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Automation for everyone
- Add or remove clients anytime
- Enjoy total flexibility
Bookkeeping by AI Bots
Save Up to 91% of Bookkeeping Hours
Stop wasting time on manual categorization. Our AI reviews every bank and credit card transaction, posts them automatically, and eliminates repetitive work.
Automatic Reconciliation
Stop wasting time on manual categorization. Our AI reviews every bank and credit card transaction, posts them automatically, and eliminates repetitive work.
Layered Accuracy Checks
AI handles categorization, escalates unclear items to our accountants, and ensures multiple levels of accuracy.
Real-Time Book Updates
Get books updated daily, weekly, or monthly. Advisory services become stronger when backed by live financials.
Error Detection
AI flags missing names, owner draws, duplicate vendors, and incorrect COAs. Our team resolves them, giving you clean books.
Simplified Client Communication
Each client has a dedicated page. Easy to message, track, and manage without digging through endless emails.
White-Label Branding
Your firm’s name, logo, and URL appear everywhere. We remain invisible while you own your client relationship.
AI OCR Data Extraction
Invoices, receipts, and statements are scanned. AI extracts and posts data directly into your accounting software.
Centralized Tracking
Stay informed without chasing files. All client statuses update automatically in one place.
Automated Tasks
Journal entries, payroll categorization, POS reconciliation, loan schedules, W9 requests, invoice posting, and more are handled by AI.
Month-End Closing
Books close automatically. AI works with our accountants and sends instant completion alerts.
Continuous Learning
Machine learning improves accuracy and efficiency over time, letting AI take on more tasks with less oversight.
Why Accounting Firms Choose iBookBalance
AI bots handle the bookkeeping from start to finish
Simple two-way communication with clients
77% faster turnaround on work
No upfront investment to start with AI
Pricing designed for firms of all sizes, including solos
How iBookBalance is Better and Safer
Secure by Design
ISO 27001 certified with bank-grade protection to keep your books safe.
Expert Support
Unlimited phone and email support from our accounting specialists for every client.
Proven Experience
Serving accounting firms since 2004 with a platform built on two decades of expertise.
Fast Adoption
Get started with AI in days, not months.
Affordable for All
Pricing works for solo practitioners as well as large firms.
Built for Firms
A platform created specifically for accounting and bookkeeping practices.
Simple & Affordable
Price Plans for Accounting Firms
 | ProAI Bot driven bookkeeping platformFrom $55per client / month | BasicBookkeeping platform$5per client / month |
|---|---|---|
| AI Bot driven bookkeeping (daily, weekly or monthly) |  |  |
| Bot automatically reviews and adds transactions) | | |
| Automatic categorization of transactions by bot) | | |
| Continuous improvement with human assistance (by our accountants) | | |
| AI bot driven bank and credit card reconciliation | | |
| Automatic month-end close (monitored by our accountants) | | |
| Custom-branded client portal, white-label | | |
| Client communication portal | | |
| Task workflow management | | |
| Automatic error detection quality control | | |
| Unlimited encrypted document storage | | |
| Automatic client notifications | | |
| Works with QuickBooks (online and desktop) and Xero | | |
| Unlimited transactions | | |
| Unlimited internal users | | |
| Free product support | | |
| AI OCR of receipts and invoices (Additional fee: $10 per client) | | |
| |
Automation for everyone
- Add or remove clients anytime
- Enjoy total flexibility
Pro
AI Bot driven
bookkeeping platform
From
$55
per client / month
- AI Bot driven bookkeeping (daily, weekly or monthly
- Bot automatically reviews and adds transactions
- Automatic categorization of transactions by bot)
- Continuous improvement with human assistance (by our accountants)
- AI bot driven bank and credit card reconciliation
- Automatic month-end close (monitored by our accountants)
- Custom-branded client portal, white-label
- Client communication portal
- Task workflow management
- Automatic error detection quality control
- Unlimited encrypted document storage
- Automatic client notifications
- Works with QuickBooks (online and desktop) and Xero
- Unlimited transactions
- Unlimited internal users
- Free product support
- AI OCR of receipts and invoices (Additional fee: $10 per client)
Basic
Bookkeeping platform
From
$5
per client / month
- Custom-branded client portal, white-label
- Client communication portal
- Task workflow management
- Automatic error detection quality control
- Unlimited encrypted document storage
- Automatic client notifications
- Works with QuickBooks (online and desktop) and Xero
- Unlimited transactions
- Unlimited internal users
- Free product support
- AI OCR of receipts and invoices (Additional fee: $10 per client)
Testimonials
Unrivaled Security and Compliance
We are ISO 27001 certified, the global standard for information security, comparable to SOC 2 in the USA. This ensures enterprise-grade protection for your data.
Our platform complies with international data privacy laws, including GDPR and HIPAA, and aligns with leading global IT protocols. Your client information is handled with the highest security standards.
Schedule Your Free Demo
With our accounting AI automation experts
Find out how other practices have benefited using AI bookkeeping automation. 87% of practices who viewed AI bots in action have instantly discovered the advantages of using them at their firm.
