AI-Powered Feature
Let AI handle your transaction categorization with 99%+ accuracy. Save 15+ hours per week with intelligent automation that learns from your business patterns.
High accuracy, powered by machine learning
Save hours every week
Handles high transaction volumes
Our Auto Record feature combines cutting-edge AI with practical automation to streamline your accounting workflow.
Advanced machine learning algorithms analyze your transaction patterns and automatically categorize new entries with 99%+ accuracy.
Transaction patterns → categories
Illustrative categorization
Process thousands of transactions in seconds. Our optimized engine handles bulk imports and real-time categorization effortlessly.
Real-time categorization
Intelligent algorithms identify and prevent duplicate entries across multiple accounts and data sources.
Bank account
Office supplies
Imported file
Office supplies
Illustrative matching and review
Set up custom rules and workflows to automatically handle routine transactions and categorization tasks.
Get started with intelligent automation in just 4 simple steps.
Link your bank accounts and credit cards securely through our encrypted connection.
Our machine learning engine analyzes your historical transactions to understand your business.
New transactions are automatically categorized based on learned patterns and rules.
Review suggestions and provide feedback to continuously improve accuracy.
Transform your accounting workflow with intelligent automation
Eliminate manual data entry and categorization. Focus on growing your business instead of bookkeeping.
99%+ accuracy with AI-powered categorization. Reduce errors and ensure clean financial records.
Handle growing transaction volumes without adding staff. Our AI scales with your business needs.
We no longer have to manually sort through every transaction. CashBooks understands our bookkeeping patterns and helps keep things organized, which saves us a lot of time every month.
We used to spend too much time cleaning up books before reviewing our numbers. With CashBooks, transactions are categorized automatically, and our reports are ready much faster
Switching from QuickBooks to CashBooks didn't feel like starting over. We were able to bring our existing data in, and now the automated categorization and reporting help us spend less time managing books.
Join the businesses using CashBooks to automate their accounting, ensure compliance, and accelerate growth with AI-powered insights.
