6+ hrsa week on manual entry
Hours lost to data entry
Typing receipts, matching bank lines and fixing errors eats your evenings and weekends.
With BookX — AI codes and matches transactions the moment they land.
Accounting that runs itself. Almost.
BookX is AI-powered accounting software that reconciles your bank, chases your invoices, runs payroll and prepares your tax, so you spend less time on the books and more time growing your business.
- No credit card needed
- Set up in 10 minutes
- Cancel anytime
Across the US, UK, Australia & New ZealandIn the US, UK, AU & NZ
Trusted by 10,000+ small businesses and accounting firms
- Northwind
- Harbour Co.
- Petal & Vine
- Brightline
- Meridian
- Oakfield
- Kiwi Craft
- Summit & Co.
- Tidewater
- Lumen Labs
- Fernhill
- Copperleaf
- 4.8/5
Average rating
from 2,000+ reviews on [review platform]
Bank-level security
Encrypted, with 2FA and daily backups
GDPR compliant
Your data stays in your control
The old way
Your business deserves better than spreadsheets and late nights.
Most business owners lose hours every week to admin that doesn't grow the business.
1 in 3invoices paid late
Cash flow surprises
Late payments and unseen bills make it hard to know what you can actually afford.
With BookX — A 90-day forecast warns you weeks before cash gets tight.
4x a yearscrambling before deadlines
Tax-time panic
Scrambling for records at the end of the quarter costs you money, stress and sometimes penalties.
With BookX — Every transaction is categorised and tax-ready as you go.
BookX takes care of all of it, with AI doing the heavy lifting.
See how BookX AI worksBookX AI
Meet your AI finance assistant.
BookX AI works in the background 24/7, automating routine bookkeeping and answering your money questions in plain language.
BookX AI Auto-reconciliation
AI matches bank transactions to invoices, bills and receipts automatically, and gets more accurate every month.
Impact: 1,248 transactions matched this month
You approve every action
See BookX AI in action
Your data is never used to train public AI models. You approve every AI action.
Everything you need to run your finances, in one place.
From your first invoice to your year-end accounts, BookX covers it all.
Showing 12 features: All features
- AI — Powered by BookX AI
Invoicing & quotes
Branded invoices and quotes in seconds, with online payment links.
- Send from desktop or phone
- Pay-now link on every invoice
- AI chases late payers
Get paidLearn more Online payments
Accept cards, bank transfers and digital wallets from invoices.
Get paidLearn more- AI — Powered by BookX AI
Bank reconciliation
Secure bank feeds import transactions daily.
- Daily feeds from your banks and cards
- AI suggests every match
- Gets more accurate each month
Manage moneyLearn more - AI — Powered by BookX AI
Bills & expenses
Capture, approve and pay bills and staff expenses without paper.
Manage moneyLearn more Payroll
Pay your team on time with automatic tax and deductions.
- Tax and deductions worked out for you
- Payslips sent automatically
- Filing handled each pay run
Manage moneyLearn more- AI — Powered by BookX AI
Sales tax, VAT & GST
Calculate, track and file with confidence, built for local rules.
Stay compliant & growLearn more Inventory
Track stock, cost of goods and reorder points.
Manage moneyLearn moreProjects & time
See which jobs and clients are actually profitable.
Manage moneyLearn moreMulti-currency
Invoice, pay and report in 160+ currencies.
Stay compliant & growLearn more- AI — Powered by BookX AI
Budgets & planning
Compare budget vs actual, plan scenarios with AI.
Stay compliant & growLearn more Mobile app
Invoice, snap receipts and check cash on the go.
Manage moneyLearn more
Every plan includes BookX AI, unlimited users and 24/7 support.
How onboarding works
From sign-up to a precise month-end close.
Get started in 10 minutes, bring your history across in your first week, then let BookX keep every account reconciled, with a guided close each month.
Day 1 · Set up
~5 minCreate your company
Add your business details, industry, base currency, financial year-end and tax registration. BookX creates a chart of accounts and tax rates to match.
- Chart of accounts
- Tax rates
- Financial year
- ~5 min
Connect your money
Link every bank account and card with secure, read-only feeds, plus payment apps like Stripe and PayPal. Transactions start flowing in straight away.
- Bank feeds
- Cards
- Payment apps
Week 1 · Bring your books across
~30 minBring your history across
Import contacts, open invoices and bills, and opening balances from your old software or spreadsheets. BookX AI maps your old accounts, and your trial balance must balance before you go live.
- Opening balances
- Trial balance check
- Open invoices & bills
- ~10 min
Set your rules and your team
Brand your invoices, set payment terms and bill approval limits, give each person the right access, and invite your accountant for free.
