Agentic Bookkeeping & Finance
One platform for every finance role.
BookOS brings real-time bookkeeping, close-ready accounting, and CFO-grade planning into a single workspace. Run personal finances and business books with shared intelligence.
Live preview
AI-powered ledger readiness
Auto-posted transactions82%
Data quality scoreHigh
Cash runway14.6 mo
AI
“Your tax exposure is optimized for the current quarter.”
Built for the full finance loop
Connect bank feeds, auto-categorize, and maintain clean ledgers with AI oversight. Everything stays ready for close and reporting.
Bookkeeping
Daily accuracy with auto-categorization and intelligent rules.
Accounting
Close-ready books with bank reconciliation and statement generation.
CFO
Strategic planning, scenario modeling, and variance analysis.
Clear pricing with built-in guardrails
See the essentials up front, then expand for limits and comparisons.
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
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
Security built for trust
BookOS keeps data locked, logged, and explainable with role-based access and full audit transparency.
SOC 2 compliant infrastructure
End-to-end encryption at rest
Full AI explainability and logs
Audit Trail
10:42 AMAI categorized Receipt #422
09:15 AMAdmin approved reconciliation
YesterdayBank feed synced (42 txns)