Bookkeeping + Accounting + CFO

One agentic platform for every money role.

BookOS brings real-time bookkeeping, close-ready accounting, and CFO-grade planning into a single workspace. Run personal finances and business books separately with shared intelligence.

Start a business workspaceStart personal finance
US-first. Bank integrations available.Teams for businesses and families.

Live workspace preview

Always-on close readiness
Demo
Auto-posted transactions82%
Tasks queued for review6
Cash runway14.6 months
What is inside?
AI bookkeeper, accountant, and CFO agents collaborate on the same books, with review history and explainable postings.

Built for the full finance loop

Connect your bank feed, auto-categorize, and keep clean ledgers with AI oversight. Everything stays ready for close and reporting.

Agentic core
Bookkeeping
Daily accuracy and clean categorization
Live
  • Auto-categorize and split detection
  • Inbox review with AI confidence
  • Rules that auto-post to the ledger
Accounting
Close-ready books and reconciliations
Close
  • Bank reconciliation with review history
  • Statement generation (P&L, balance sheet, cash flow)
  • Close checklist with status tracking
CFO
Forecasting and decision support
Strategic
  • Scenario modeling and runway analysis
  • Variance insights and narrative summaries
  • Live documents for board-ready reporting

Three roles, one platform

BookOS maps directly to bookkeeping, accounting, and CFO needs so you never outgrow the platform.

Bookkeeper

Daily accuracy
Auto-categorize & split
Always-on transaction hygiene
Live
Inbox review
Confidence + review history

Accountant

Close-ready books
Reconciliation workflow
Bank feed + ledger tie-out
Statement generation
Profit, balance, cash flow

CFO

Strategic planning
Forecasts & scenarios
Runway + sensitivity
AI narratives
Explain variance + actions

Personal and business are different

Personal workspaces focus on household budgets. Business workspaces focus on close, invoicing, and performance.

Personal finance

Families and individuals
Personal
Budgets & goalsIncluded
Family members (spouse, parent, child)Included
Net worth & savings rateIncluded

Business finance

SMBs across industries
Business
Close checklist + review historyIncluded
Invoice trackingIncluded
Team roles (admin, accountant)Included

Clear pricing with built-in guardrails

See the essentials up front, then expand for limits and comparisons.

Every workspace starts with a 7-day Growth trial. No card required.

Starter

Individuals & students
$9/mo
  • 1 personal workspace
  • 1 bank connection (weekly refresh)
  • Budgets, goals, and net worth
Usage limits
  • 15 AI actions/day
  • 1.0M AI credits/month
  • 50 receipts/month
  • 3 active projects
Start personal

Growth

Families & high net worth
Most Popular$24/mo
  • 2 personal workspaces
  • 3 bank connections (daily refresh)
  • Advanced insights & planning
Usage limits
  • 60 AI actions/day
  • 4.0M AI credits/month
  • 200 receipts/month
  • 10 active projects
Start growth

Security built in

BookOS keeps data locked, logged, and explainable.

Audit logs
Every AI action is recorded.
Role-based access
Teams get only what they need.
Encrypted data
At rest and in transit.