- Approval rules
- User roles
- Accountant access
Every month · Run on autopilot
Daily, automaticLet AI keep your books current
Every day BookX AI categorises, matches and chases for you. You only review the few exceptions it isn't sure about, all in one queue.
- Daily reconciliation
- Exceptions queue
- Payment chasing
- Month-end
Close the month with confidence
A guided close checklist: every account reconciled, receivables and payables reviewed, adjustments posted, then the period is locked and your reports are ready.
- Close checklist
- Period lock
- Reports & tax ready
BookX · Onboarding › Create your companyStep 1 of 6
Need a hand? An onboarding specialist can set this up with you, free.
Book a guided setupBefore you start, have these ready
- Your latest trial balance
- Aged receivables and payables
- Bank balances on your conversion date
Switching from other software? Our team moves your data across for you.
Who BookX is for
Built for businesses like yours.
Whether you run a local business, a growing multi-entity company or an accounting practice, BookX fits how you work.
1–20 people · owner-managedRecommendedGrowthMost popular for small businesses
Every dollar, bill and payday in one simple place.
Manage cash flow, payroll and bills in one simple platform, with BookX AI doing the bookkeeping in the background.
- Bank feeds reconciled for you every morning
- Late invoices chased automatically
- Payroll with tax and deductions worked out
- A 90-day cash forecast you can trust
Most used features
- Invoicing
- Bank reconciliation
- Bills & expenses
- Payroll
Tailored for your industry
Pick your industry to see how BookX fits.
BookX for retail
- Daily POS sales reconciled automatically
- Stock levels and cost of goods tracked
- Card fees and payouts matched for you
By the numbers
Less admin. More business.
What running a small business really costs in time and cash, and what BookX is built to give back.
The reality today
Independent research. Figures change with your region.
0%
of a business owner's working week goes on admin
About 16 hours a week (survey of 251 US business owners, 2023)
Source: Time etc, The Big Price of Small Tasks(opens in a new tab)0%
of US small businesses are owed money on unpaid invoices
Averaging $17.5K per business (2,487 businesses, Jan 2025)
Source: Intuit QuickBooks, 2025 US Late Payments Report(opens in a new tab)0 days
is how late the average US invoice gets paid
28.8 days to get paid in total (March quarter 2026)
Source: Xero Small Business Insights(opens in a new tab)
What BookX is built to change
0 hrs
saved per week
0x
faster invoice payments
0%
of transactions auto-reconciled
0%
fewer bookkeeping errors
BookX outcomes based on [source].
How much time could you get back?
16 h
$75
461
hours back a year
$34,575
of your time back each year
Estimate assumes BookX automates 60% of that work. Based on 48 working weeks a year.
Customer stories
Loved by business owners and accountants.
Real results from the people who run their books on BookX.
4.8/5
2,000+ reviews on [review platform]
- 5 stars86%
- 4 stars10%
- 3 stars3%
- 2 stars1%
- 1 stars0%
- Accounting practice
40 clients from one dashboard
“The AI codes the routine 90% and flags what genuinely needs an accountant's judgement. My team spends its time on advice, not data entry.”
90% auto-codedPlaceholder NamePractice Principal, Meridian Accounting - Creative studio
My Sundays are mine again
“Reconciliation used to take a full afternoon every week. Now it's a five-minute review on my phone while the kettle boils.”
Saves 6 hrs a weekPlaceholder NameFounder, Northwind Studio - Logistics
Invoices paid twice as fast
“Since the AI started chasing overdue invoices, customers pay roughly twice as fast. I never write an awkward reminder email any more.”
Paid 2x fasterPlaceholder NameOperations Manager, Harbour Logistics - Florist
Saw a cash crunch six weeks out
“The forecast warned me about a tight month well in advance. We moved two supplier bills and never felt it.”
6 weeks' warningPlaceholder NameDirector, Petal & Vine Co. - Wholesale
Switched in an afternoon
“Setup took an afternoon, including three years of history from our old software. The onboarding team checked our opening balances with us.”
3 years migratedPlaceholder NameFinance Director, Brightline Supply - E-commerce
Three currencies, one close
“We sell in three currencies across two entities. Month-end used to take a week; now we close in two days with every account reconciled.”
Close in 2 daysPlaceholder NameHead of Finance, Tidewater Goods
Pricing
Simple pricing. No surprises.
Every plan includes BookX AI, unlimited users and 24/7 support.
