✦ powered by AI

Your books,
always done.

Bookkeeping on autopilot. Connect your bank once and Bookvise handles the rest — AI that categorizes every transaction and syncs straight to QuickBooks, every day.

First month free — no credit card required

how it works

Set it up once. It runs forever.

Three simple steps and your books stay up to date automatically — every single day.

🏦

Connect your bank

Securely link your business bank account in 2 minutes. Bank-level encryption — we never see your login details.

🤖

AI sorts transactions

Every morning, Bookvise pulls in new transactions and our AI categorizes each one instantly — rent, payroll, software, travel.

✅

Review and approve

Review anything flagged, approve with one click, and it posts straight to QuickBooks automatically.

pricing

Simple, honest pricing.

One plan. Everything included. Cancel any time.

Bookvise

Everything you need

$299

per month

✓

Unlimited transactions

✓

AI categorization

✓

QuickBooks sync

✓

Daily email digest

✓

Bank-level security

✓

Cancel any time

A part-time bookkeeper costs $800–$1,500/month. Bookvise does the same job for $299.

what people say

Trusted by small businesses.

"I used to spend Sunday evenings going through my bank statements. Now I approve what Bookvise flags and it's done in 5 minutes."

Marcus R.

plumbing contractor

"My accountant complimented how clean my QuickBooks was this year. First time that's ever happened."

Sarah L.

hair salon owner

"Worth every penny. I was paying my bookkeeper $900 a month for this exact same work."

David K.

restaurant owner

questions

Common questions.

Is my bank data safe?

Yes. We use Plaid — the same technology used by Venmo and Coinbase — to connect to your bank. We never see your login credentials. Your data is encrypted at rest and in transit.

Do I need QuickBooks?

QuickBooks is optional. Bookvise works as a standalone categorization tool even without it. QuickBooks sync is available for customers who already use it.

What if the AI categorizes something wrong?

You review everything before it's saved. You can change any category with one click before approving. Nothing posts to QuickBooks without your approval.

Can I cancel any time?

Yes — no contracts, no cancellation fees. Cancel from your account settings any time and you won't be charged again.

What kinds of businesses is this for?

Bookvise works best for small businesses with 1–20 employees — restaurants, contractors, salons, freelancers, retail shops, and more. If you have a business bank account, Bookvise can help.

Your books,always done.