Straight answers.

Penny is the AI accountant inside booked. You talk to her like a colleague, hand her statements, and she does the bookkeeping in the platform: extraction, categorization, reconciliation, reports. Every month she closes is reviewed and approved by you before it is final.

Yes, and that is the point. Penny does the work; you approve the month. A review pass has to clear before she can ask, and the approval card shows counts, totals, and the balance-sheet check before you decide.

She asks. Lines she cannot explain from the books become client questions, one per counterparty with every related transaction attached. She does not guess, and she does not plug the balance sheet to make it tie.

Yes. Penny extracts every line from bank and card PDFs, including scanned pages and the handwritten payees on cleared-check images, and reconciles what she read to the statement's balances before she categorizes anything.

Yes. Export the chart of accounts, general ledger, and P&L from QuickBooks Online and booked. imports them with a tie-out report, so you can see the opening position matches. booked. is a complete ledger, not a QuickBooks add-on.

Xero import is coming soon. Until then, a prior-year workbook plus statement PDFs onboards a Xero client in one conversation with Penny.

You and your clients do. Everything exports to Excel, PDF, or Word whenever you ask, integrations disconnect in a click, and your data is never used to train models.

Each firm is a separate tenant, enforced with row-level security in the database. Inside your firm, roles decide which seats reach which clients and actions, and the client portal shows a client only their own books.

Every firm plan includes unlimited team members with roles, so a preparer, a reviewer, and a partner can each have exactly the access they need. You pay per client, not per seat.

Faster every month. As a client's memory grows, more of each month is matched from what Penny already knows, and your time goes to the approval card. A year of catch-up is one conversation.

booked. is in daily use inside our own firm and opening to early-access firms in cohorts. Joining the list is free, there is no credit card, and early-access members lock founding pricing.

No. Your books live on a standard double-entry ledger, every report and list exports whenever you ask, and you can disconnect or leave without a notice period.