Snap a receipt and connect your bank. BookSmrt records, matches and reconciles every transaction on its own, then asks you only what only you know.
Now in private beta. Moving from QuickBooks Online is built in.
Most bookkeeping software still makes you do the bookkeeping: open the bank feed, pick a category from a long list, match the receipt, then reconcile it all again at month end. Here is one receipt, both ways.
It read the receipt, found the matching card charge, chose the category from your past records, attached the photo and recorded it. Already reconciled.
The usual-way steps follow a typical bank feed review in QuickBooks Online. Your setup may differ.
Connect your bank and cards once. Snap receipts on your phone or forward bills by email. BookSmrt reads each one, keeps the original, and pairs it with the right bank line.
It records each transaction in a real double-entry ledger, using your business’s own rules and history. No “for review” pile. No end-of-month catch-up.
When a fact is genuinely missing, like whether a purchase was for the business, BookSmrt asks one plain question instead of guessing. Answer with a tap. Try it.
Was the $142.48 Hardware Haven receipt for the bakery or personal?
No report menus, no filters, no exporting to a spreadsheet. Ask the way you’d ask a bookkeeper who knows every receipt you’ve ever had.
Answers come from your own records, and every figure links back to the transactions behind it. Example figures are for a made-up bakery.
Sterling, BookSmrt’s AI CFO, reads your books overnight and writes you a short, honest note: what changed, what to watch, and what to do this week. Every number is backed by your records.
Available for Books and Pro. Forecasts are always labelled as estimates.
Sales are on track for your best month this year, and you have $14,610 in the bank, about seven weeks of costs. Your margin slipped to 61% because ingredient costs rose 9% since August.
This week: ask Flour Mill Co-op about a bulk price before the holiday rush. Raising the sourdough price by fifty cents would cover the difference.
| Task | BookSmrt | QuickBooks Online |
|---|---|---|
| Recording transactions | Automatic.Recorded from your bank, receipts and rules. You only answer the rare question. | You review the bank feed and confirm or categorize transactions yourself. |
| Receipts and bills | Snap or forward.Read, matched to the bank charge and attached for you. | Upload, then match or create the transaction. |
| Finding an answer | Just ask.“What did we spend on packaging this year?” gets a straight answer. | Find the right report, set the dates and filters, read the numbers. |
| Month end | Already done.Matched and reconciled as transactions arrive. | Reconcile each account against its statement. |
| Fixing a mistake | Say what’s wrong.“That Costco run was personal” and it’s corrected, with a record of the change. | Find the transaction and edit it yourself, or ask your accountant. |
| Who it’s built for | Business owners.Pro adds hands-on controls for accountants who want them. | Built around accounting screens and terms. |
| Switching | Move from QuickBooks.Bring your records across, checked against your old balances. | — |
QuickBooks is a trademark of Intuit Inc. BookSmrt is not affiliated with or endorsed by Intuit. Comparisons describe typical everyday use and may not reflect every QuickBooks Online plan or setting.
Two owners, the same month end. One spends the whole day in QuickBooks Online. The other answers one question from a café.
For owners who want their bookkeeping done, not managed.
Everything in Books, plus hands-on controls for you or your accountant.
For either plan, when your business is ready for more.
Pricing will be announced before the public launch.
Proper double-entry books on a proven open-source accounting engine, ready for your accountant.
Each transaction keeps its original receipt and bank line, so you can always see why it was recorded.
Duplicate checks and a full history of every change, including the corrections you ask for.
Each business’s records are kept apart, and the AI works within strict limits on what it can do.
BookSmrt is in private beta with a small group of invited businesses. Request early access below and we’ll let you know when there’s a place for you.
No. BookSmrt Books is made for business owners. It uses everyday words, records things for you, and asks a plain question when it truly needs your help.
Yes. Moving from QuickBooks Online is part of BookSmrt. Your records come across and are checked against your old balances so you can see that everything arrived.
Tell it in plain words, like “that was a personal purchase”, and it fixes the entry and keeps a record of the change. Every entry also shows the receipt and bank line it came from.
Yes. The Pro plan adds hands-on controls such as journal entries, sub-accounts, classes and locations, and a fuller month-end close. Your books are proper double-entry books underneath.
Yes, for iPhone and Android. Capture receipts, ask questions and share reports from your phone. The same account works on the web.
Join the private beta. We’re inviting a small number of businesses at a time.