Save 20% with annual billing
- BookX AI Basic
Starter
For sole traders and new businesses
Start free trial$15/moBilled monthly · cancel anytime
Get started with:
- 20 invoices a month
- Bank feeds & reconciliation
- Bills & expenses
- Receipt capture
- Sales tax, VAT & GST tracking
Most popular BookX AI FullGrowth
For small businesses
Start free trial$39/moBilled monthly · cancel anytime
Everything in Starter, plus:
- Unlimited invoices & quotes
- AI payment chasing
- Multi-currency
- Inventory
- Projects & time
- BookX AI Full + forecasting
Scale
For growing companies
Start free trial$69/moBilled monthly · cancel anytime
Everything in Growth, plus:
- Payroll included
- Budgets & scenarios
- Advanced reporting
- Cash flow forecasting
- Dedicated onboarding
Every plan includes
- BookX AI
- Unlimited users
- 24/7 support
- Daily bank feeds
- Free data migration
- Cancel anytime
30-day free trial · No credit card needed
Prices exclude Sales tax. Prices shown in USD.
Integrations
Works with the tools you already use.
Connect BookX to 1,000+ apps for banking, payments, payroll, e-commerce and more. BookX AI puts all that data to work.
AI across every app
BookX AI reads every connected source, so matching, coding and forecasting just work.
Cut your software costs
Invoicing, payroll, expenses and reporting in one subscription, not five.
Zero double entry
Sales, fees and payouts flow in automatically and reconcile to the cent.
Secure connections
Read-only bank feeds and app permissions you control and can revoke.
- Banks & cards
- Payments
- Payroll
- Point of sale
- E-commerce
- CRM
- Expense cards
- Tax filing
- Time tracking
- Inventory
Security & trust
Your data is safe with us.
Bank-grade protection, strict access controls and AI you stay in charge of, so your numbers are safe and yours alone.
- GDPR-ready
- Read-only bank feeds
- Regular security testing
- Data you can export anytime
Security status
Protected- Encryption active
- 2FA enforced for your team
- Last backup 2 hours ago
- August period locked
Encrypted everywhere
Your data is encrypted in transit and at rest, to the same standards used by online banking.
- TLS 1.2+
- AES-256
Two-factor authentication
Protect every login with an authenticator app, and require 2FA for your whole team.
- Authenticator apps
- Team-wide
Daily backups
Your books are backed up every day to separate secure locations, so nothing is ever lost.
- Every day
- Redundant storage
Role-based access
Decide exactly who can view, edit or approve, from bookkeepers to your accountant.
- Custom roles
- Approval limits
Full audit trail
Every change is logged with who, what and when, and closed periods stay locked.
- Change history
- Period locks
Responsible AI
Your data is never used to train public AI models, and nothing happens without your approval.
- No public training
- Human approval
Switching & migration
Switching to BookX is easier than you think.
Bring your customers, invoices, bills and balances across with a specialist beside you. Your old records stay exactly where they are.
Send us your data
~15 minExport from your current software, or just share a spreadsheet. We tell you exactly which files we need.
We map and import it
1–2 daysBookX AI matches your chart of accounts, customers and open items. A specialist checks every mapping.
You approve the balances
~30 minWe walk through your opening trial balance together. Nothing goes live until it balances.
- Spreadsheets
- Desktop accounting software
- Another cloud platform
- Your accountant's system
Coming from
What comes across
- Customers & suppliers
- Chart of accounts
- Open invoices & bills
- Opening (conversion) balances
- Historical transactions
- Receipts & attachments
- Recurring invoices
- Payroll year-to-date
- A named onboarding specialist, free
- Your old system stays untouched
- We don't go live until your trial balance matches
- Most businesses are live within a week
Partner programme
Partner with BookX.
Run every client from one workspace, let AI handle the routine bookkeeping, and grow the advisory work clients actually pay for.
Every client in one dashboard
See what's reconciled, what needs review and what's due across your whole book.
AI does the grunt work
Transactions coded, queries drafted and returns prepared, ready for your review.
Free partner access
Your practice file, training and certification cost nothing.
Get found by clients
Certified partners are listed in our advisor directory.
48
clients in one workspace
92%
of transactions coded by AI
0
per-client fees
How the programme works
Registered
Join freePractice dashboard, training and support
Certified
5 clients on BookXDirectory listing and priority support
Premier
25 clients on BookXA partner manager and co-marketing
“My team spends its time on advice now, not data entry. Onboarding a new client takes an afternoon.”
Answers
Frequently asked questions
Everything people usually ask before switching. Can't find it? Our team replies in minutes.
Still have questions?
Talk to a real person who knows accounting, not a script.
12 of 12 questions
Yes, 30 days with full access to every feature on your chosen plan. No credit card required, and nothing renews automatically at the end of it.
Start free today
Ready to put your books on autopilot?
Join thousands of businesses saving hours every week with BookX.
30-day free trial · No credit card needed
Book a demo
- Set up in 10 minutes
- Free migration help
- Cancel anytime
4.8/5 from 2,000+ reviews10,000+ businesses in the US, UK, AU & NZ