Meet Boki
Boki drafts your clients' journal entries. You approve them.
Boki imports your clients' bank statements (CSV or Excel), finds the lines that aren't matched yet and drafts the entries. We set it up the way your firm works.
Bring one of your bank statements, client names removed. We run it through Boki with you in 20 minutes.
Your server or our cloud · Replies within 24 hours
Watch Boki work
Each card is one step Boki takes on your clients' books.
Finds what isn't matched yet
Boki imports the statement and lists the lines that have no entry behind them.
Drafts the entries
A two-line entry for each open line, ready for you to check.
You decide what gets posted
Approve one by one, or let Boki post anything under a limit you set.
Every step is logged
Who imported, drafted, approved and posted, and when.
What's included
Many client companies
Switch between client companies. Each keeps its own chart of accounts, numbering and financial year.
Multi-currency
Each company has its own base currency, with foreign-currency accounts and period-end revaluation.
Bank reconciliation
Match lines one to one, create entries from statement lines and print a bank reconciliation statement.
Month-end and year-end
Opening balances, month-end and year-end closing, and reopening a closed period.
Reports ready to print
Trial balance, general ledger, balance sheet, profit and loss and cash flow, printed or as PDF.
Your data
Two ways to run Boki. Either way, we set it up for your firm.
| Boki cloud | On your own server | |
|---|---|---|
| Where your books are kept | Our servers | Your server |
| Who looks after it | We do | We install it for you |
| Good for | Firms that want to start quickly without running servers | Firms with their own server or IT that want the books in-house |
The AI model
To draft entries, Boki sends the transactions it is working on to OpenAI's GPT models. On your own server, the books themselves stay with you.
Take your data with you
Export a company's books in full at any time.
How to get started
Chat on WhatsApp
Tell us how many people you have and how many clients you look after.
20-minute run-through
Bring one of your bank statements, client names removed. We run it through Boki with you.
Proposal and quote
Which way to run Boki, the price, and what we set up: your chart of accounts, your banks' statement formats, opening balances from Xero, QuickBooks, MYOB or Excel, and training for your team.
Go live
We agree the go-live date with you in the proposal.
Questions firms ask
How is the price worked out?
By the number of users, client companies and the way you run Boki. Message us on WhatsApp and we'll send a quote within one working day.
What do we need to run it on our own server?
We install it for you, and the proposal says what the server needs.
Can we move from the cloud to our own server later?
Each company's books can be exported in full. Ask us on WhatsApp about moving to your own server.
Can we bring our data from Xero, QuickBooks or MYOB?
During setup we bring in your charts of accounts and opening balances.
What if Boki drafts something wrong?
You decide what gets posted. Drafts wait for approval unless you have set a limit, and a posted entry can be voided or corrected.
Which languages does Boki support?
The app is in English, Simplified Chinese and Traditional Chinese (Hong Kong).
What doesn't Boki do yet?
It doesn't file tax returns or issue invoices.
See Boki work on one of your bank statements
Message us on WhatsApp. We reply within 24 hours.