rental propertySchedule E categoriesOften a separate setupYou explain the property

Suite and firm ranges reflect public 2026 list prices for QuickBooks Online tiers and services such as Bench or Pilot. We are not those products — this is a fit comparison, not a feature war.

Questions

No. QuickBooks is a full accounting suite built to cover inventory, payroll add-ons, and every industry. Boss Bookkeeping is for owners who opened QuickBooks, felt lost, and just need clean books plus someone — an AI bookkeeper — they can ask. If you run a warehouse or a 40-person finance team, stay where you are.

Stop fighting the software. Ask the bookkeeper.

$39 a month. A business, a Personal account, and an AI bookkeeper that works your books — not a second career in accounting software.

Not sure how to move over?

The help center shows the clicks for connecting a bank, importing clients, and sending the same invoice every month. If you would rather have that done with you, ask for a move-over. You still approve the bank login. The setup fee is confirmed before anything is charged.