Products / Banking
Your bank and your books, finally in sync.
Connect your bank once. Transactions arrive named and sorted, you confirm them in taps, and reconciliation stops being a weekend project.
Bank Feeds
Transactions that walk in the door themselves
Connect your bank and card accounts through Plaid — a read-only, encrypted connection your credentials never leave. Every deposit and withdrawal shows up in Bokeping, named and dated, usually before you’ve had coffee. And if a bank isn’t covered — or you’d rather not connect — CSV import brings in the same transactions, with duplicates screened out.
- Thousands of US banks and cards supported
- Read-only — Bokeping can never move your money
- Duplicates detected and skipped automatically
- CSV import for anything else
Smart Categorization
It learns your business, then does the sorting
Bokeping recognizes the payees you see every week and suggests where each transaction belongs — in plain words, not account codes. You confirm in a tap; it gets smarter every time. The first week you’ll sort most things yourself; by the third, the utility bill, the fuel stop, and the Stripe payout are already filed where they went last time.
- Suggestions in plain language, not account codes
- Learns your regular payees and patterns
- Confirm a whole batch in one go
- Nothing posts until you say so
Reconciliation
The books match the bank. Provably.
Work through the month statement by statement. Bokeping carries your beginning balance forward, matches what it can, and shows the difference shrinking to zero — so “done” actually means done. Uncleared items — the check that hasn’t hit yet — carry into next month instead of vanishing, and a locked period can’t quietly change behind you.
- Beginning balance carried forward for you
- Matched transactions checked off automatically
- The difference on screen until it hits $0.00
- Locked periods stay reconciled
Cash Flow
Cash today, and what’s coming
One view answers the question that actually keeps you up: am I going to be okay? Cash on hand, what’s coming in, what’s going out, and how long the runway is — in numbers you can act on. It’s the difference between “the account says $22,940” and knowing that after Friday’s payroll and next week’s invoices, you’re still fine.
- Cash on hand across every account
- Coming in: invoices due to you
- Going out: bills due from you
- Runway, in months, not vibes
Connect your bank in two minutes
Read-only, encrypted, and reversible any time. Live feeds come with Starter; on Free you upload your bank’s CSV.
Keep exploring
The rest of Bokeping
Invoicing & Sales
Professional invoices, estimates that convert, and payments that post themselves.
Learn moreBills & Purchases
Track what you owe, pay it on time, and know where every dollar went.
Learn moreInventory
Know what’s in stock, where it is, and what it really costs you.
Learn moreReports & Accounting
Real double-entry books, readable statements, and numbers that tie out.
Learn moreReady to know your money?
We’re ready when you are. Free to start, up and running in minutes.