Monthly bookkeeping — done for you.
Full-service bookkeeping that runs on autopilot. AI handles the daily work; expert accountants verify every number. Your books stay clean, current, and tax-ready — without you lifting a finger.
Close before you ask.
Bookkeeping shouldn't slow you down.
You didn't start a company to categorize transactions at 11 PM.
Bookist takes the entire bookkeeping function off your plate — from transaction entry to the final monthly close — so you can focus on revenue, not receipts.
Every number
checked. Twice.
Your books are maintained by a dedicated bookkeeper and reviewed by senior accountants. We don't guess — we verify.
Ask anything.
Get answers now.
Stop waiting for PDFs. Ask Bookist AI questions about your company and get immediate, plain-English answers.
Books closed
in days.
A professional monthly close delivered within days, not weeks — giving you the numbers you need while they still matter.
A real team
behind.
Our team is available to answer questions anytime. No tickets, no queues — just answers from someone who knows your books.
CONVERSATIONAL FINANCE
Meet your new financial analyst — works 24/7.
Most bookkeeping is something you look at once a month. Bookist turns your financial data into a conversation. Ask a question in plain English and get a real answer in seconds.
Not just automated. Intelligent.
Catches what
others miss
Bookist flags duplicate charges, miscategorized transactions, and anomalies that manual review would overlook.
Real explanations,
not raw data
Bookist AI doesn't just show you a number; it explains why it changed.
"Marketing spend is up 15% due to the new Google Ads campaign."
A true financial
copilot
The more you use Bookist, the smarter it gets.
It learns your spending patterns, seasonal trends, and financial rhythms.
The modern bookkeeping lifecycle in 5 steps
Automatic Data Ingestion
Everything flows in automatically
We connect your banks, cards, platforms, and processors once. From then on, everything syncs automatically — no manual uploads or data entry.
Intelligence
AI that understands your business
Bookist AI builds a living model of your finances — learning your rhythms, detecting anomalies, and surfacing insights hidden deep in your data.
Continuous Reconciliation
Balanced books, all the time
We don't wait until the 30th. Bookist reconciles transactions every single day, catching discrepancies and duplicates in real-time.
Expert Human Review
100% verified by
real accountants
Your finance team validates each classification, reconciliation, and adjustment to ensure GAAP-standard accuracy.
Monthly Close in Days
Fast, predictable, dependable
Within days, you receive a clean P&L, Balance Sheet, Cash Flow, and more — plus a simple summary that highlights what changed and why.
Clean financial statements
Balance Sheet, Profit & Loss, and Cash Flow Statement, prepared to professional standards.
A scalable chart of accounts
Organized, standardized, and built to scale with your business.
Books that close fast.
Numbers you can trust.
Audit-ready documentation
Receipts, invoices, and statements automatically matched and attached.
Anomaly detection
Spending spikes, duplicates, out-of-pattern behavior — surfaced proactively.
Catch-up & Cleanup Services
Behind on your 💼 books? Our team will reconstruct your financials from the ground up and get you tax-ready fast.
Assess ~ Identify gaps and create a plan.
Reconstruct ~ Rebuild accurate records from bank feeds.
Deliver ~ You get current, audit-ready books to move forward with confidence.
Common Questions (FAQ)
What's included in the bookkeeping service?
Everything your business needs to maintain clean books: transaction categorization, bank and credit card reconciliation, accounts payable and receivable tracking, monthly financial statements (P&L, balance sheet, cash flow and more), and a completed monthly close. All reviewed by your dedicated finance team.
How is this different from hiring a bookkeeper or using QuickBooks?
A solo bookkeeper gives you human judgment but is limited by their hours. QuickBooks gives you a tool but leaves all the work to you. Bookist gives you both — AI that handles the volume and routine categorization, plus a dedicated human team that reviews everything for accuracy. You don't manage a tool or manage a person. You just get clean books.
How much of my time does this actually require?
Very little. During onboarding, you'll spend about 30 minutes connecting accounts and answering setup questions. After that, your involvement is limited to the occasional clarification — usually a few minutes per month through our Action Center. We handle everything else.
Who reviews my books? Is it all automated?
AI handles the high-volume work — categorizing transactions, matching receipts, flagging anomalies. But every account is assigned a dedicated finance team and reviewed by a senior accountant. 100% of your transactions are human-reviewed before your monthly close is delivered.
How fast is the monthly close?
We deliver your completed monthly close within 5 business days of month-end. For most clients, it's faster. You'll receive a notification when your financials are ready, along with a summary of anything that needs your attention.
What accounting method do you support — cash or accrual?
Both. During onboarding, we'll confirm which method your business uses (or should use based on your size and structure) and maintain your books accordingly. If you need to switch methods, we can handle that transition.
Can I keep my current CPA?
Absolutely. Bookist handles the bookkeeping; your CPA handles tax strategy and filing. We give your CPA secure access to your books and financials so they can pull what they need — no back-and-forth emails, no waiting for exports.
What banks and platforms do you connect to?
We integrate with all major banks, credit cards, and payment platforms — including Chase, Bank of America, Wells Fargo, American Express, Stripe, PayPal, Shopify, Square, Gusto, and dozens more. If you use it, we almost certainly connect to it.
Stop settling for "good enough".
Get a dedicated finance team and an always-on AI CFO that scales with you. All in one platform.