Booksmate
Booksmate is an AI-powered accounting automation tool that automatically captures invoices and receipts from over 400 websites and email inboxes (Gmail, Outlook, IMAP), extracts data with 99.9% AI accuracy, categorizes expenses, and auto-exports to accounting software like Xero, QuickBooks, Google Drive, and more. It also offers receipt scanning via WhatsApp and runs locally on the user's computer for security.
Key facts
What is Booksmate?
AI accounting automation that saves you days by automatically fetching, organizing, and exporting invoices and receipts.
Who is Booksmate best for?
Small businesses, business owners, accountants, freelancers
What are its main limitations?
- Basic plan limits to 600 documents/year and 1 team member
- No mobile app for scanning (relies on WhatsApp integration for receipts)
- Requires desktop installation (not a web-only solution)
Limitations are based on product materials or editorial synthesis; confirm on the official site.
Key features
- ✓Auto-capture invoices from 400+ websites (e.g., Stripe, Amazon, Google Ads, Shopify)
- ✓Scan email inboxes (Gmail, Outlook, IMAP) for invoices and receipts
- ✓OCR extraction with 99.9% AI accuracy
- ✓Auto-categorize every expense using AI
- ✓Auto-export to accounting software (Xero, QuickBooks, Google Sheets, Google Drive, DATEV, etc.)
- ✓Receipt scanning via WhatsApp integration
- ✓Secure: credentials stored on user's device, end-to-end encryption, app runs locally
- ✓Team collaboration (up to 5 members on Business plan, unlimited on Enterprise)
Use cases
- →Automatically fetch invoices from dozens of supplier portals (e.g., AWS, Google Cloud, Netflix) without logging in manually
- →Collect receipts from email inboxes and organize them for tax season
- →Sync all business expenses to Xero or QuickBooks with auto-categorization
- →Scan physical receipts using phone camera through WhatsApp and have them digitized and exported
- →Replace manual invoice downloading and sorting for accountants managing multiple clients
Pricing
Basic
$19/month, billed annually
- · 600 documents/year
- · 1 team member
- · Unlimited websites
- · Unlimited emails
- · Advanced OCR
- · Scan receipts via WhatsApp
- · Auto-export integrations
Business
$49/month, billed annually
- · 6000 documents/year
- · Up to 5 team members
- · Priority support (12-hour)
- · Everything in Basic
Enterprise
$99/month, billed annually
- · Unlimited documents
- · Unlimited team members
- · Priority support (6-hour)
- · 400+ integrations
- · Everything in Business
7-day free trial available; paid plans start at $19/mo billed annually (Basic) up to $99/mo (Enterprise).
Pros
- +High accuracy (99.9%) AI extraction
- +Saves significant time on invoice collection and data entry
- +Supports a large number of websites (400+) and all email providers
- +Strong security (local credential storage, end-to-end encryption)
Cons
- −Basic plan limits to 600 documents/year and 1 team member
- −No mobile app for scanning (relies on WhatsApp integration for receipts)
- −Requires desktop installation (not a web-only solution)
Positioning
- Core value: AI accounting automation that saves you days by automatically fetching, organizing, and exporting invoices and receipts.
- Ideal for: Small businesses, business owners, accountants, freelancers
- Product type: Desktop app (runs locally) with WhatsApp integration for receipt scanning
Frequently asked questions
What is Booksmate?
Booksmate is an AI-powered accounting automation tool that automatically fetches invoices from over 400 websites and email inboxes, scans receipts via WhatsApp, extracts data with 99.9% AI accuracy, categorizes expenses, and exports to accounting software like Xero and QuickBooks.
How much does Booksmate cost?
Three annual plans: Basic at $19/mo (600 docs/year, 1 user), Business at $49/mo (6000 docs, up to 5 users, priority 12hr support), Enterprise at $99/mo (unlimited docs/team, priority 6hr support). A 7-day free trial is available.
Can I change plans at a later date?
Yes, you can always switch packages later.
What happens if I exceed the invoice limit?
If you exceed the document limit, you may need to upgrade to a higher plan (Business or Enterprise) to continue processing invoices.
Can I collaborate with team members?
Yes, the Business plan allows up to 5 team members, and the Enterprise plan allows unlimited team members.
Is there a free trial?
Yes, Booksmate offers a 7-day free trial with no risk; you can cancel anytime.
Which payment providers are supported?
The pricing page lists 'No risk. Cancel anytime.' but does not specify payment providers. The website mentions 'Made in Great Britain' and likely accepts major credit cards.
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