One AI-native 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.
Live workspace preview
What is inside?
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.
Auto-posted rules, smart categorization, and split detection keep your ledger current without manual cleanup.
Month-end checklists, reconciliation trails, and audit logs ensure books are always inspection ready.
Driver-based scenarios, runway analysis, and AI narratives turn raw data into decisions.
Budgets, savings goals, and household cash flow without business noise.
Keep personal and business ledgers separate, each with its own subscription and team.
Role-based access, encrypted data, and immutable audit trails for every AI action.
Three roles, one platform
BookOS maps directly to bookkeeping, accounting, and CFO needs so you never outgrow the platform.
Bookkeeper
Accountant
CFO
Personal and business are different
Personal workspaces focus on household budgets. Business workspaces focus on close, invoicing, and performance.
Personal finance
Business finance
Clear pricing
Each workspace has its own subscription so personal and business data stay clean.
Security built in
BookOS keeps data locked, logged, and explainable.