What is Booksmate?
Booksmate automates invoice and receipt capture, OCR extraction, and expense categorization for businesses, accountants and bookkeeping teams.It scans email inboxes (Gmail, Outlook, IMAP), supplier portals and 400+ supported websites to fetch PDFs, images and links.
AI extraction delivers up to 99.9% data accuracy and standardizes line items, tax details and vendor information for accounting workflows.Automated exports and syncs include Xero, QuickBooks, Google Drive, Google Sheets and DATEV, with CSV/JSON output for integrations.
Mobile receipt scanning and WhatsApp upload convert paper receipts into structured records.Features include inbox monitoring, duplicate detection and centralized invoice storage to streamline month-end close and accounts payable.
Security controls include optional local credential storage and end-to-end encryption for data in transit and at rest.Suitable for small businesses, finance teams and accountants seeking invoice automation, receipt scanning, OCR invoice extraction and accounting integrations to reduce manual entry and speed reconciliation.
Booksmate pricing Free trial
Verify on the official pricing page.
Start free trialBooksmate user reviews
Would you recommend Booksmate?
Booksmate's key features
-
Automated invoice and receipt capture with OCR extraction and expense categorization
-
Multi-source document fetching from email (Gmail, Outlook, IMAP), supplier portals and 400+ supported websites (PDFs, images, links)
-
AI data extraction that standardizes line items, tax details and vendor information
-
Automated exports and syncs to Xero, QuickBooks, Google Drive, Google Sheets, DATEV and CSV/JSON outputs for integrations
-
Mobile receipt scanning and WhatsApp upload; inbox monitoring, duplicate detection and centralized invoice storage with optional local credential storage and end-to-end encryption
Booksmate use cases
-
Automate accounts payable for small businesses by fetching invoices from email and supplier portals, using OCR to extract and standardize line items and tax details, and syncing clean transactions to QuickBooks/Xero or CSV for faster reconciliations and fewer manual errors
-
Streamline employee expense reporting and reimbursements with mobile receipt scanning and automated OCR extraction, automatically categorizing expenses, enforcing corporate policies, and exporting validated entries to accounting systems or JSON for payroll processing
-
Centralize vendor invoice capture and tax compliance for e-commerce and marketplaces by scraping invoices from 400+ supplier sites and portals, normalizing invoice fields and line-item taxes, and integrating with ERP systems to accelerate month-end close and audits
Who is it for?
-
Accountants
-
Bookkeepers
-
Finance managers
-
Small business owners
-
Accounting firms
